PSCZX vs. NESIX
Compare and contrast key facts about PGIM Jennison Small Company Fund Class Z (PSCZX) and Needham Small Cap Growth Fund Institutional (NESIX).
PSCZX is an actively managed fund by PGIM. It was launched on Mar 1, 1996. NESIX is managed by Needham. It was launched on Dec 30, 2016.
Performance
PSCZX vs. NESIX - Performance Comparison
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PSCZX vs. NESIX - 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% | 18.73% |
NESIX Needham Small Cap Growth Fund Institutional | 9.63% | 11.16% | 13.47% | 5.85% | -29.71% | 11.36% | 73.06% | 55.28% | -4.87% | 12.63% |
Returns By Period
In the year-to-date period, PSCZX achieves a -2.55% return, which is significantly lower than NESIX's 9.63% return.
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%
NESIX
- 1D
- -4.46%
- 1M
- -7.08%
- YTD
- 9.63%
- 6M
- 12.40%
- 1Y
- 48.73%
- 3Y*
- 11.47%
- 5Y*
- 1.26%
- 10Y*
- —
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PSCZX vs. NESIX - Expense Ratio Comparison
PSCZX has a 0.82% expense ratio, which is lower than NESIX's 1.18% expense ratio.
Return for Risk
PSCZX vs. NESIX — Risk / Return Rank
PSCZX
NESIX
PSCZX vs. NESIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Small Company Fund Class Z (PSCZX) and Needham Small Cap Growth Fund Institutional (NESIX). 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 | NESIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 1.34 | -0.68 |
Sortino ratioReturn per unit of downside risk | 1.05 | 1.91 | -0.86 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.25 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.81 | 2.44 | -1.63 |
Martin ratioReturn relative to average drawdown | 3.37 | 8.21 | -4.84 |
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 | NESIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 1.34 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.04 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.53 | -0.07 |
Correlation
The correlation between PSCZX and NESIX is 0.81, 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. NESIX - Dividend Comparison
PSCZX's dividend yield for the trailing twelve months is around 7.05%, while NESIX has not paid dividends to shareholders.
| 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% |
NESIX Needham Small Cap Growth Fund Institutional | 0.00% | 0.00% | 0.00% | 0.00% | 3.93% | 23.92% | 13.26% | 8.25% | 21.96% | 8.89% | 0.00% | 0.00% |
Drawdowns
PSCZX vs. NESIX - Drawdown Comparison
The maximum PSCZX drawdown since its inception was -56.47%, which is greater than NESIX's maximum drawdown of -49.61%. Use the drawdown chart below to compare losses from any high point for PSCZX and NESIX.
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Drawdown Indicators
| PSCZX | NESIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.47% | -49.61% | -6.86% |
Max Drawdown (1Y)Largest decline over 1 year | -14.37% | -17.25% | +2.88% |
Max Drawdown (5Y)Largest decline over 5 years | -28.08% | -49.61% | +21.53% |
Max Drawdown (10Y)Largest decline over 10 years | -47.40% | — | — |
Current DrawdownCurrent decline from peak | -9.83% | -9.15% | -0.68% |
Average DrawdownAverage peak-to-trough decline | -10.11% | -15.27% | +5.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.43% | 5.12% | -1.69% |
Volatility
PSCZX vs. NESIX - Volatility Comparison
The current volatility for PGIM Jennison Small Company Fund Class Z (PSCZX) is 6.41%, while Needham Small Cap Growth Fund Institutional (NESIX) has a volatility of 10.99%. This indicates that PSCZX experiences smaller price fluctuations and is considered to be less risky than NESIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSCZX | NESIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.41% | 10.99% | -4.58% |
Volatility (6M)Calculated over the trailing 6-month period | 11.92% | 22.90% | -10.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.70% | 35.06% | -14.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.20% | 29.10% | -8.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.05% | 26.30% | -4.25% |