PGIM Jennison Value Fund (PBEAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PBEAX
PBEAX charges 1.09% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among PBEAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | PBEAX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | PBEAX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | PBEAX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | PBEAX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | PBEAX vs VVIAX |
Best Risk-Adjusted Alternatives to PBEAX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | PBEAX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | PBEAX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | PBEAX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | PBEAX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | PBEAX vs VALAX |
Top Performing PBEAX Alternatives (YTD)
PBEAX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | PBEAX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | PBEAX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | PBEAX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | PBEAX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | PBEAX vs HFCVX |
Lowest Volatility Alternatives to PBEAX
PBEAX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | PBEAX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | PBEAX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | PBEAX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | PBEAX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | PBEAX vs ACIIX |
Lowest Drawdown Alternatives to PBEAX
PBEAX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | PBEAX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | PBEAX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | PBEAX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | PBEAX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | PBEAX vs PSECX |
Other Mutual Funds from PGIM
Most popular PGIM mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PGIM High Yield Fund Class R6 | High Yield Bonds | 88 | -1.39% | Oct 31, 2011 | PBEAX vs PHYQX | |
| PGIM Jennison Growth Fund | Large Cap Growth Equities | 16 | -14.26% | Nov 2, 1995 | PBEAX vs PJFAX | |
| PGIM Total Return Bond R6 | Intermediate Core-Plus Bond | 60 | -0.59% | Dec 27, 2010 | PBEAX vs PTRQX | |
| PGIM Total Return Bond Fund Class Z | Intermediate Core-Plus Bond | 57 | -0.53% | Jan 14, 1997 | PBEAX vs PDBZX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 96 | -0.26% | Dec 23, 2013 | PBEAX vs SDMZX | |
| PGIM Floating Rate Income Fund | Bank Loan | 91 | -0.61% | Mar 29, 2011 | PBEAX vs FRFZX | |
| PGIM Short Duration High Yield Income Fund | High Yield Bonds | 89 | -1.05% | Oct 26, 2012 | PBEAX vs HYSZX | |
| PGIM High Yield Fund | High Yield Bonds | 85 | -1.45% | Jan 22, 1990 | PBEAX vs PBHAX | |
| PGIM Short-Term Corporate Bond Fund | Short-Term Bond | 92 | -0.49% | Sep 1, 1989 | PBEAX vs PBSMX | |
| PGIM Jennison International Opportunities Fund | Foreign Large Cap Equities | 4 | -12.90% | Jun 4, 2012 | PBEAX vs PWJZX |
Often Compared With PBEAX
What investors most often compare with PBEAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PGIM Jennison Small Company Fund | Small Cap Growth Equities | 28 | -2.61% | Jan 22, 1990 | PBEAX vs PGOAX | |
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 65 | -4.01% | Jun 27, 2016 | PBEAX vs VTI |
Compare PBEAX with Any Fund or Stock
Compare PBEAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.