PGIM Jennison Natural Resources Fund (PGNAX) 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 PGNAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PGNAX
PGNAX charges 1.27% annually. There are 57 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 | PGNAX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | PGNAX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | PGNAX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | PGNAX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | PGNAX vs PRNEX |
Best Risk-Adjusted Alternatives to PGNAX
PGNAX has a PortfoliosLab risk / return rank of 69. There are 39 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 | PGNAX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 93 | — | May 2007 | PGNAX vs RSNYX | |
| Victory Global Energy Transition Fund | 93 | — | Nov 1995 | PGNAX vs RSNRX | |
| Delaware Ivy Energy Fund | 91 | — | Apr 2006 | PGNAX vs IEYYX | |
| EIP Growth and Income Fund (NEW) | 89 | — | Aug 2006 | PGNAX vs EIPIX |
Top Performing PGNAX Alternatives (YTD)
PGNAX is at 13.74% YTD. There are 58 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 | PGNAX vs OEPIX | |
| Recurrent MLP & Infrastructure Fund | 38.20% | — | Nov 2017 | PGNAX vs RMLPX | |
| Rydex Energy Services Fund | 37.23% | — | Mar 1998 | PGNAX vs RYVIX | |
| Catalyst Energy Infrastructure Fund | 36.11% | — | Dec 2014 | PGNAX vs MLXIX | |
| NXG Cushing® Midstream Energy Fund | 35.99% | — | Aug 2007 | PGNAX vs SRV |
Lowest Volatility Alternatives to PGNAX
PGNAX has 22.09% 1-year volatility. There are 80 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 | PGNAX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | PGNAX vs SBMBX | |
| JHancock Infrastructure Fund | 10.04% | — | Dec 2013 | PGNAX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.08% | — | May 2004 | PGNAX vs CSUIX | |
| Centre Global Infrastructure Fund | 10.16% | — | Jan 2018 | PGNAX vs DHIVX |
Lowest Drawdown Alternatives to PGNAX
PGNAX has a 1-year max drawdown of -12.49%. There are 64 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 | PGNAX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | PGNAX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | PGNAX vs MLOZX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | PGNAX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | PGNAX 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 | PGNAX vs PJFAX | |
| PGIM High Yield Fund Class R6 | High Yield Bonds | 72 | 1.80% | — | Oct 2011 | PGNAX vs PHYQX | |
| PGIM Total Return Bond R6 | Intermediate Core-Plus Bond | 27 | 0.14% | — | Dec 2010 | PGNAX vs PTRQX | |
| PGIM Total Return Bond Fund Class Z | Intermediate Core-Plus Bond | 26 | 0.09% | — | Jan 1997 | PGNAX vs PDBZX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 57 | 1.07% | — | Dec 2013 | PGNAX vs SDMZX | |
| PGIM Floating Rate Income Fund | Bank Loan | 96 | 2.82% | — | Mar 2011 | PGNAX vs FRFZX | |
| PGIM 60/40 Allocation Fund | Diversified Portfolio | 80 | 7.39% | — | Sep 2017 | PGNAX vs PALDX | |
| PGIM High Yield Fund | High Yield Bonds | 68 | 1.62% | — | Jan 1990 | PGNAX vs PBHAX | |
| PGIM Short Duration High Yield Income Fund | High Yield Bonds | 73 | 1.54% | — | Oct 2012 | PGNAX vs HYSZX | |
| PGIM Jennison International Opportunities Fund | Foreign Large Cap Equities | 6 | 6.35% | — | Jun 2012 | PGNAX vs PWJZX |
Often Compared With PGNAX
Investors most often compare PGNAX with DLDRX, BGLYX, UPRO. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare PGNAX with Any Fund or Stock
Compare PGNAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PGNAX with funds that move differently
PGIM Jennison Natural Resources Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PGNAX.
Explore PGNAX Diversifiers