PGIM Jennison Global Equity Income Fund (AGOCX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AGOCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AGOCX
AGOCX charges 1.94% annually. There are 240 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | AGOCX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | AGOCX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | AGOCX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | AGOCX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | AGOCX vs VTWAX |
Best Risk-Adjusted Alternatives to AGOCX
AGOCX has a PortfoliosLab risk / return rank of 88. There are 3 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | AGOCX vs LVAGX | |
| Polaris Global Value Fund | 91 | — | May 1998 | AGOCX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 90 | — | Dec 2005 | AGOCX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 88 | — | Feb 2007 | AGOCX vs JGYIX | |
| GMO Global Equity Allocation Fund | 88 | — | Nov 1996 | AGOCX vs GMGEX |
Top Performing AGOCX Alternatives (YTD)
AGOCX is at 18.43% YTD. There are 17 mutual funds in the Global Equities category with higher YTD returns, going as high as 34.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 34.82% | — | Nov 2016 | AGOCX vs PGTIX | |
| Oberweis Global Opportunities Fund | 27.07% | — | Jan 1987 | AGOCX vs OBEGX | |
| Ariel Global Fund | 24.60% | — | Dec 2011 | AGOCX vs AGLOX | |
| LSV Global Value Fund | 21.70% | — | Jun 2014 | AGOCX vs LVAGX | |
| Fidelity Advisor Worldwide Fund Class Z | 20.42% | — | Oct 2018 | AGOCX vs FIQOX |
Lowest Volatility Alternatives to AGOCX
AGOCX has 12.58% 1-year volatility. There are 62 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.03% | 2.00B | Dec 2013 | AGOCX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.05% | 2.00B | Dec 2013 | AGOCX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | AGOCX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.57% | — | Sep 1990 | AGOCX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.68% | — | Jan 2016 | AGOCX vs SGMAX |
Lowest Drawdown Alternatives to AGOCX
AGOCX has a 1-year max drawdown of -8.25%. There are 27 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | AGOCX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | AGOCX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | AGOCX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | AGOCX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | AGOCX vs SVTAX |
Other Mutual Funds from PGIM
The 10 most viewed PGIM mutual funds shown here include PJFAX, PHYQX, PTRQX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PGIM Jennison Growth Fund | Large Cap Growth Equities | 10 | 2.39% | — | Nov 1995 | AGOCX vs PJFAX | |
| PGIM High Yield Fund Class R6 | High Yield Bonds | 63 | 1.42% | — | Oct 2011 | AGOCX vs PHYQX | |
| PGIM Total Return Bond R6 | Intermediate Core-Plus Bond | 24 | 0.51% | — | Dec 2010 | AGOCX vs PTRQX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 47 | 0.81% | — | Dec 2013 | AGOCX vs SDMZX | |
| PGIM Total Return Bond Fund Class Z | Intermediate Core-Plus Bond | 23 | 0.47% | — | Jan 1997 | AGOCX vs PDBZX | |
| PGIM Floating Rate Income Fund | Bank Loan | 95 | 2.18% | — | Mar 2011 | AGOCX vs FRFZX | |
| PGIM Short Duration High Yield Income Fund | High Yield Bonds | 65 | 1.25% | — | Oct 2012 | AGOCX vs HYSZX | |
| PGIM 60/40 Allocation Fund | Diversified Portfolio | 72 | 6.25% | — | Sep 2017 | AGOCX vs PALDX | |
| PGIM High Yield Fund | High Yield Bonds | 60 | 1.27% | — | Jan 1990 | AGOCX vs PBHAX | |
| PGIM Jennison International Opportunities Fund | Foreign Large Cap Equities | 10 | 12.73% | — | Jun 2012 | AGOCX vs PWJZX |
Often Compared With AGOCX
Investors most often compare AGOCX with SCHD, MVGIX, CAEIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare AGOCX with Any Fund or Stock
Compare AGOCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AGOCX with funds that move differently
PGIM Jennison Global Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AGOCX.
Explore AGOCX Diversifiers