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. It was launched on Nov 15, 2016. PGOAX is managed by PGIM. It was launched on Jan 22, 1990.
Performance
PQJCX vs. PGOAX - Performance Comparison
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PQJCX vs. PGOAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PQJCX PGIM Jennison Small-Cap Core Equity Fund | -1.17% | 1.89% | 28.82% | 14.96% | -24.07% | 21.70% | 38.85% | 25.61% | -12.36% | 18.36% |
PGOAX PGIM Jennison Small Company Fund | 0.82% | 6.96% | 16.26% | 11.48% | -18.85% | 29.05% | 27.07% | 41.48% | -13.69% | 18.53% |
Returns By Period
In the year-to-date period, PQJCX achieves a -1.17% return, which is significantly lower than PGOAX's 0.82% return.
PQJCX
- 1D
- 3.74%
- 1M
- -6.73%
- YTD
- -1.17%
- 6M
- 2.58%
- 1Y
- 13.31%
- 3Y*
- 12.88%
- 5Y*
- 4.54%
- 10Y*
- —
PGOAX
- 1D
- 3.52%
- 1M
- -6.58%
- YTD
- 0.82%
- 6M
- 6.31%
- 1Y
- 17.14%
- 3Y*
- 10.55%
- 5Y*
- 5.15%
- 10Y*
- 11.81%
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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.
Return for Risk
PQJCX vs. PGOAX — Risk / Return Rank
PQJCX
PGOAX
PQJCX vs. PGOAX - Risk-Adjusted Trends 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.
| PQJCX | PGOAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.84 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.01 | 1.30 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.18 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 1.20 | -0.30 |
Martin ratioReturn relative to average drawdown | 3.43 | 4.98 | -1.56 |
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
| PQJCX | PGOAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.84 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.26 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.54 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.56 | -0.10 |
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.
Dividends
PQJCX vs. PGOAX - Dividend Comparison
PQJCX's dividend yield for the trailing twelve months is around 3.05%, less than PGOAX's 8.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PQJCX PGIM Jennison Small-Cap Core Equity Fund | 3.05% | 3.01% | 18.27% | 0.83% | 0.51% | 26.55% | 3.86% | 0.00% | 7.11% | 1.72% | 0.00% | 0.00% |
PGOAX PGIM Jennison Small Company Fund | 8.05% | 8.11% | 5.29% | 0.37% | 4.11% | 37.46% | 14.95% | 18.11% | 20.80% | 8.28% | 5.42% | 15.00% |
Drawdowns
PQJCX vs. PGOAX - Drawdown Comparison
The maximum PQJCX drawdown since its inception was -43.56%, smaller than the maximum PGOAX drawdown of -56.57%. Use the drawdown chart below to compare losses from any high point for PQJCX and PGOAX.
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Drawdown Indicators
| PQJCX | PGOAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.56% | -56.57% | +13.01% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -14.34% | -0.30% |
Max Drawdown (5Y)Largest decline over 5 years | -36.11% | -28.19% | -7.92% |
Max Drawdown (10Y)Largest decline over 10 years | — | -47.39% | — |
Current DrawdownCurrent decline from peak | -7.81% | -6.71% | -1.10% |
Average DrawdownAverage peak-to-trough decline | -11.22% | -9.03% | -2.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.86% | 3.46% | +0.40% |
Volatility
PQJCX vs. PGOAX - Volatility Comparison
PGIM Jennison Small-Cap Core Equity Fund (PQJCX) and PGIM Jennison Small Company Fund (PGOAX) have volatilities of 7.86% and 7.51%, 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.
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Volatility by Period
| PQJCX | PGOAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.86% | 7.51% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 13.32% | 12.40% | +0.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.19% | 20.94% | +1.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.03% | 20.26% | +1.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.00% | 22.12% | +0.88% |