PGIM US Real Estate Fund (PJEZX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PJEZX
PJEZX charges 1.00% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among PJEZX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | PJEZX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | PJEZX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | PJEZX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | PJEZX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | PJEZX vs VGRNX |
Best Risk-Adjusted Alternatives to PJEZX
Among mutual funds in the REIT category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | Jun 23, 2023 | PJEZX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | PJEZX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | PJEZX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | PJEZX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | PJEZX vs FRIFX |
Top Performing PJEZX Alternatives (YTD)
PJEZX alternatives from the REIT category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| abrdn Realty Income & Growth Fund | 4.51% | Dec 29, 1998 | PJEZX vs AIGYX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | PJEZX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | PJEZX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | PJEZX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 2.88% | Mar 1, 1995 | PJEZX vs PHRAX |
Lowest Volatility Alternatives to PJEZX
PJEZX alternatives from the REIT category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.67% | Jun 23, 2023 | PJEZX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | PJEZX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | PJEZX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | PJEZX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | PJEZX vs FRIRX |
Lowest Drawdown Alternatives to PJEZX
PJEZX alternatives from the REIT category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | Jun 23, 2023 | PJEZX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | PJEZX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | PJEZX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | PJEZX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | PJEZX vs FRINX |
Other Mutual Funds from PGIM
Most popular PGIM mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PGIM High Yield Fund Class R6 | High Yield Bonds | 88 | -1.39% | Oct 31, 2011 | PJEZX vs PHYQX | |
| PGIM Jennison Growth Fund | Large Cap Growth Equities | 16 | -14.26% | Nov 2, 1995 | PJEZX vs PJFAX | |
| PGIM Total Return Bond R6 | Intermediate Core-Plus Bond | 60 | -0.59% | Dec 27, 2010 | PJEZX vs PTRQX | |
| PGIM Total Return Bond Fund Class Z | Intermediate Core-Plus Bond | 57 | -0.53% | Jan 14, 1997 | PJEZX vs PDBZX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 96 | -0.26% | Dec 23, 2013 | PJEZX vs SDMZX | |
| PGIM Floating Rate Income Fund | Bank Loan | 91 | -0.61% | Mar 29, 2011 | PJEZX vs FRFZX | |
| PGIM Short Duration High Yield Income Fund | High Yield Bonds | 89 | -1.05% | Oct 26, 2012 | PJEZX vs HYSZX | |
| PGIM High Yield Fund | High Yield Bonds | 85 | -1.45% | Jan 22, 1990 | PJEZX vs PBHAX | |
| PGIM Short-Term Corporate Bond Fund | Short-Term Bond | 92 | -0.49% | Sep 1, 1989 | PJEZX vs PBSMX | |
| PGIM Jennison International Opportunities Fund | Foreign Large Cap Equities | 4 | -12.90% | Jun 4, 2012 | PJEZX vs PWJZX |
Often Compared With PJEZX
What investors most often compare with PJEZX, 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.