PGIM Jennison Value Fund (PBEAX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PBEAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PBEAX
PBEAX charges 1.09% annually. There are 264 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | PBEAX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | PBEAX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | PBEAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | PBEAX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | PBEAX vs VVIAX |
Best Risk-Adjusted Alternatives to PBEAX
PBEAX has a PortfoliosLab risk / return rank of 91. There are 94 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | PBEAX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | PBEAX vs FGINX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | PBEAX vs PKAIX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | PBEAX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 98 | — | Dec 1999 | PBEAX vs MALVX |
Top Performing PBEAX Alternatives (YTD)
PBEAX is at 17.57% YTD. There are 68 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.43% | — | Jun 2015 | PBEAX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.15% | — | Nov 1935 | PBEAX vs LEXCX | |
| AMG Yacktman Focused Fund | 25.82% | — | May 1997 | PBEAX vs YAFFX | |
| PIMCO RAE PLUS Fund | 25.46% | — | Jun 2005 | PBEAX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.91% | — | Jun 2022 | PBEAX vs AVLVX |
Lowest Volatility Alternatives to PBEAX
PBEAX has 11.74% 1-year volatility. There are 196 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | PBEAX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | PBEAX vs FALGX | |
| The Income Fund of America Class R-1 | 7.35% | — | Dec 1973 | PBEAX vs RIDAX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | PBEAX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | PBEAX vs ACIIX |
Lowest Drawdown Alternatives to PBEAX
PBEAX has a 1-year max drawdown of -7.99%. There are 216 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | PBEAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | PBEAX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | PBEAX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | PBEAX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | PBEAX vs SVAIX |
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 | 3.75% | — | Nov 1995 | PBEAX vs PJFAX | |
| PGIM High Yield Fund Class R6 | High Yield Bonds | 44 | 1.16% | — | Oct 2011 | PBEAX vs PHYQX | |
| PGIM Total Return Bond R6 | Intermediate Core-Plus Bond | 16 | -0.78% | — | Dec 2010 | PBEAX vs PTRQX | |
| PGIM Floating Rate Income Fund | Bank Loan | 95 | 2.71% | — | Mar 2011 | PBEAX vs FRFZX | |
| PGIM Total Return Bond Fund Class Z | Intermediate Core-Plus Bond | 16 | -0.75% | — | Jan 1997 | PBEAX vs PDBZX | |
| PGIM 60/40 Allocation Fund | Diversified Portfolio | 73 | 6.89% | — | Sep 2017 | PBEAX vs PALDX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 47 | 0.84% | — | Dec 2013 | PBEAX vs SDMZX | |
| PGIM High Yield Fund | High Yield Bonds | 40 | 0.98% | — | Jan 1990 | PBEAX vs PBHAX | |
| PGIM Short Duration High Yield Income Fund | High Yield Bonds | 43 | 0.93% | — | Oct 2012 | PBEAX vs HYSZX | |
| PGIM Jennison International Opportunities Fund | Foreign Large Cap Equities | 7 | 2.74% | — | Jun 2012 | PBEAX vs PWJZX |
Often Compared With PBEAX
Investors most often compare PBEAX with PGOAX, VTI, PBSMX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare PBEAX with Any Fund or Stock
Compare PBEAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PBEAX with funds that move differently
PGIM Jennison Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PBEAX.
Explore PBEAX Diversifiers