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 60 mutual funds in the Energy Equities category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.09% | 11.00B | Oct 2004 | PGNAX vs VENAX | |
| Vanguard Energy Opportunities Fund Admiral Shares | 0.37% | 6.90B | Nov 2001 | PGNAX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 6.90B | 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 73. There are 36 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | PGNAX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 96 | — | May 2007 | PGNAX vs RSNYX | |
| Delaware Ivy Energy Fund | 93 | — | Apr 2006 | PGNAX vs IEYYX | |
| Recurrent MLP & Infrastructure Fund | 91 | — | Nov 2017 | PGNAX vs RMLPX | |
| Franklin Natural Resources Fund | 91 | — | Jun 1995 | PGNAX vs FRNRX |
Top Performing PGNAX Alternatives (YTD)
PGNAX is at 14.14% YTD. There are 57 mutual funds in the Energy Equities category with higher YTD returns, going as high as 51.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 51.40% | — | Jun 2006 | PGNAX vs OEPIX | |
| Fidelity Select Energy Portfolio | 38.71% | — | Jul 1981 | PGNAX vs FSENX | |
| Recurrent MLP & Infrastructure Fund | 37.70% | — | Nov 2017 | PGNAX vs RMLPX | |
| Guinness Atkinson Global Energy Fund | 36.05% | — | Jun 2004 | PGNAX vs GAGEX | |
| Vanguard Energy Index Fund Admiral Shares | 33.33% | 11.00B | Oct 2004 | PGNAX vs VENAX |
Lowest Volatility Alternatives to PGNAX
PGNAX has 22.57% 1-year volatility. There are 84 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 6.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 6.50% | — | Dec 2016 | PGNAX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | PGNAX vs SBMBX | |
| JHancock Infrastructure Fund | 10.00% | — | Dec 2013 | PGNAX vs JEEIX | |
| Centre Global Infrastructure Fund | 10.12% | — | Jan 2018 | PGNAX vs DHIVX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.15% | — | May 2004 | PGNAX vs CSUIX |
Lowest Drawdown Alternatives to PGNAX
PGNAX has a 1-year max drawdown of -12.49%. There are 66 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 | -4.51% | — | Aug 2006 | PGNAX vs EIPIX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | PGNAX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | PGNAX vs SBMBX | |
| Invesco SteelPath MLP Alpha Fund | -5.93% | — | Mar 2010 | PGNAX vs MLPOX |
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 | 17 | 5.98% | — | Nov 1995 | PGNAX vs PJFAX | |
| PGIM High Yield Fund Class R6 | High Yield Bonds | 46 | 1.37% | — | Oct 2011 | PGNAX vs PHYQX | |
| PGIM Total Return Bond R6 | Intermediate Core-Plus Bond | 13 | -0.53% | — | Dec 2010 | PGNAX vs PTRQX | |
| PGIM Floating Rate Income Fund | Bank Loan | 96 | 2.82% | — | Mar 2011 | PGNAX vs FRFZX | |
| PGIM Total Return Bond Fund Class Z | Intermediate Core-Plus Bond | 12 | -0.59% | — | Jan 1997 | PGNAX vs PDBZX | |
| PGIM 60/40 Allocation Fund | Diversified Portfolio | 80 | 7.82% | — | Sep 2017 | PGNAX vs PALDX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 42 | 0.95% | — | Dec 2013 | PGNAX vs SDMZX | |
| PGIM High Yield Fund | High Yield Bonds | 42 | 1.19% | — | Jan 1990 | PGNAX vs PBHAX | |
| PGIM Short Duration High Yield Income Fund | High Yield Bonds | 46 | 1.17% | — | Oct 2012 | PGNAX vs HYSZX | |
| PGIM Jennison International Opportunities Fund | Foreign Large Cap Equities | 8 | 4.56% | — | Jun 2012 | PGNAX vs PWJZX |
Often Compared With PGNAX
Investors most often compare PGNAX with DLDRX, BGLYX, RYVIX. These 20 comparison targets span 9 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