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 151 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 | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | PJGZX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | PJGZX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | PJGZX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | PJGZX vs VVIAX |
Best Risk-Adjusted Alternatives to PJGZX
PJGZX has a PortfoliosLab risk / return rank of 88. There are 35 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | PJGZX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | PJGZX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | PJGZX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | PJGZX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | PJGZX vs SABTX |
Top Performing PJGZX Alternatives (YTD)
PJGZX is at 14.88% YTD. There are 40 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | PJGZX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | PJGZX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | PJGZX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | PJGZX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | PJGZX vs PXTIX |
Lowest Volatility Alternatives to PJGZX
PJGZX has 12.28% 1-year volatility. There are 254 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | PJGZX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | PJGZX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | PJGZX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | PJGZX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | PJGZX vs FLCCX |
Lowest Drawdown Alternatives to PJGZX
PJGZX has a 1-year max drawdown of -7.16%. There are 148 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | PJGZX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | PJGZX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | PJGZX vs HFCVX | |
| 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 | 18 | 9.23% | — | Nov 1995 | PJGZX vs PJFAX | |
| PGIM High Yield Fund Class R6 | High Yield Bonds | 75 | 1.85% | — | Oct 2011 | PJGZX vs PHYQX | |
| PGIM Total Return Bond R6 | Intermediate Core-Plus Bond | 28 | 0.68% | — | Dec 2010 | PJGZX vs PTRQX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 64 | 1.15% | — | Dec 2013 | PJGZX vs SDMZX | |
| PGIM Total Return Bond Fund Class Z | Intermediate Core-Plus Bond | 27 | 0.72% | — | Jan 1997 | PJGZX vs PDBZX | |
| PGIM Floating Rate Income Fund | Bank Loan | 94 | 2.29% | — | Mar 2011 | PJGZX vs FRFZX | |
| PGIM Short Duration High Yield Income Fund | High Yield Bonds | 70 | 1.50% | — | Oct 2012 | PJGZX vs HYSZX | |
| PGIM High Yield Fund | High Yield Bonds | 72 | 1.69% | — | Jan 1990 | PJGZX vs PBHAX | |
| PGIM Jennison International Opportunities Fund | Foreign Large Cap Equities | 9 | 13.56% | — | Jun 2012 | PJGZX vs PWJZX | |
| PGIM Jennison Small Company Fund | Small Cap Growth Equities | 40 | 11.50% | — | Jan 1990 | PJGZX vs PGOAX |
Often Compared With PJGZX
Investors most often compare PJGZX with LEXCX, TMMAX, ACIIX. These 11 comparison targets span 2 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