SAGWX vs. PGOAX
Compare and contrast key facts about Touchstone Small Company Fund (SAGWX) and PGIM Jennison Small Company Fund (PGOAX).
SAGWX is managed by Touchstone. It was launched on Mar 1, 1993. PGOAX is managed by PGIM. It was launched on Jan 22, 1990.
Performance
SAGWX vs. PGOAX - Performance Comparison
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SAGWX vs. PGOAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAGWX Touchstone Small Company Fund | -2.26% | 9.58% | 13.32% | 15.71% | -14.64% | 22.83% | 17.58% | 29.44% | -8.42% | 17.32% |
PGOAX PGIM Jennison Small Company Fund | 1.69% | 6.96% | 16.26% | 11.48% | -18.85% | 29.05% | 27.07% | 41.48% | -13.69% | 19.58% |
Returns By Period
In the year-to-date period, SAGWX achieves a -2.26% return, which is significantly lower than PGOAX's 1.69% return. Over the past 10 years, SAGWX has underperformed PGOAX with an annualized return of 10.93%, while PGOAX has yielded a comparatively higher 11.91% annualized return.
SAGWX
- 1D
- 2.19%
- 1M
- -5.46%
- YTD
- -2.26%
- 6M
- -0.08%
- 1Y
- 14.17%
- 3Y*
- 11.00%
- 5Y*
- 5.06%
- 10Y*
- 10.93%
PGOAX
- 1D
- 0.86%
- 1M
- -4.06%
- YTD
- 1.69%
- 6M
- 6.78%
- 1Y
- 16.04%
- 3Y*
- 10.86%
- 5Y*
- 5.33%
- 10Y*
- 11.91%
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SAGWX vs. PGOAX - Expense Ratio Comparison
SAGWX has a 1.17% expense ratio, which is higher than PGOAX's 1.13% expense ratio.
Return for Risk
SAGWX vs. PGOAX — Risk / Return Rank
SAGWX
PGOAX
SAGWX vs. PGOAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Small Company Fund (SAGWX) and PGIM Jennison Small Company Fund (PGOAX). 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.
| SAGWX | PGOAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.87 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.23 | 1.33 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 1.30 | -0.11 |
Martin ratioReturn relative to average drawdown | 4.65 | 5.33 | -0.69 |
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
| SAGWX | PGOAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.87 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.26 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.54 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.56 | -0.05 |
Correlation
The correlation between SAGWX and PGOAX is 0.91, 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
SAGWX vs. PGOAX - Dividend Comparison
SAGWX's dividend yield for the trailing twelve months is around 5.95%, less than PGOAX's 7.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAGWX Touchstone Small Company Fund | 5.95% | 5.82% | 6.03% | 0.15% | 2.57% | 19.71% | 0.10% | 11.83% | 14.83% | 9.03% | 8.71% | 21.16% |
PGOAX PGIM Jennison Small Company Fund | 7.98% | 8.11% | 5.29% | 0.37% | 4.11% | 37.46% | 14.95% | 18.11% | 20.80% | 8.28% | 5.42% | 15.00% |
Drawdowns
SAGWX vs. PGOAX - Drawdown Comparison
The maximum SAGWX drawdown since its inception was -51.87%, smaller than the maximum PGOAX drawdown of -56.57%. Use the drawdown chart below to compare losses from any high point for SAGWX and PGOAX.
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Drawdown Indicators
| SAGWX | PGOAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.87% | -56.57% | +4.70% |
Max Drawdown (1Y)Largest decline over 1 year | -13.16% | -9.88% | -3.28% |
Max Drawdown (5Y)Largest decline over 5 years | -37.07% | -28.19% | -8.88% |
Max Drawdown (10Y)Largest decline over 10 years | -41.75% | -47.39% | +5.64% |
Current DrawdownCurrent decline from peak | -7.62% | -5.90% | -1.72% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -9.03% | +0.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 3.48% | -0.12% |
Volatility
SAGWX vs. PGOAX - Volatility Comparison
The current volatility for Touchstone Small Company Fund (SAGWX) is 5.09%, while PGIM Jennison Small Company Fund (PGOAX) has a volatility of 7.43%. This indicates that SAGWX experiences smaller price fluctuations and is considered to be less risky than PGOAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SAGWX | PGOAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.09% | 7.43% | -2.34% |
Volatility (6M)Calculated over the trailing 6-month period | 11.14% | 12.42% | -1.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.47% | 20.95% | -0.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.89% | 20.25% | +2.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.64% | 22.12% | +0.52% |