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 337 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 | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | TBDAX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | TBDAX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | TBDAX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | TBDAX vs VRGWX |
Best Risk-Adjusted Alternatives to TBDAX
TBDAX has a PortfoliosLab risk / return rank of 16. There are 204 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 88 | 92.00B | Nov 1984 | TBDAX vs VPMCX | |
| One Rock Fund | 88 | — | Mar 2020 | TBDAX vs ONERX | |
| Davis New York Venture Fund Class Y | 85 | — | Feb 1969 | TBDAX vs DNVYX | |
| Chase Growth Fund Institutional Class | 85 | — | Jan 2007 | TBDAX vs CHAIX | |
| Chase Growth Fund | 84 | — | Dec 1997 | TBDAX vs CHASX |
Top Performing TBDAX Alternatives (YTD)
TBDAX is at 5.58% YTD. There are 225 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | TBDAX vs ONERX | |
| ICON Equity Fund | 27.02% | — | Oct 2002 | TBDAX vs IOLZX | |
| Chase Growth Fund | 24.49% | — | Dec 1997 | TBDAX vs CHASX | |
| Chase Growth Fund Institutional Class | 24.47% | — | Jan 2007 | TBDAX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 23.49% | — | May 2008 | TBDAX vs FOCKX |
Lowest Volatility Alternatives to TBDAX
TBDAX has 17.13% 1-year volatility. There are 207 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.81% | — | Sep 2019 | TBDAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.72% | — | Jan 2005 | TBDAX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | TBDAX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.21% | — | Dec 2015 | TBDAX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.61% | — | Sep 2018 | TBDAX vs GQEPX |
Lowest Drawdown Alternatives to TBDAX
TBDAX has a 1-year max drawdown of -15.79%. There are 237 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | TBDAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | TBDAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | TBDAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | TBDAX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | TBDAX vs DNVYX |
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 | 10 | 5.53% | — | Nov 1995 | TBDAX vs PJFAX | |
| PGIM High Yield Fund Class R6 | High Yield Bonds | 70 | 2.01% | — | Oct 2011 | TBDAX vs PHYQX | |
| PGIM Total Return Bond R6 | Intermediate Core-Plus Bond | 26 | 0.31% | — | Dec 2010 | TBDAX vs PTRQX | |
| PGIM Total Return Bond Fund Class Z | Intermediate Core-Plus Bond | 24 | 0.25% | — | Jan 1997 | TBDAX vs PDBZX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 53 | 1.18% | — | Dec 2013 | TBDAX vs SDMZX | |
| PGIM Floating Rate Income Fund | Bank Loan | 96 | 2.94% | — | Mar 2011 | TBDAX vs FRFZX | |
| PGIM 60/40 Allocation Fund | Diversified Portfolio | 76 | 7.25% | — | Sep 2017 | TBDAX vs PALDX | |
| PGIM High Yield Fund | High Yield Bonds | 67 | 1.83% | — | Jan 1990 | TBDAX vs PBHAX | |
| PGIM Short Duration High Yield Income Fund | High Yield Bonds | 70 | 1.66% | — | Oct 2012 | TBDAX vs HYSZX | |
| PGIM Jennison International Opportunities Fund | Foreign Large Cap Equities | 4 | 3.72% | — | Jun 2012 | TBDAX vs PWJZX |
Often Compared With TBDAX
Investors most often compare TBDAX with AMRGX, ANFFX, TIBIX. These 20 comparison targets span 7 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