PGIM Jennison Global Equity Income Fund (AGOCX) belongs to the Dividend 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 76 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation Index Fund Admiral ... | 0.07% | 129.60B | Dec 2013 | AGOCX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.20B | Feb 2019 | AGOCX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.16% | 20.40B | Mar 2016 | AGOCX vs VIHAX | |
| Vanguard Equity Income Fund Admiral Shares | 0.19% | 65.40B | Aug 2001 | AGOCX vs VEIRX | |
| Vanguard Dividend Growth Fund | 0.20% | 35.70B | May 1992 | AGOCX vs VDIGX |
Best Risk-Adjusted Alternatives to AGOCX
AGOCX has a PortfoliosLab risk / return rank of 85. There are 32 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Equity Income Fund | 95 | — | Oct 1985 | AGOCX vs PRFDX | |
| Goldman Sachs Equity Income Fund | 95 | — | Feb 1993 | AGOCX vs GSGRX | |
| Russell Investments Equity Income Fund | 95 | — | Mar 2000 | AGOCX vs REAYX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | AGOCX vs VIHAX | |
| JPMorgan Equity Income Fund R6 | 94 | — | Jul 1987 | AGOCX vs OIEJX |
Top Performing AGOCX Alternatives (YTD)
AGOCX is at 15.55% YTD. There are 19 mutual funds in the Dividend category with higher YTD returns, going as high as 21.42%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Sustainable Equity Income Fund | 21.42% | — | Jan 2013 | AGOCX vs TRDIX | |
| Allspring Emerging Markets Equity Income Fund | 21.07% | — | May 2012 | AGOCX vs EQIIX | |
| Goldman Sachs Equity Income Fund | 19.46% | — | Feb 1993 | AGOCX vs GSGRX | |
| Russell Investments Equity Income Fund | 18.97% | — | Mar 2000 | AGOCX vs REAYX | |
| T. Rowe Price Equity Income Fund | 18.75% | — | Oct 1985 | AGOCX vs PRFDX |
Lowest Volatility Alternatives to AGOCX
AGOCX has 13.17% 1-year volatility. There are 62 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.96% | — | Dec 2011 | AGOCX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.37% | — | Dec 1973 | AGOCX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.15% | — | Jul 1987 | AGOCX vs CAIFX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | AGOCX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.56% | — | Jul 1998 | AGOCX vs ACIIX |
Lowest Drawdown Alternatives to AGOCX
AGOCX has a 1-year max drawdown of -8.25%. There are 49 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | -4.07% | — | Dec 2011 | AGOCX vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | AGOCX vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | AGOCX vs PDT | |
| Goldman Sachs Equity Income Fund | -5.48% | — | Feb 1993 | AGOCX vs GSGRX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | AGOCX vs CDDYX |
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 | 17 | 5.98% | — | Nov 1995 | AGOCX vs PJFAX | |
| PGIM High Yield Fund Class R6 | High Yield Bonds | 46 | 1.37% | — | Oct 2011 | AGOCX vs PHYQX | |
| PGIM Total Return Bond R6 | Intermediate Core-Plus Bond | 13 | -0.53% | — | Dec 2010 | AGOCX vs PTRQX | |
| PGIM Floating Rate Income Fund | Bank Loan | 96 | 2.82% | — | Mar 2011 | AGOCX vs FRFZX | |
| PGIM Total Return Bond Fund Class Z | Intermediate Core-Plus Bond | 12 | -0.59% | — | Jan 1997 | AGOCX vs PDBZX | |
| PGIM 60/40 Allocation Fund | Diversified Portfolio | 80 | 7.82% | — | Sep 2017 | AGOCX vs PALDX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 42 | 0.95% | — | Dec 2013 | AGOCX vs SDMZX | |
| PGIM High Yield Fund | High Yield Bonds | 42 | 1.19% | — | Jan 1990 | AGOCX vs PBHAX | |
| PGIM Short Duration High Yield Income Fund | High Yield Bonds | 46 | 1.17% | — | Oct 2012 | AGOCX vs HYSZX | |
| PGIM Jennison International Opportunities Fund | Foreign Large Cap Equities | 8 | 4.56% | — | Jun 2012 | AGOCX vs PWJZX |
Often Compared With AGOCX
Investors most often compare AGOCX with SCHD, MVGIX, RTXAX. These 20 comparison targets span 6 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