PGIM Jennison Small Company Fund (PGOAX) belongs to the Small 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 PGOAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PGOAX
PGOAX charges 1.13% annually. There are 95 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | PGOAX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | PGOAX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | PGOAX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | PGOAX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | PGOAX vs VISGX |
Best Risk-Adjusted Alternatives to PGOAX
PGOAX has a PortfoliosLab risk / return rank of 59. There are 52 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 93 | — | Dec 2016 | PGOAX vs NESIX | |
| Needham Small Cap Growth Fund | 93 | — | May 2002 | PGOAX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 92 | — | Dec 2016 | PGOAX vs NEAIX | |
| Needham Aggressive Growth Fund | 91 | — | Sep 2001 | PGOAX vs NEAGX | |
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | PGOAX vs DSCIX |
Top Performing PGOAX Alternatives (YTD)
PGOAX is at 16.14% YTD. There are 102 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 75.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 75.40% | — | Dec 2016 | PGOAX vs NESIX | |
| Needham Small Cap Growth Fund | 74.87% | — | May 2002 | PGOAX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 56.96% | — | Dec 2016 | PGOAX vs NEAIX | |
| Needham Aggressive Growth Fund | 56.67% | — | Sep 2001 | PGOAX vs NEAGX | |
| Oberweis Micro Cap Fund | 46.92% | — | Dec 1995 | PGOAX vs OBMCX |
Lowest Volatility Alternatives to PGOAX
PGOAX has 17.04% 1-year volatility. There are 13 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.43% | — | Nov 1995 | PGOAX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | PGOAX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.27% | — | Jan 1997 | PGOAX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.29% | — | Sep 1988 | PGOAX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.30% | — | Jul 1999 | PGOAX vs NBGIX |
Lowest Drawdown Alternatives to PGOAX
PGOAX has a 1-year max drawdown of -9.88%. There are 9 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | PGOAX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | PGOAX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | PGOAX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | PGOAX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | PGOAX vs RFIMX |
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 | PGOAX vs PJFAX | |
| PGIM High Yield Fund Class R6 | High Yield Bonds | 72 | 1.64% | — | Oct 2011 | PGOAX vs PHYQX | |
| PGIM Total Return Bond R6 | Intermediate Core-Plus Bond | 28 | 0.93% | — | Dec 2010 | PGOAX vs PTRQX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 53 | 0.92% | — | Dec 2013 | PGOAX vs SDMZX | |
| PGIM Total Return Bond Fund Class Z | Intermediate Core-Plus Bond | 27 | 0.97% | — | Jan 1997 | PGOAX vs PDBZX | |
| PGIM Floating Rate Income Fund | Bank Loan | 96 | 2.18% | — | Mar 2011 | PGOAX vs FRFZX | |
| PGIM Short Duration High Yield Income Fund | High Yield Bonds | 68 | 1.25% | — | Oct 2012 | PGOAX vs HYSZX | |
| PGIM 60/40 Allocation Fund | Diversified Portfolio | 76 | 6.25% | — | Sep 2017 | PGOAX vs PALDX | |
| PGIM High Yield Fund | High Yield Bonds | 68 | 1.48% | — | Jan 1990 | PGOAX vs PBHAX | |
| PGIM Jennison International Opportunities Fund | Foreign Large Cap Equities | 10 | 13.25% | — | Jun 2012 | PGOAX vs PWJZX |
Often Compared With PGOAX
Investors most often compare PGOAX with PQJCX, PBEAX, VFAIX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare PGOAX with Any Fund or Stock
Compare PGOAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PGOAX with funds that move differently
PGIM Jennison Small Company Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PGOAX.
Explore PGOAX Diversifiers