PGIM Jennison Diversified Growth Fund (TBDAX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TBDAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TBDAX
TBDAX charges 1.15% annually. There are 341 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | TBDAX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | TBDAX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | TBDAX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | TBDAX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | TBDAX vs VIGAX |
Best Risk-Adjusted Alternatives to TBDAX
TBDAX has a PortfoliosLab risk / return rank of 25. There are 218 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 98 | — | Aug 2014 | TBDAX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | TBDAX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 92 | — | May 2008 | TBDAX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | TBDAX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | TBDAX vs POGRX |
Top Performing TBDAX Alternatives (YTD)
TBDAX is at 8.42% YTD. There are 190 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 63.96%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 63.96% | — | Mar 2020 | TBDAX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 30.99% | — | Nov 2000 | TBDAX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.30% | — | Feb 2004 | TBDAX vs RYGRX | |
| Fidelity OTC Portfolio Class K | 28.33% | — | May 2008 | TBDAX vs FOCKX | |
| Fidelity OTC Portfolio | 28.25% | — | Dec 1984 | TBDAX vs FOCPX |
Lowest Volatility Alternatives to TBDAX
TBDAX has 16.00% 1-year volatility. There are 245 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | TBDAX vs BBLIX | |
| Emerald Insights Fund | 9.18% | — | Aug 2014 | TBDAX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.39% | — | Jan 2005 | TBDAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | TBDAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.90% | — | Apr 2010 | TBDAX vs AWYIX |
Lowest Drawdown Alternatives to TBDAX
TBDAX has a 1-year max drawdown of -15.79%. There are 241 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | TBDAX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | TBDAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | TBDAX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | TBDAX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | TBDAX vs AQEIX |
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 | 15 | 7.82% | — | Nov 1995 | TBDAX vs PJFAX | |
| PGIM High Yield Fund Class R6 | High Yield Bonds | 69 | 1.64% | — | Oct 2011 | TBDAX vs PHYQX | |
| PGIM Total Return Bond R6 | Intermediate Core-Plus Bond | 26 | 0.51% | — | Dec 2010 | TBDAX vs PTRQX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 60 | 1.03% | — | Dec 2013 | TBDAX vs SDMZX | |
| PGIM Total Return Bond Fund Class Z | Intermediate Core-Plus Bond | 25 | 0.47% | — | Jan 1997 | TBDAX vs PDBZX | |
| PGIM Floating Rate Income Fund | Bank Loan | 94 | 2.29% | — | Mar 2011 | TBDAX vs FRFZX | |
| PGIM Short Duration High Yield Income Fund | High Yield Bonds | 68 | 1.37% | — | Oct 2012 | TBDAX vs HYSZX | |
| PGIM High Yield Fund | High Yield Bonds | 66 | 1.48% | — | Jan 1990 | TBDAX vs PBHAX | |
| PGIM Jennison Small Company Fund | Small Cap Growth Equities | 36 | 11.01% | — | Jan 1990 | TBDAX vs PGOAX | |
| PGIM Jennison International Opportunities Fund | Foreign Large Cap Equities | 9 | 12.61% | — | Jun 2012 | TBDAX vs PWJZX |
Often Compared With TBDAX
Investors most often compare TBDAX with TIBIX, AMRGX, GXXIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare TBDAX with Any Fund or Stock
Compare TBDAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TBDAX with funds that move differently
PGIM Jennison Diversified Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TBDAX.
Explore TBDAX Diversifiers