PGIM Income Builder Fund (PDCZX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PDCZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PDCZX
PDCZX charges 0.18% annually. There are 64 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | PDCZX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | PDCZX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | PDCZX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | PDCZX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | PDCZX vs BWBIX |
Best Risk-Adjusted Alternatives to PDCZX
PDCZX has a PortfoliosLab risk / return rank of 88. There are 38 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | PDCZX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | PDCZX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | PDCZX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | PDCZX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | PDCZX vs FSRRX |
Top Performing PDCZX Alternatives (YTD)
PDCZX is at 8.36% YTD. There are 154 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | PDCZX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | PDCZX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | PDCZX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | PDCZX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | PDCZX vs MHELX |
Lowest Volatility Alternatives to PDCZX
PDCZX has 6.48% 1-year volatility. There are 132 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | PDCZX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | PDCZX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | PDCZX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | PDCZX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | PDCZX vs CSTAX |
Lowest Drawdown Alternatives to PDCZX
PDCZX has a 1-year max drawdown of -4.72%. There are 109 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | PDCZX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | PDCZX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | PDCZX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | PDCZX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | PDCZX vs CSTAX |
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 | PDCZX vs PJFAX | |
| PGIM High Yield Fund Class R6 | High Yield Bonds | 44 | 1.16% | — | Oct 2011 | PDCZX vs PHYQX | |
| PGIM Total Return Bond R6 | Intermediate Core-Plus Bond | 16 | -0.78% | — | Dec 2010 | PDCZX vs PTRQX | |
| PGIM Floating Rate Income Fund | Bank Loan | 95 | 2.71% | — | Mar 2011 | PDCZX vs FRFZX | |
| PGIM Total Return Bond Fund Class Z | Intermediate Core-Plus Bond | 16 | -0.75% | — | Jan 1997 | PDCZX vs PDBZX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 47 | 0.84% | — | Dec 2013 | PDCZX vs SDMZX | |
| PGIM High Yield Fund | High Yield Bonds | 40 | 0.98% | — | Jan 1990 | PDCZX vs PBHAX | |
| PGIM Short Duration High Yield Income Fund | High Yield Bonds | 43 | 0.93% | — | Oct 2012 | PDCZX vs HYSZX | |
| PGIM Jennison International Opportunities Fund | Foreign Large Cap Equities | 7 | 2.74% | — | Jun 2012 | PDCZX vs PWJZX | |
| PGIM Jennison Small Company Fund | Small Cap Growth Equities | 65 | 13.48% | — | Jan 1990 | PDCZX vs PGOAX |
Often Compared With PDCZX
Investors most often compare PDCZX with CONWX, VWENX, QBDSX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare PDCZX with Any Fund or Stock
Compare PDCZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PDCZX with funds that move differently
PGIM Income Builder Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PDCZX.
Explore PDCZX Diversifiers