PGIM Jennison Mid-Cap Growth Fund (PEGZX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PEGZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PEGZX
PEGZX charges 0.71% annually. There are 34 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | PEGZX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | PEGZX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | PEGZX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | PEGZX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | PEGZX vs VMFGX |
Best Risk-Adjusted Alternatives to PEGZX
PEGZX has a PortfoliosLab risk / return rank of 5. There are 119 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 91 | — | Dec 2016 | PEGZX vs NEEIX | |
| Needham Growth Fund | 91 | — | Jan 1996 | PEGZX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 89 | 31.20B | Aug 1995 | PEGZX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 89 | — | Oct 2000 | PEGZX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 82 | — | Nov 2004 | PEGZX vs POAGX |
Top Performing PEGZX Alternatives (YTD)
PEGZX is at 3.19% YTD. There are 119 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 57.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 57.02% | — | Dec 2016 | PEGZX vs NEEIX | |
| Needham Growth Fund | 56.72% | — | Jan 1996 | PEGZX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 37.34% | — | Oct 2000 | PEGZX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 26.64% | — | Jul 2019 | PEGZX vs CTIGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 26.51% | — | May 2007 | PEGZX vs LSHAX |
Lowest Volatility Alternatives to PEGZX
PEGZX has 17.07% 1-year volatility. There are 51 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 11.00% | — | May 2021 | PEGZX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | PEGZX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | PEGZX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.71% | — | Dec 1996 | PEGZX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.30% | — | — | PEGZX vs RIPIX |
Lowest Drawdown Alternatives to PEGZX
PEGZX has a 1-year max drawdown of -17.25%. There are 129 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | PEGZX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | PEGZX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | PEGZX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | PEGZX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | PEGZX vs SECUX |
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 | 2.29% | — | Nov 1995 | PEGZX vs PJFAX | |
| PGIM High Yield Fund Class R6 | High Yield Bonds | 72 | 1.64% | — | Oct 2011 | PEGZX vs PHYQX | |
| PGIM Total Return Bond R6 | Intermediate Core-Plus Bond | 28 | 0.93% | — | Dec 2010 | PEGZX vs PTRQX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 53 | 0.92% | — | Dec 2013 | PEGZX vs SDMZX | |
| PGIM Total Return Bond Fund Class Z | Intermediate Core-Plus Bond | 27 | 0.97% | — | Jan 1997 | PEGZX vs PDBZX | |
| PGIM Floating Rate Income Fund | Bank Loan | 96 | 2.18% | — | Mar 2011 | PEGZX vs FRFZX | |
| PGIM Short Duration High Yield Income Fund | High Yield Bonds | 68 | 1.25% | — | Oct 2012 | PEGZX vs HYSZX | |
| PGIM 60/40 Allocation Fund | Diversified Portfolio | 76 | 6.25% | — | Sep 2017 | PEGZX vs PALDX | |
| PGIM High Yield Fund | High Yield Bonds | 68 | 1.48% | — | Jan 1990 | PEGZX vs PBHAX | |
| PGIM Jennison International Opportunities Fund | Foreign Large Cap Equities | 10 | 13.25% | — | Jun 2012 | PEGZX vs PWJZX |
Often Compared With PEGZX
Investors most often compare PEGZX with FSMDX, VOO, ^GSPC. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare PEGZX with Any Fund or Stock
Compare PEGZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PEGZX with funds that move differently
PGIM Jennison Mid-Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PEGZX.
Explore PEGZX Diversifiers