MBSX vs PJFM
Comparison between REGAN FIXED RATE MBS ETF (MBSX, ETF) and PGIM JENNISON FOCUSED MID-CAP ETF (PJFM, ETF).
MBSX vs PJFM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MBSX
$17M
PJFM
$17M
Expense Ratio
Winner
MBSX
0.40%
PJFM
0.49%
Max Drawdown
MBSX
27.57%
Winner
PJFM
23.47%
Sharpe Ratio
MBSX
0.37
Winner
PJFM
1.09
5Y Beta
Winner
MBSX
0.12
PJFM
0.96
P/E Ratio
MBSX
N/A
PJFM
4.16
Forward P/E
MBSX
N/A
PJFM
19.75
PEG Ratio
MBSX
N/A
PJFM
0.04
5Y EPS CAGR
MBSX
N/A
PJFM
14.03%
Debt to Equity
MBSX
N/A
PJFM
45.33%
MBSX vs PJFM - Historical Returns
Returns include dividend reinvestment.
1M
MBSX
+3.06%
Winner
PJFM
+5.85%
3M
MBSX
-0.40%
Winner
PJFM
+13.96%
6M
MBSX
+2.74%
Winner
PJFM
+11.75%
1Y
MBSX
+8.70%
Winner
PJFM
+22.16%
Max(CAGR)
MBSX
+9.30%
Winner
PJFM
+14.02%
MBSX vs PJFM - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | MBSX | PJFM |
|---|---|---|
| 2026 | +1.52% | +10.55% |
| 2025 | +8.21% | +7.00% |
| 2024 | N/A | +16.20% |
| 2023 | N/A | -0.08% |
MBSX vs PJFM Drawdown Comparison
The maximum drawdown for MBSX was -27.57%, occurring on Jun 2, 2026. This drawdown has not yet recovered.
The maximum drawdown for PJFM was -22.83%, occurring on Apr 8, 2025. Recovery took 253 trading sessions.
The current MBSX drawdown is -23.57%. The current PJFM drawdown is -0.43%.
| Rank | MBSX | PJFM |
|---|---|---|
| #1 | -27.57% May 29, 2026 - Jun 2, 2026 | -22.83% Nov 29, 2024 - Dec 4, 2025 |
| #2 | -15.54% Feb 2, 2026 - May 29, 2026 | -10.79% Feb 18, 2026 - Apr 17, 2026 |
| #3 | -12.05% May 7, 2025 - May 13, 2025 | -8.08% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -10.36% Nov 14, 2025 - Feb 2, 2026 | -7.85% Mar 28, 2024 - Jul 15, 2024 |
| #5 | -6.95% May 14, 2025 - Jul 22, 2025 | -5.48% May 6, 2026 - Jun 12, 2026 |
| #6 | -6.47% Jul 22, 2025 - Sep 26, 2025 | -3.79% Aug 23, 2024 - Sep 19, 2024 |
| #7 | -4.54% Sep 26, 2025 - Nov 14, 2025 | -2.88% Jan 22, 2026 - Feb 9, 2026 |
| #8 | -2.53% May 5, 2025 - May 7, 2025 | -2.70% Dec 28, 2023 - Jan 22, 2024 |
| #9 | -0.22% May 1, 2025 - May 5, 2025 | -2.22% Dec 11, 2025 - Jan 5, 2026 |
| #10 | N/A | -2.22% Nov 11, 2024 - Nov 21, 2024 |
| #11 | N/A | -2.01% Dec 19, 2023 - Dec 26, 2023 |
| #12 | N/A | -1.85% Jan 29, 2024 - Feb 8, 2024 |
| #13 | N/A | -1.78% Oct 18, 2024 - Nov 6, 2024 |
| #14 | N/A | -1.74% Feb 12, 2024 - Feb 15, 2024 |
| #15 | N/A | -1.68% Feb 11, 2026 - Feb 18, 2026 |
Correlation
Correlation between MBSX and PJFM is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.51
-101
Dividend Comparison (2024 - 2026)
MBSX vs PJFM dividend yield comparison.
| Year | MBSX | PJFM |
|---|---|---|
| 2026 | 0.84% | 0.00% |
| 2025 | 2.77% | 0.62% |
| 2024 | 0.00% | 0.83% |
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