VRTGX vs. PSCZX
Compare and contrast key facts about Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) and PGIM Jennison Small Company Fund Class Z (PSCZX).
VRTGX is managed by Vanguard. It was launched on May 25, 2011. PSCZX is an actively managed fund by PGIM. It was launched on Mar 1, 1996.
Performance
VRTGX vs. PSCZX - Performance Comparison
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VRTGX vs. PSCZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VRTGX Vanguard Russell 2000 Growth Index Fund Institutional Shares | -6.77% | 12.97% | 15.26% | 18.80% | -26.30% | 2.82% | 34.81% | 28.84% | -9.21% | 22.27% |
PSCZX PGIM Jennison Small Company Fund Class Z | -2.55% | 7.29% | 16.22% | 11.85% | -18.57% | 29.43% | 27.53% | 40.68% | -13.42% | 19.81% |
Returns By Period
In the year-to-date period, VRTGX achieves a -6.77% return, which is significantly lower than PSCZX's -2.55% return. Over the past 10 years, VRTGX has underperformed PSCZX with an annualized return of 9.37%, while PSCZX has yielded a comparatively higher 11.63% annualized return.
VRTGX
- 1D
- -2.00%
- 1M
- -10.13%
- YTD
- -6.77%
- 6M
- -5.62%
- 1Y
- 18.63%
- 3Y*
- 10.77%
- 5Y*
- 0.82%
- 10Y*
- 9.37%
PSCZX
- 1D
- -1.29%
- 1M
- -9.26%
- YTD
- -2.55%
- 6M
- 2.77%
- 1Y
- 13.91%
- 3Y*
- 9.48%
- 5Y*
- 5.05%
- 10Y*
- 11.63%
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VRTGX vs. PSCZX - Expense Ratio Comparison
VRTGX has a 0.08% expense ratio, which is lower than PSCZX's 0.82% expense ratio.
Return for Risk
VRTGX vs. PSCZX — Risk / Return Rank
VRTGX
PSCZX
VRTGX vs. PSCZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) and PGIM Jennison Small Company Fund Class Z (PSCZX). 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.
| VRTGX | PSCZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.66 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.15 | 1.05 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.15 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 0.81 | +0.22 |
Martin ratioReturn relative to average drawdown | 3.52 | 3.37 | +0.15 |
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
| VRTGX | PSCZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.66 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.25 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.53 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.45 | 0.00 |
Correlation
The correlation between VRTGX and PSCZX is 0.94, 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
VRTGX vs. PSCZX - Dividend Comparison
VRTGX's dividend yield for the trailing twelve months is around 0.77%, less than PSCZX's 7.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRTGX Vanguard Russell 2000 Growth Index Fund Institutional Shares | 0.77% | 0.57% | 0.62% | 0.85% | 0.78% | 0.54% | 0.53% | 0.90% | 0.85% | 0.75% | 1.07% | 0.84% |
PSCZX PGIM Jennison Small Company Fund Class Z | 7.05% | 6.87% | 4.72% | 0.50% | 3.67% | 31.87% | 13.30% | 16.41% | 19.48% | 7.97% | 5.32% | 14.40% |
Drawdowns
VRTGX vs. PSCZX - Drawdown Comparison
The maximum VRTGX drawdown since its inception was -41.97%, smaller than the maximum PSCZX drawdown of -56.47%. Use the drawdown chart below to compare losses from any high point for VRTGX and PSCZX.
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Drawdown Indicators
| VRTGX | PSCZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.97% | -56.47% | +14.50% |
Max Drawdown (1Y)Largest decline over 1 year | -14.80% | -14.37% | -0.43% |
Max Drawdown (5Y)Largest decline over 5 years | -40.48% | -28.08% | -12.40% |
Max Drawdown (10Y)Largest decline over 10 years | -41.97% | -47.40% | +5.43% |
Current DrawdownCurrent decline from peak | -14.80% | -9.83% | -4.97% |
Average DrawdownAverage peak-to-trough decline | -10.53% | -10.11% | -0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.30% | 3.43% | +0.87% |
Volatility
VRTGX vs. PSCZX - Volatility Comparison
Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) has a higher volatility of 7.60% compared to PGIM Jennison Small Company Fund Class Z (PSCZX) at 6.41%. This indicates that VRTGX's price experiences larger fluctuations and is considered to be riskier than PSCZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VRTGX | PSCZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.60% | 6.41% | +1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 16.04% | 11.92% | +4.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.09% | 20.70% | +4.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.47% | 20.20% | +4.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.41% | 22.05% | +2.36% |