PSCZX vs. FDSCX
Compare and contrast key facts about PGIM Jennison Small Company Fund Class Z (PSCZX) and Fidelity Stock Selector Small Cap Fund (FDSCX).
PSCZX is an actively managed fund by PGIM. It was launched on Mar 1, 1996. FDSCX is managed by Fidelity. It was launched on Jun 28, 1993.
Performance
PSCZX vs. FDSCX - Performance Comparison
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PSCZX vs. FDSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSCZX PGIM Jennison Small Company Fund Class Z | -2.55% | 7.29% | 16.22% | 11.85% | -18.57% | 29.43% | 27.53% | 40.68% | -13.42% | 19.81% |
FDSCX Fidelity Stock Selector Small Cap Fund | 0.40% | 14.33% | 14.51% | 19.46% | -18.28% | 24.76% | 21.76% | 30.42% | -8.90% | 11.25% |
Returns By Period
In the year-to-date period, PSCZX achieves a -2.55% return, which is significantly lower than FDSCX's 0.40% return. Both investments have delivered pretty close results over the past 10 years, with PSCZX having a 11.63% annualized return and FDSCX not far behind at 11.60%.
PSCZX
- 1D
- -1.29%
- 1M
- -9.26%
- YTD
- -2.55%
- 6M
- 2.77%
- 1Y
- 13.91%
- 3Y*
- 9.48%
- 5Y*
- 5.05%
- 10Y*
- 11.63%
FDSCX
- 1D
- -1.78%
- 1M
- -8.42%
- YTD
- 0.40%
- 6M
- 5.71%
- 1Y
- 26.34%
- 3Y*
- 14.49%
- 5Y*
- 7.30%
- 10Y*
- 11.60%
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PSCZX vs. FDSCX - Expense Ratio Comparison
PSCZX has a 0.82% expense ratio, which is lower than FDSCX's 0.90% expense ratio.
Return for Risk
PSCZX vs. FDSCX — Risk / Return Rank
PSCZX
FDSCX
PSCZX vs. FDSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Small Company Fund Class Z (PSCZX) and Fidelity Stock Selector Small Cap Fund (FDSCX). 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.
| PSCZX | FDSCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 1.18 | -0.52 |
Sortino ratioReturn per unit of downside risk | 1.05 | 1.75 | -0.70 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.23 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.81 | 1.71 | -0.91 |
Martin ratioReturn relative to average drawdown | 3.37 | 7.32 | -3.95 |
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
| PSCZX | FDSCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 1.18 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.34 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.53 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.40 | +0.06 |
Correlation
The correlation between PSCZX and FDSCX is 0.93, 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
PSCZX vs. FDSCX - Dividend Comparison
PSCZX's dividend yield for the trailing twelve months is around 7.05%, more than FDSCX's 0.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSCZX PGIM Jennison Small Company Fund Class Z | 7.05% | 6.87% | 4.72% | 0.50% | 3.67% | 31.87% | 13.30% | 16.41% | 19.48% | 7.97% | 5.32% | 14.40% |
FDSCX Fidelity Stock Selector Small Cap Fund | 0.72% | 0.72% | 2.71% | 0.23% | 0.12% | 10.85% | 1.40% | 2.13% | 22.39% | 10.02% | 1.63% | 7.06% |
Drawdowns
PSCZX vs. FDSCX - Drawdown Comparison
The maximum PSCZX drawdown since its inception was -56.47%, smaller than the maximum FDSCX drawdown of -65.47%. Use the drawdown chart below to compare losses from any high point for PSCZX and FDSCX.
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Drawdown Indicators
| PSCZX | FDSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.47% | -65.47% | +9.00% |
Max Drawdown (1Y)Largest decline over 1 year | -14.37% | -13.84% | -0.53% |
Max Drawdown (5Y)Largest decline over 5 years | -28.08% | -30.56% | +2.48% |
Max Drawdown (10Y)Largest decline over 10 years | -47.40% | -38.43% | -8.97% |
Current DrawdownCurrent decline from peak | -9.83% | -9.82% | -0.01% |
Average DrawdownAverage peak-to-trough decline | -10.11% | -11.28% | +1.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.43% | 3.24% | +0.19% |
Volatility
PSCZX vs. FDSCX - Volatility Comparison
The current volatility for PGIM Jennison Small Company Fund Class Z (PSCZX) is 6.41%, while Fidelity Stock Selector Small Cap Fund (FDSCX) has a volatility of 6.89%. This indicates that PSCZX experiences smaller price fluctuations and is considered to be less risky than FDSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSCZX | FDSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.41% | 6.89% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 11.92% | 13.00% | -1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.70% | 22.18% | -1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.20% | 21.58% | -1.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.05% | 21.79% | +0.26% |