PQJCX vs. PGOAX
Compare and contrast key facts about PGIM Jennison Small-Cap Core Equity Fund (PQJCX) and PGIM Jennison Small Company Fund (PGOAX).
PQJCX is managed by PGIM Funds (Prudential). It was launched on Nov 15, 2016. PGOAX is managed by PGIM Investments. It was launched on Jan 22, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PQJCX or PGOAX.
Correlation
The correlation between PQJCX and PGOAX is 0.98, 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.
Performance
PQJCX vs. PGOAX - Performance Comparison
Key characteristics
PQJCX:
0.35
PGOAX:
0.64
PQJCX:
0.59
PGOAX:
0.96
PQJCX:
1.08
PGOAX:
1.12
PQJCX:
0.19
PGOAX:
0.26
PQJCX:
1.23
PGOAX:
2.48
PQJCX:
5.83%
PGOAX:
4.19%
PQJCX:
19.98%
PGOAX:
16.17%
PQJCX:
-49.79%
PGOAX:
-61.42%
PQJCX:
-31.32%
PGOAX:
-31.28%
Returns By Period
In the year-to-date period, PQJCX achieves a -0.27% return, which is significantly lower than PGOAX's 1.29% return.
PQJCX
-0.27%
0.55%
0.72%
8.59%
3.20%
N/A
PGOAX
1.29%
1.20%
5.64%
11.56%
-0.15%
-1.82%
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PQJCX vs. PGOAX - Expense Ratio Comparison
PQJCX has a 0.95% expense ratio, which is lower than PGOAX's 1.13% expense ratio.
Risk-Adjusted Performance
PQJCX vs. PGOAX — Risk-Adjusted Performance Rank
PQJCX
PGOAX
PQJCX vs. PGOAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Small-Cap Core Equity Fund (PQJCX) and PGIM Jennison Small Company Fund (PGOAX). 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.
Dividends
PQJCX vs. PGOAX - Dividend Comparison
PQJCX's dividend yield for the trailing twelve months is around 0.27%, less than PGOAX's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PQJCX PGIM Jennison Small-Cap Core Equity Fund | 0.27% | 0.27% | 0.83% | 0.32% | 0.00% | 0.00% | 0.00% | 0.47% | 0.02% | 0.00% | 0.00% | 0.00% |
PGOAX PGIM Jennison Small Company Fund | 0.53% | 0.54% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.29% | 0.04% | 0.63% | 0.16% | 0.25% |
Drawdowns
PQJCX vs. PGOAX - Drawdown Comparison
The maximum PQJCX drawdown since its inception was -49.79%, smaller than the maximum PGOAX drawdown of -61.42%. Use the drawdown chart below to compare losses from any high point for PQJCX and PGOAX. For additional features, visit the drawdowns tool.
Volatility
PQJCX vs. PGOAX - Volatility Comparison
PGIM Jennison Small-Cap Core Equity Fund (PQJCX) and PGIM Jennison Small Company Fund (PGOAX) have volatilities of 4.01% and 4.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.