VFIFX vs. PJFAX

In the year-to-date period, VFIFX achieves a 1.65% return, which is significantly higher than PJFAX's -4.55% return. Over the past 10 years, VFIFX has underperformed PJFAX with an annualized return of 7.22%, while PJFAX has yielded a comparatively higher 14.52% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

VFIFX has a 0.08% expense ratio, which is lower than PJFAX's 0.97% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2050 Fund (VFIFX) 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.

The current VFIFX Sharpe Ratio is 0.61, which is higher than the PJFAX Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of VFIFX and PJFAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VFIFX's dividend yield for the trailing twelve months is around 2.16%, while PJFAX has not paid dividends to shareholders.

The maximum VFIFX drawdown since its inception was -51.68%, smaller than the maximum PJFAX drawdown of -67.83%. Use the drawdown chart below to compare losses from any high point for VFIFX and PJFAX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Target Retirement 2050 Fund (VFIFX) is 4.75%, while PGIM Jennison Growth Fund (PJFAX) has a volatility of 7.99%. This indicates that VFIFX 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.