PSIFX vs. POGSX
Compare and contrast key facts about PGIM Quant Solutions Stock Index Fund (PSIFX) and Pin Oak Equity (POGSX).
PSIFX is managed by PGIM. It was launched on Nov 5, 1992. POGSX is managed by Oak Associates. It was launched on Aug 3, 1992.
Performance
PSIFX vs. POGSX - Performance Comparison
Loading graphics...
PSIFX vs. POGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSIFX PGIM Quant Solutions Stock Index Fund | -7.12% | 17.59% | 28.87% | 26.03% | -18.45% | 16.13% | 18.30% | 58.00% | -5.01% | 21.61% |
POGSX Pin Oak Equity | 5.66% | 27.41% | 18.99% | 27.16% | -25.10% | 21.42% | 10.60% | 27.72% | -6.15% | 15.14% |
Returns By Period
In the year-to-date period, PSIFX achieves a -7.12% return, which is significantly lower than POGSX's 5.66% return. Over the past 10 years, PSIFX has outperformed POGSX with an annualized return of 14.79%, while POGSX has yielded a comparatively lower 13.07% annualized return.
PSIFX
- 1D
- -0.41%
- 1M
- -7.70%
- YTD
- -7.12%
- 6M
- -4.70%
- 1Y
- 14.15%
- 3Y*
- 18.19%
- 5Y*
- 9.64%
- 10Y*
- 14.79%
POGSX
- 1D
- -0.02%
- 1M
- -5.28%
- YTD
- 5.66%
- 6M
- 12.41%
- 1Y
- 33.37%
- 3Y*
- 25.41%
- 5Y*
- 11.32%
- 10Y*
- 13.07%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PSIFX vs. POGSX - Expense Ratio Comparison
PSIFX has a 0.24% expense ratio, which is lower than POGSX's 0.91% expense ratio.
Return for Risk
PSIFX vs. POGSX — Risk / Return Rank
PSIFX
POGSX
PSIFX vs. POGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Quant Solutions Stock Index Fund (PSIFX) and Pin Oak Equity (POGSX). 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.
| PSIFX | POGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 1.74 | -0.92 |
Sortino ratioReturn per unit of downside risk | 1.28 | 2.75 | -1.47 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.40 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 2.85 | -1.82 |
Martin ratioReturn relative to average drawdown | 5.01 | 11.79 | -6.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PSIFX | POGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 1.74 | -0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.64 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.71 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.29 | +0.27 |
Correlation
The correlation between PSIFX and POGSX is 0.80, 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
PSIFX vs. POGSX - Dividend Comparison
PSIFX's dividend yield for the trailing twelve months is around 9.24%, less than POGSX's 17.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSIFX PGIM Quant Solutions Stock Index Fund | 9.24% | 8.58% | 7.80% | 13.52% | 16.37% | 1.12% | 28.17% | 34.50% | 23.67% | 6.19% | 3.87% | 3.85% |
POGSX Pin Oak Equity | 17.99% | 8.85% | 17.87% | 8.21% | 0.15% | 10.93% | 4.60% | 3.22% | 2.94% | 1.79% | 2.03% | 3.83% |
Drawdowns
PSIFX vs. POGSX - Drawdown Comparison
The maximum PSIFX drawdown since its inception was -55.36%, smaller than the maximum POGSX drawdown of -89.46%. Use the drawdown chart below to compare losses from any high point for PSIFX and POGSX.
Loading graphics...
Drawdown Indicators
| PSIFX | POGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.36% | -89.46% | +34.10% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -10.96% | -1.15% |
Max Drawdown (5Y)Largest decline over 5 years | -30.56% | -29.81% | -0.75% |
Max Drawdown (10Y)Largest decline over 10 years | -33.76% | -33.05% | -0.71% |
Current DrawdownCurrent decline from peak | -8.93% | -8.03% | -0.90% |
Average DrawdownAverage peak-to-trough decline | -9.58% | -36.91% | +27.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.65% | -0.15% |
Volatility
PSIFX vs. POGSX - Volatility Comparison
PGIM Quant Solutions Stock Index Fund (PSIFX) has a higher volatility of 4.25% compared to Pin Oak Equity (POGSX) at 3.76%. This indicates that PSIFX's price experiences larger fluctuations and is considered to be riskier than POGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PSIFX | POGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 3.76% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 9.09% | 12.91% | -3.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.14% | 19.62% | -1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.59% | 17.85% | -0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.55% | 18.56% | +0.99% |