PJFAX vs. VFIFX
Compare and contrast key facts about PGIM Jennison Growth Fund (PJFAX) and Vanguard Target Retirement 2050 Fund (VFIFX).
PJFAX is managed by PGIM. It was launched on Nov 2, 1995. VFIFX is managed by Vanguard. It was launched on Jun 7, 2006.
Performance
PJFAX vs. VFIFX - Performance Comparison
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PJFAX vs. VFIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PJFAX PGIM Jennison Growth Fund | -14.26% | 14.53% | 48.10% | 52.76% | -37.89% | 15.65% | 55.66% | 45.04% | -1.24% | 36.41% |
VFIFX Vanguard Target Retirement 2050 Fund | -3.95% | 21.42% | 14.45% | 20.39% | -17.48% | 16.42% | 16.40% | 24.99% | -7.89% | 19.15% |
Returns By Period
In the year-to-date period, PJFAX achieves a -14.26% return, which is significantly lower than VFIFX's -3.95% return. Over the past 10 years, PJFAX has outperformed VFIFX with an annualized return of 17.50%, while VFIFX has yielded a comparatively lower 10.29% annualized return.
PJFAX
- 1D
- -0.42%
- 1M
- -9.01%
- YTD
- -14.26%
- 6M
- -13.47%
- 1Y
- 9.15%
- 3Y*
- 23.36%
- 5Y*
- 10.52%
- 10Y*
- 17.50%
VFIFX
- 1D
- -0.28%
- 1M
- -8.41%
- YTD
- -3.95%
- 6M
- -1.01%
- 1Y
- 17.29%
- 3Y*
- 14.65%
- 5Y*
- 8.11%
- 10Y*
- 10.29%
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PJFAX vs. VFIFX - Expense Ratio Comparison
PJFAX has a 0.97% expense ratio, which is higher than VFIFX's 0.08% expense ratio.
Return for Risk
PJFAX vs. VFIFX — Risk / Return Rank
PJFAX
VFIFX
PJFAX vs. VFIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Growth Fund (PJFAX) and Vanguard Target Retirement 2050 Fund (VFIFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PJFAX | VFIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.41 | 1.17 | -0.77 |
Sortino ratioReturn per unit of downside risk | 0.74 | 1.70 | -0.96 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.25 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.34 | 1.48 | -1.14 |
Martin ratioReturn relative to average drawdown | 1.18 | 6.86 | -5.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PJFAX | VFIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | 1.17 | -0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.58 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.69 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.47 | +0.01 |
Correlation
The correlation between PJFAX and VFIFX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PJFAX vs. VFIFX - Dividend Comparison
PJFAX's dividend yield for the trailing twelve months is around 15.65%, more than VFIFX's 2.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PJFAX PGIM Jennison Growth Fund | 15.65% | 13.42% | 24.62% | 7.23% | 2.77% | 14.67% | 9.02% | 16.27% | 6.06% | 5.85% | 4.12% | 6.90% |
VFIFX Vanguard Target Retirement 2050 Fund | 2.18% | 2.09% | 2.26% | 2.21% | 2.38% | 12.83% | 1.84% | 2.20% | 2.51% | 0.03% | 2.04% | 2.36% |
Drawdowns
PJFAX vs. VFIFX - Drawdown Comparison
The maximum PJFAX drawdown since its inception was -64.07%, which is greater than VFIFX's maximum drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for PJFAX and VFIFX.
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Drawdown Indicators
| PJFAX | VFIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.07% | -51.68% | -12.39% |
Max Drawdown (1Y)Largest decline over 1 year | -17.76% | -10.52% | -7.24% |
Max Drawdown (5Y)Largest decline over 5 years | -43.56% | -25.40% | -18.16% |
Max Drawdown (10Y)Largest decline over 10 years | -43.56% | -31.36% | -12.20% |
Current DrawdownCurrent decline from peak | -17.76% | -8.87% | -8.89% |
Average DrawdownAverage peak-to-trough decline | -20.44% | -6.93% | -13.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.17% | 2.27% | +2.90% |
Volatility
PJFAX vs. VFIFX - Volatility Comparison
PGIM Jennison Growth Fund (PJFAX) has a higher volatility of 5.66% compared to Vanguard Target Retirement 2050 Fund (VFIFX) at 4.70%. This indicates that PJFAX's price experiences larger fluctuations and is considered to be riskier than VFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PJFAX | VFIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 4.70% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 12.53% | 8.53% | +4.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.18% | 14.79% | +7.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.77% | 14.07% | +10.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.95% | 15.05% | +8.90% |