PGIM Jennison Focused Value Fund (PJGZX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PJGZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PJGZX
PJGZX charges 0.75% annually. There are 148 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | PJGZX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | PJGZX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | PJGZX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | PJGZX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | PJGZX vs VVIAX |
Best Risk-Adjusted Alternatives to PJGZX
PJGZX has a PortfoliosLab risk / return rank of 92. There are 36 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | PJGZX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | PJGZX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | PJGZX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | PJGZX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | PJGZX vs PKAIX |
Top Performing PJGZX Alternatives (YTD)
PJGZX is at 20.32% YTD. There are 14 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | PJGZX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | PJGZX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | PJGZX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | PJGZX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | PJGZX vs NFJEX |
Lowest Volatility Alternatives to PJGZX
PJGZX has 12.98% 1-year volatility. There are 267 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | PJGZX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | PJGZX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | PJGZX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | PJGZX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | PJGZX vs TWEIX |
Lowest Drawdown Alternatives to PJGZX
PJGZX has a 1-year max drawdown of -7.16%. There are 145 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | PJGZX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | PJGZX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | PJGZX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | PJGZX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | PJGZX vs SVAIX |
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 | 7.19% | — | Nov 1995 | PJGZX vs PJFAX | |
| PGIM High Yield Fund Class R6 | High Yield Bonds | 74 | 2.01% | — | Oct 2011 | PJGZX vs PHYQX | |
| PGIM Total Return Bond R6 | Intermediate Core-Plus Bond | 32 | 0.39% | — | Dec 2010 | PJGZX vs PTRQX | |
| PGIM Total Return Bond Fund Class Z | Intermediate Core-Plus Bond | 30 | 0.34% | — | Jan 1997 | PJGZX vs PDBZX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 61 | 1.30% | — | Dec 2013 | PJGZX vs SDMZX | |
| PGIM Floating Rate Income Fund | Bank Loan | 96 | 2.82% | — | Mar 2011 | PJGZX vs FRFZX | |
| PGIM 60/40 Allocation Fund | Diversified Portfolio | 82 | 7.75% | — | Sep 2017 | PJGZX vs PALDX | |
| PGIM High Yield Fund | High Yield Bonds | 73 | 1.83% | — | Jan 1990 | PJGZX vs PBHAX | |
| PGIM Short Duration High Yield Income Fund | High Yield Bonds | 75 | 1.66% | — | Oct 2012 | PJGZX vs HYSZX | |
| PGIM Jennison International Opportunities Fund | Foreign Large Cap Equities | 7 | 7.10% | — | Jun 2012 | PJGZX vs PWJZX |
Often Compared With PJGZX
Investors most often compare PJGZX with VALAX, AVERX, YAFFX. These 19 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare PJGZX with Any Fund or Stock
Compare PJGZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PJGZX with funds that move differently
PGIM Jennison Focused Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PJGZX.
Explore PJGZX Diversifiers