PWJZX vs. FIVFX

In the year-to-date period, PWJZX achieves a 7.29% return, which is significantly lower than FIVFX's 9.77% return. Over the past 10 years, PWJZX has outperformed FIVFX with an annualized return of 8.77%, while FIVFX has yielded a comparatively lower 6.17% annualized return.

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PWJZX has a 0.90% expense ratio, which is lower than FIVFX's 1.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison International Opportunities Fund (PWJZX) and Fidelity International Capital Appreciation Fund (FIVFX). 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.

The current PWJZX Sharpe Ratio is 0.27, which is lower than the FIVFX Sharpe Ratio of 0.40. The chart below compares the historical Sharpe Ratios of PWJZX and FIVFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PWJZX's dividend yield for the trailing twelve months is around 0.07%, less than FIVFX's 0.71% yield.

The maximum PWJZX drawdown since its inception was -48.26%, smaller than the maximum FIVFX drawdown of -66.30%. Use the drawdown chart below to compare losses from any high point for PWJZX and FIVFX. For additional features, visit the drawdowns tool.

PGIM Jennison International Opportunities Fund (PWJZX) and Fidelity International Capital Appreciation Fund (FIVFX) have volatilities of 5.55% and 5.34%, 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.