PGIM Jennison Mid-Cap Growth Fund (PEGZX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PEGZX
PEGZX charges 0.71% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among PEGZX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | PEGZX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | PEGZX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | PEGZX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | PEGZX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | PEGZX vs VMGMX |
Best Risk-Adjusted Alternatives to PEGZX
Among mutual funds in the Mid Cap Growth 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 | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | PEGZX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | PEGZX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | PEGZX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | PEGZX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | PEGZX vs BFGIX |
Top Performing PEGZX Alternatives (YTD)
PEGZX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | PEGZX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | PEGZX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | PEGZX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | PEGZX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | PEGZX vs NEEGX |
Lowest Volatility Alternatives to PEGZX
PEGZX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | PEGZX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | PEGZX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | PEGZX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | PEGZX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | PEGZX vs VSNGX |
Lowest Drawdown Alternatives to PEGZX
PEGZX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | PEGZX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | PEGZX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | PEGZX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | PEGZX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | PEGZX vs VLEQX |
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 | PEGZX vs PHYQX | |
| PGIM Jennison Growth Fund | Large Cap Growth Equities | 16 | -14.26% | Nov 2, 1995 | PEGZX vs PJFAX | |
| PGIM Total Return Bond R6 | Intermediate Core-Plus Bond | 60 | -0.59% | Dec 27, 2010 | PEGZX vs PTRQX | |
| PGIM Total Return Bond Fund Class Z | Intermediate Core-Plus Bond | 57 | -0.53% | Jan 14, 1997 | PEGZX vs PDBZX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 96 | -0.26% | Dec 23, 2013 | PEGZX vs SDMZX | |
| PGIM Floating Rate Income Fund | Bank Loan | 91 | -0.61% | Mar 29, 2011 | PEGZX vs FRFZX | |
| PGIM Short Duration High Yield Income Fund | High Yield Bonds | 89 | -1.05% | Oct 26, 2012 | PEGZX vs HYSZX | |
| PGIM High Yield Fund | High Yield Bonds | 85 | -1.45% | Jan 22, 1990 | PEGZX vs PBHAX | |
| PGIM Short-Term Corporate Bond Fund | Short-Term Bond | 92 | -0.49% | Sep 1, 1989 | PEGZX vs PBSMX | |
| PGIM Jennison International Opportunities Fund | Foreign Large Cap Equities | 4 | -12.90% | Jun 4, 2012 | PEGZX vs PWJZX |
Often Compared With PEGZX
What investors most often compare with PEGZX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| S&P 500 Index | 74 | -4.63% | — | PEGZX vs ^GSPC | ||
| Fidelity Mid Cap Index Fund | Mid Cap Blend Equities | 34 | -1.30% | Sep 8, 2011 | PEGZX vs FSMDX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | PEGZX vs VOO | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | PEGZX vs FCNTX | |
| T. Rowe Price Mid-Cap Growth Fund | Mid Cap Growth Equities | 25 | -6.67% | Jun 30, 1992 | PEGZX vs RPMGX | |
| JPMorgan Mid Cap Value Fund | Mid Cap Value Equities | 21 | 0.34% | Nov 13, 1997 | PEGZX vs FLMVX | |
| Essex Environmental Opportunities Fund | Mid Cap Growth Equities | 65 | -3.10% | Sep 1, 2017 | PEGZX vs EEOFX | |
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | -2.83% | Oct 31, 2012 | PEGZX vs IMIDX | |
| American Funds SMALLCAP World Fund Class A | Foreign Small & Mid Cap Equities, Mid Cap Growth Equities | 45 | -4.37% | Apr 30, 1990 | PEGZX vs SMCWX |
Compare PEGZX with Any Fund or Stock
Compare PEGZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.