PRUAX vs. FSUTX
Compare and contrast key facts about PGIM Jennison Utility Fund (PRUAX) and Fidelity Select Utilities Portfolio (FSUTX).
PRUAX is managed by PGIM. It was launched on Jan 21, 1990. FSUTX is managed by Fidelity. It was launched on Dec 9, 1981.
Performance
PRUAX vs. FSUTX - Performance Comparison
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PRUAX vs. FSUTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRUAX PGIM Jennison Utility Fund | 6.96% | 11.47% | 39.83% | -3.96% | -0.18% | 14.89% | 4.14% | 27.06% | 1.14% | 13.78% |
FSUTX Fidelity Select Utilities Portfolio | 6.77% | 16.19% | 28.76% | -1.12% | 5.20% | 17.64% | 0.75% | 22.68% | 8.41% | 17.94% |
Returns By Period
The year-to-date returns for both stocks are quite close, with PRUAX having a 6.96% return and FSUTX slightly lower at 6.77%. Over the past 10 years, PRUAX has underperformed FSUTX with an annualized return of 11.25%, while FSUTX has yielded a comparatively higher 12.04% annualized return.
PRUAX
- 1D
- 0.50%
- 1M
- -3.94%
- YTD
- 6.96%
- 6M
- 4.81%
- 1Y
- 16.99%
- 3Y*
- 18.24%
- 5Y*
- 12.73%
- 10Y*
- 11.25%
FSUTX
- 1D
- -0.14%
- 1M
- -4.57%
- YTD
- 6.77%
- 6M
- 6.04%
- 1Y
- 21.04%
- 3Y*
- 17.73%
- 5Y*
- 13.73%
- 10Y*
- 12.04%
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PRUAX vs. FSUTX - Expense Ratio Comparison
PRUAX has a 0.83% expense ratio, which is higher than FSUTX's 0.74% expense ratio.
Return for Risk
PRUAX vs. FSUTX — Risk / Return Rank
PRUAX
FSUTX
PRUAX vs. FSUTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Utility Fund (PRUAX) and Fidelity Select Utilities Portfolio (FSUTX). 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.
| PRUAX | FSUTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 1.38 | -0.27 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.88 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.24 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 2.48 | -0.46 |
Martin ratioReturn relative to average drawdown | 4.77 | 6.24 | -1.47 |
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
| PRUAX | FSUTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 1.38 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.80 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.63 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.68 | -0.01 |
Correlation
The correlation between PRUAX and FSUTX is 0.84, 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
PRUAX vs. FSUTX - Dividend Comparison
PRUAX's dividend yield for the trailing twelve months is around 10.61%, more than FSUTX's 6.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRUAX PGIM Jennison Utility Fund | 10.61% | 11.24% | 18.59% | 9.82% | 8.33% | 13.94% | 2.07% | 5.62% | 9.19% | 4.19% | 7.64% | 11.96% |
FSUTX Fidelity Select Utilities Portfolio | 6.19% | 6.61% | 6.50% | 3.52% | 4.67% | 2.68% | 4.86% | 2.29% | 8.37% | 5.61% | 2.51% | 4.47% |
Drawdowns
PRUAX vs. FSUTX - Drawdown Comparison
The maximum PRUAX drawdown since its inception was -58.20%, smaller than the maximum FSUTX drawdown of -66.73%. Use the drawdown chart below to compare losses from any high point for PRUAX and FSUTX.
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Drawdown Indicators
| PRUAX | FSUTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.20% | -66.73% | +8.53% |
Max Drawdown (1Y)Largest decline over 1 year | -9.25% | -9.21% | -0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -20.65% | -20.15% | -0.50% |
Max Drawdown (10Y)Largest decline over 10 years | -35.54% | -37.61% | +2.07% |
Current DrawdownCurrent decline from peak | -3.94% | -4.57% | +0.63% |
Average DrawdownAverage peak-to-trough decline | -9.45% | -11.29% | +1.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.92% | 3.66% | +0.26% |
Volatility
PRUAX vs. FSUTX - Volatility Comparison
PGIM Jennison Utility Fund (PRUAX) and Fidelity Select Utilities Portfolio (FSUTX) have volatilities of 5.85% and 6.05%, 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
| PRUAX | FSUTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.85% | 6.05% | -0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 11.31% | 12.18% | -0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.38% | 16.24% | +0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.97% | 17.20% | -0.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.79% | 19.30% | -1.51% |