TASVX vs. PJFAX
Compare and contrast key facts about PGIM Quant Solutions Small-Cap Value Fund (TASVX) and PGIM Jennison Growth Fund (PJFAX).
TASVX is managed by PGIM. It was launched on Jan 5, 1993. PJFAX is managed by PGIM. It was launched on Nov 2, 1995.
Performance
TASVX vs. PJFAX - Performance Comparison
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TASVX vs. PJFAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TASVX PGIM Quant Solutions Small-Cap Value Fund | 5.01% | 13.71% | 18.76% | 16.92% | -11.44% | 41.68% | -3.08% | 15.56% | -19.00% | 6.21% |
PJFAX PGIM Jennison Growth Fund | -11.09% | 14.53% | 48.10% | 52.76% | -37.89% | 15.65% | 55.66% | 45.04% | -1.24% | 36.41% |
Returns By Period
In the year-to-date period, TASVX achieves a 5.01% return, which is significantly higher than PJFAX's -11.09% return. Over the past 10 years, TASVX has underperformed PJFAX with an annualized return of 10.16%, while PJFAX has yielded a comparatively higher 17.93% annualized return.
TASVX
- 1D
- 2.36%
- 1M
- -3.81%
- YTD
- 5.01%
- 6M
- 9.31%
- 1Y
- 29.85%
- 3Y*
- 19.89%
- 5Y*
- 10.04%
- 10Y*
- 10.16%
PJFAX
- 1D
- 3.70%
- 1M
- -5.62%
- YTD
- -11.09%
- 6M
- -10.65%
- 1Y
- 12.35%
- 3Y*
- 24.87%
- 5Y*
- 10.87%
- 10Y*
- 17.93%
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TASVX vs. PJFAX - Expense Ratio Comparison
TASVX has a 0.79% expense ratio, which is lower than PJFAX's 0.97% expense ratio.
Return for Risk
TASVX vs. PJFAX — Risk / Return Rank
TASVX
PJFAX
TASVX vs. PJFAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Quant Solutions Small-Cap Value Fund (TASVX) and PGIM Jennison Growth Fund (PJFAX). 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.
| TASVX | PJFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 0.59 | +0.83 |
Sortino ratioReturn per unit of downside risk | 2.03 | 1.01 | +1.02 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.14 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.24 | 0.73 | +1.51 |
Martin ratioReturn relative to average drawdown | 8.45 | 2.47 | +5.98 |
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
| TASVX | PJFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 0.59 | +0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.44 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.75 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.49 | +0.01 |
Correlation
The correlation between TASVX and PJFAX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
TASVX vs. PJFAX - Dividend Comparison
TASVX's dividend yield for the trailing twelve months is around 1.23%, less than PJFAX's 15.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TASVX PGIM Quant Solutions Small-Cap Value Fund | 1.23% | 1.29% | 26.54% | 3.43% | 22.08% | 1.46% | 1.38% | 2.81% | 10.87% | 13.42% | 1.83% | 45.04% |
PJFAX PGIM Jennison Growth Fund | 15.09% | 13.42% | 24.62% | 7.23% | 2.77% | 14.67% | 9.02% | 16.27% | 6.06% | 5.85% | 4.12% | 6.90% |
Drawdowns
TASVX vs. PJFAX - Drawdown Comparison
The maximum TASVX drawdown since its inception was -59.79%, smaller than the maximum PJFAX drawdown of -64.07%. Use the drawdown chart below to compare losses from any high point for TASVX and PJFAX.
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Drawdown Indicators
| TASVX | PJFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.79% | -64.07% | +4.28% |
Max Drawdown (1Y)Largest decline over 1 year | -13.60% | -17.76% | +4.16% |
Max Drawdown (5Y)Largest decline over 5 years | -24.62% | -43.56% | +18.94% |
Max Drawdown (10Y)Largest decline over 10 years | -59.79% | -43.56% | -16.23% |
Current DrawdownCurrent decline from peak | -5.23% | -14.72% | +9.49% |
Average DrawdownAverage peak-to-trough decline | -8.53% | -20.44% | +11.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 5.25% | -1.65% |
Volatility
TASVX vs. PJFAX - Volatility Comparison
The current volatility for PGIM Quant Solutions Small-Cap Value Fund (TASVX) is 6.17%, while PGIM Jennison Growth Fund (PJFAX) has a volatility of 6.98%. This indicates that TASVX experiences smaller price fluctuations and is considered to be less risky than PJFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TASVX | PJFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.17% | 6.98% | -0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 12.41% | 13.06% | -0.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.54% | 22.44% | -0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.76% | 24.81% | -2.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.48% | 23.97% | +2.51% |