PGIM US Real Estate Fund (PJEZX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PJEZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PJEZX
PJEZX charges 1.00% annually. There are 58 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | PJEZX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | PJEZX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | PJEZX vs VRTPX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | PJEZX vs VGRNX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.11% | 71.40B | Dec 2003 | PJEZX vs VGSNX |
Best Risk-Adjusted Alternatives to PJEZX
PJEZX has a PortfoliosLab risk / return rank of 76. There are 7 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | PJEZX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | PJEZX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 85 | — | Oct 2011 | PJEZX vs FSREX | |
| abrdn Realty Income & Growth Fund | 82 | — | Dec 1998 | PJEZX vs AIGYX | |
| Delaware Ivy Securian Real Estate Securities Fund | 81 | — | Feb 1999 | PJEZX vs IRSAX |
Top Performing PJEZX Alternatives (YTD)
PJEZX is at 21.10% YTD. No mutual funds in the REIT category have higher YTD returns; the top-performing alternatives shown here go as high as 20.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Realty Income & Growth Fund | 20.94% | — | Dec 1998 | PJEZX vs AIGYX | |
| Columbia Real Estate Equity Fund | 20.10% | — | Apr 1994 | PJEZX vs CREEX | |
| VY CBRE Real Estate Portfolio | 20.10% | — | Jan 1989 | PJEZX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 20.09% | — | Mar 1995 | PJEZX vs PHRAX | |
| Great-West Real Estate Index Fund | 19.97% | — | Nov 2012 | PJEZX vs MXREX |
Lowest Volatility Alternatives to PJEZX
PJEZX has 14.15% 1-year volatility. There are 90 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.45% | — | Jun 2023 | PJEZX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | PJEZX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.47% | — | Oct 2011 | PJEZX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.75% | — | Jun 2014 | PJEZX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.18% | — | Feb 2003 | PJEZX vs FRIFX |
Lowest Drawdown Alternatives to PJEZX
PJEZX has a 1-year max drawdown of -7.32%. There are 11 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | PJEZX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | PJEZX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | PJEZX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | PJEZX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | PJEZX vs FRIFX |
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 | 3.75% | — | Nov 1995 | PJEZX vs PJFAX | |
| PGIM High Yield Fund Class R6 | High Yield Bonds | 44 | 1.16% | — | Oct 2011 | PJEZX vs PHYQX | |
| PGIM Total Return Bond R6 | Intermediate Core-Plus Bond | 16 | -0.78% | — | Dec 2010 | PJEZX vs PTRQX | |
| PGIM Floating Rate Income Fund | Bank Loan | 95 | 2.71% | — | Mar 2011 | PJEZX vs FRFZX | |
| PGIM Total Return Bond Fund Class Z | Intermediate Core-Plus Bond | 16 | -0.75% | — | Jan 1997 | PJEZX vs PDBZX | |
| PGIM 60/40 Allocation Fund | Diversified Portfolio | 73 | 6.89% | — | Sep 2017 | PJEZX vs PALDX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 47 | 0.84% | — | Dec 2013 | PJEZX vs SDMZX | |
| PGIM High Yield Fund | High Yield Bonds | 40 | 0.98% | — | Jan 1990 | PJEZX vs PBHAX | |
| PGIM Short Duration High Yield Income Fund | High Yield Bonds | 43 | 0.93% | — | Oct 2012 | PJEZX vs HYSZX | |
| PGIM Jennison International Opportunities Fund | Foreign Large Cap Equities | 7 | 2.74% | — | Jun 2012 | PJEZX vs PWJZX |
Often Compared With PJEZX
Investors most often compare PJEZX with REACX, FIKMX, ARIIX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare PJEZX with Any Fund or Stock
Compare PJEZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PJEZX with funds that move differently
PGIM US Real Estate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PJEZX.
Explore PJEZX Diversifiers