PGIM Jennison Global Infrastructure Fund (PGJZX) belongs to the Energy Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PGJZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PGJZX
PGJZX charges 1.17% annually. There are 44 mutual funds in the Energy Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | 11.80B | Oct 2004 | PGJZX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | PGJZX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | PGJZX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | PGJZX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | PGJZX vs PRNEX |
Best Risk-Adjusted Alternatives to PGJZX
PGJZX has a PortfoliosLab risk / return rank of 46. There are 62 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 97 | — | Dec 2013 | PGJZX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 93 | — | May 2007 | PGJZX vs RSNYX | |
| Victory Global Energy Transition Fund | 93 | — | Nov 1995 | PGJZX vs RSNRX | |
| Delaware Ivy Energy Fund | 91 | — | Apr 2006 | PGJZX vs IEYYX | |
| EIP Growth and Income Fund (NEW) | 89 | — | Aug 2006 | PGJZX vs EIPIX |
Top Performing PGJZX Alternatives (YTD)
PGJZX is at 10.62% YTD. There are 74 mutual funds in the Energy Equities category with higher YTD returns, going as high as 60.21%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 60.21% | — | Jun 2006 | PGJZX vs OEPIX | |
| Recurrent MLP & Infrastructure Fund | 38.20% | — | Nov 2017 | PGJZX vs RMLPX | |
| Rydex Energy Services Fund | 37.23% | — | Mar 1998 | PGJZX vs RYVIX | |
| Catalyst Energy Infrastructure Fund | 36.11% | — | Dec 2014 | PGJZX vs MLXIX | |
| NXG Cushing® Midstream Energy Fund | 35.99% | — | Aug 2007 | PGJZX vs SRV |
Lowest Volatility Alternatives to PGJZX
PGJZX has 11.06% 1-year volatility. There are 12 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.65% | — | Dec 2016 | PGJZX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | PGJZX vs SBMBX | |
| JHancock Infrastructure Fund | 10.04% | — | Dec 2013 | PGJZX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.08% | — | May 2004 | PGJZX vs CSUIX | |
| Centre Global Infrastructure Fund | 10.16% | — | Jan 2018 | PGJZX vs DHIVX |
Lowest Drawdown Alternatives to PGJZX
PGJZX has a 1-year max drawdown of -7.01%. There are 24 mutual funds in the Energy Equities category with shallower 1-year drawdowns, going as shallow as -4.49%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | -4.49% | — | Dec 2016 | PGJZX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | PGJZX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | PGJZX vs MLOZX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | PGJZX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | PGJZX vs SBMBX |
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 | 13 | 6.48% | — | Nov 1995 | PGJZX vs PJFAX | |
| PGIM High Yield Fund Class R6 | High Yield Bonds | 72 | 1.80% | — | Oct 2011 | PGJZX vs PHYQX | |
| PGIM Total Return Bond R6 | Intermediate Core-Plus Bond | 27 | 0.14% | — | Dec 2010 | PGJZX vs PTRQX | |
| PGIM Total Return Bond Fund Class Z | Intermediate Core-Plus Bond | 26 | 0.09% | — | Jan 1997 | PGJZX vs PDBZX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 57 | 1.07% | — | Dec 2013 | PGJZX vs SDMZX | |
| PGIM Floating Rate Income Fund | Bank Loan | 96 | 2.82% | — | Mar 2011 | PGJZX vs FRFZX | |
| PGIM 60/40 Allocation Fund | Diversified Portfolio | 80 | 7.39% | — | Sep 2017 | PGJZX vs PALDX | |
| PGIM High Yield Fund | High Yield Bonds | 68 | 1.62% | — | Jan 1990 | PGJZX vs PBHAX | |
| PGIM Short Duration High Yield Income Fund | High Yield Bonds | 73 | 1.54% | — | Oct 2012 | PGJZX vs HYSZX | |
| PGIM Jennison International Opportunities Fund | Foreign Large Cap Equities | 6 | 6.35% | — | Jun 2012 | PGJZX vs PWJZX |
Often Compared With PGJZX
Investors most often compare PGJZX with GHAAX, IGNAX, HNRIX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare PGJZX with Any Fund or Stock
Compare PGJZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PGJZX with funds that move differently
PGIM Jennison Global Infrastructure Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PGJZX.
Explore PGJZX Diversifiers