PRUAX vs. PBSMX
Compare and contrast key facts about PGIM Jennison Utility Fund (PRUAX) and PGIM Short-Term Corporate Bond Fund (PBSMX).
PRUAX is managed by PGIM. It was launched on Jan 21, 1990. PBSMX is managed by PGIM. It was launched on Sep 1, 1989.
Performance
PRUAX vs. PBSMX - Performance Comparison
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PRUAX vs. PBSMX - 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% |
PBSMX PGIM Short-Term Corporate Bond Fund | -0.49% | 6.41% | 4.25% | 5.98% | -7.06% | -0.71% | 5.16% | 6.47% | 0.35% | 1.86% |
Returns By Period
In the year-to-date period, PRUAX achieves a 6.96% return, which is significantly higher than PBSMX's -0.49% return. Over the past 10 years, PRUAX has outperformed PBSMX with an annualized return of 11.25%, while PBSMX has yielded a comparatively lower 2.23% 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%
PBSMX
- 1D
- 0.19%
- 1M
- -1.47%
- YTD
- -0.49%
- 6M
- 0.65%
- 1Y
- 3.94%
- 3Y*
- 4.66%
- 5Y*
- 1.71%
- 10Y*
- 2.23%
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PRUAX vs. PBSMX - Expense Ratio Comparison
PRUAX has a 0.83% expense ratio, which is higher than PBSMX's 0.71% expense ratio.
Return for Risk
PRUAX vs. PBSMX — Risk / Return Rank
PRUAX
PBSMX
PRUAX vs. PBSMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Utility Fund (PRUAX) and PGIM Short-Term Corporate Bond Fund (PBSMX). 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 | PBSMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 1.92 | -0.81 |
Sortino ratioReturn per unit of downside risk | 1.51 | 3.03 | -1.52 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.42 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 2.76 | -0.74 |
Martin ratioReturn relative to average drawdown | 4.77 | 10.84 | -6.07 |
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 | PBSMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 1.92 | -0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.60 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.86 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 1.60 | -0.93 |
Correlation
The correlation between PRUAX and PBSMX is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PRUAX vs. PBSMX - Dividend Comparison
PRUAX's dividend yield for the trailing twelve months is around 10.61%, more than PBSMX's 3.51% 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% |
PBSMX PGIM Short-Term Corporate Bond Fund | 3.51% | 3.74% | 3.00% | 2.65% | 2.02% | 1.79% | 2.22% | 2.57% | 2.57% | 2.40% | 2.40% | 2.56% |
Drawdowns
PRUAX vs. PBSMX - Drawdown Comparison
The maximum PRUAX drawdown since its inception was -58.20%, which is greater than PBSMX's maximum drawdown of -10.70%. Use the drawdown chart below to compare losses from any high point for PRUAX and PBSMX.
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Drawdown Indicators
| PRUAX | PBSMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.20% | -10.70% | -47.50% |
Max Drawdown (1Y)Largest decline over 1 year | -9.25% | -1.65% | -7.60% |
Max Drawdown (5Y)Largest decline over 5 years | -20.65% | -10.70% | -9.95% |
Max Drawdown (10Y)Largest decline over 10 years | -35.54% | -10.70% | -24.84% |
Current DrawdownCurrent decline from peak | -3.94% | -1.47% | -2.47% |
Average DrawdownAverage peak-to-trough decline | -9.45% | -0.88% | -8.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.92% | 0.42% | +3.50% |
Volatility
PRUAX vs. PBSMX - Volatility Comparison
PGIM Jennison Utility Fund (PRUAX) has a higher volatility of 5.85% compared to PGIM Short-Term Corporate Bond Fund (PBSMX) at 0.66%. This indicates that PRUAX's price experiences larger fluctuations and is considered to be riskier than PBSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRUAX | PBSMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.85% | 0.66% | +5.19% |
Volatility (6M)Calculated over the trailing 6-month period | 11.31% | 1.32% | +9.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.38% | 2.29% | +14.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.97% | 2.86% | +14.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.79% | 2.62% | +15.17% |