PGIM Jennison Utility Fund (PRUAX) belongs to the Utilities Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PRUAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PRUAX
PRUAX charges 0.83% annually. There are 6 mutual funds in the Utilities Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Utilities Index Fund Admiral Shares | 0.10% | 11.10B | Apr 2004 | PRUAX vs VUIAX | |
| Fidelity Telecom and Utilities Fund | 0.60% | — | Nov 1987 | PRUAX vs FIUIX | |
| American Century Utilities Fund | 0.65% | 312.77M | Feb 1993 | PRUAX vs BULIX | |
| Franklin Utilities Fund | 0.72% | — | Sep 1948 | PRUAX vs FKUTX | |
| Fidelity Select Utilities Portfolio | 0.74% | — | Dec 1981 | PRUAX vs FSUTX |
Best Risk-Adjusted Alternatives to PRUAX
PRUAX has a PortfoliosLab risk / return rank of 9. There are 13 mutual funds in the Utilities Equities category with higher risk-adjusted ranks, going as high as 49.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 49 | — | Jul 2011 | PRUAX vs DPG | |
| Gabelli Utilities Fund | 27 | — | Aug 1999 | PRUAX vs GABUX | |
| Hennessy Gas Utility Fund | 14 | — | May 1989 | PRUAX vs GASFX | |
| Franklin Utilities Fund | 14 | — | Sep 1948 | PRUAX vs FKUTX | |
| Franklin Utilities Fund Class A | 14 | — | Sep 1948 | PRUAX vs FKUQX |
Top Performing PRUAX Alternatives (YTD)
PRUAX is at 3.61% YTD. There are 13 mutual funds in the Utilities Equities category with higher YTD returns, going as high as 13.60%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 13.60% | — | Jul 2011 | PRUAX vs DPG | |
| Hennessy Gas Utility Fund | 9.02% | — | May 1989 | PRUAX vs GASFX | |
| Gabelli Utilities Fund | 7.08% | — | Aug 1999 | PRUAX vs GABUX | |
| Franklin Utilities Fund | 5.84% | — | Sep 1948 | PRUAX vs FKUTX | |
| Franklin Utilities Fund Class A | 5.77% | — | Sep 1948 | PRUAX vs FKUQX |
Lowest Volatility Alternatives to PRUAX
PRUAX has 15.55% 1-year volatility. There are 13 mutual funds in the Utilities Equities category with lower 1-year volatility, going as low as 10.70%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Utilities Fund | 10.70% | — | Aug 1999 | PRUAX vs GABUX | |
| Hennessy Gas Utility Fund | 11.83% | — | May 1989 | PRUAX vs GASFX | |
| Duff & Phelps Utility and Infrastructure Fund Inc | 12.27% | — | Jul 2011 | PRUAX vs DPG | |
| Allspring Utilities and High Income Fund | 12.69% | — | Apr 2004 | PRUAX vs ERH | |
| Allspring Utility and Telecommunications Fund | 13.11% | — | Jan 1994 | PRUAX vs EVUAX |
Lowest Drawdown Alternatives to PRUAX
PRUAX has a 1-year max drawdown of -9.25%. There are 12 mutual funds in the Utilities Equities category with shallower 1-year drawdowns, going as shallow as -5.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | -5.85% | — | Jul 2011 | PRUAX vs DPG | |
| Hennessy Gas Utility Fund | -6.95% | — | May 1989 | PRUAX vs GASFX | |
| Gabelli Utilities Fund | -7.14% | — | Aug 1999 | PRUAX vs GABUX | |
| Allspring Utility and Telecommunications Fund | -7.68% | — | Jan 1994 | PRUAX vs EVUAX | |
| Rydex Utilities Fund | -7.97% | — | Apr 2000 | PRUAX vs RYUIX |
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 | PRUAX vs PJFAX | |
| PGIM High Yield Fund Class R6 | High Yield Bonds | 75 | 1.85% | — | Oct 2011 | PRUAX vs PHYQX | |
| PGIM Total Return Bond R6 | Intermediate Core-Plus Bond | 28 | 0.68% | — | Dec 2010 | PRUAX vs PTRQX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 64 | 1.15% | — | Dec 2013 | PRUAX vs SDMZX | |
| PGIM Total Return Bond Fund Class Z | Intermediate Core-Plus Bond | 27 | 0.72% | — | Jan 1997 | PRUAX vs PDBZX | |
| PGIM Floating Rate Income Fund | Bank Loan | 94 | 2.29% | — | Mar 2011 | PRUAX vs FRFZX | |
| PGIM Short Duration High Yield Income Fund | High Yield Bonds | 70 | 1.50% | — | Oct 2012 | PRUAX vs HYSZX | |
| PGIM High Yield Fund | High Yield Bonds | 72 | 1.69% | — | Jan 1990 | PRUAX vs PBHAX | |
| PGIM Jennison International Opportunities Fund | Foreign Large Cap Equities | 9 | 13.56% | — | Jun 2012 | PRUAX vs PWJZX | |
| PGIM Jennison Small Company Fund | Small Cap Growth Equities | 40 | 11.50% | — | Jan 1990 | PRUAX vs PGOAX |
Often Compared With PRUAX
Investors most often compare PRUAX with FRURX, XLU, ARCC. These 9 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin Utilities Fund Class R | Utilities Equities | 13 | 5.70% | — | Jan 2002 | PRUAX vs FRURX | |
| State Street Utilities Select Sector SPDR ETF | Utilities Equities | 19 | 3.11% | 22.40B | Dec 1998 | PRUAX vs XLU | |
| Ares Capital Corporation | 25 | -5.14% | — | — | PRUAX vs ARCC | ||
| Virtus Reaves Utilities ETF | Utilities Equities | 14 | 0.08% | 1.38B | Sep 2015 | PRUAX vs UTES | |
| MFS Utilities Fund | Utilities Equities | 13 | 4.90% | — | Feb 1992 | PRUAX vs MMUFX | |
| PGIM Short-Term Corporate Bond Fund | Short-Term Bond | 55 | 0.50% | — | Sep 1989 | PRUAX vs PBSMX | |
| Victory Pioneer Multi-Asset Income Class R-6 | Diversified Portfolio | 90 | 5.94% | — | Dec 2011 | PRUAX vs PMFKX | |
| Schwab MarketTrack All Equity Portfolio™ | Diversified Portfolio | 71 | 12.78% | 1.22B | May 1998 | PRUAX vs SWEGX | |
| PGIM Jennison Global Opportunities Fund | Global Equities | 9 | 9.40% | — | Mar 2012 | PRUAX vs PRJZX |
Compare PRUAX with Any Fund or Stock
Compare PRUAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PRUAX with funds that move differently
PGIM Jennison Utility Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PRUAX.
Explore PRUAX Diversifiers