PGIM Global Real Estate Fund (PURZX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PURZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PURZX
PURZX charges 0.93% annually. There are 48 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | PURZX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | PURZX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | PURZX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | PURZX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | PURZX vs VGRNX |
Best Risk-Adjusted Alternatives to PURZX
PURZX has a PortfoliosLab risk / return rank of 37. There are 23 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | PURZX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | PURZX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | — | Oct 2011 | PURZX vs FSREX | |
| Fidelity Real Estate Income Fund | 72 | — | Feb 2003 | PURZX vs FRIFX | |
| Delaware Ivy Securian Real Estate Securities Fund | 72 | — | Feb 1999 | PURZX vs IRSAX |
Top Performing PURZX Alternatives (YTD)
PURZX is at 13.14% YTD. There are 44 mutual funds in the REIT category with higher YTD returns, going as high as 20.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 20.24% | — | Dec 2010 | PURZX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 19.18% | — | Dec 1998 | PURZX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 18.89% | — | Jan 1989 | PURZX vs IVRSX | |
| Columbia Real Estate Equity Fund | 18.78% | — | Apr 1994 | PURZX vs CREEX | |
| Delaware Ivy Securian Real Estate Securities Fund | 18.60% | — | Feb 1999 | PURZX vs IRSAX |
Lowest Volatility Alternatives to PURZX
PURZX has 12.46% 1-year volatility. There are 41 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.44%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.44% | — | Jun 2023 | PURZX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | PURZX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.46% | — | Oct 2011 | PURZX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | PURZX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.23% | — | Feb 2003 | PURZX vs FRIFX |
Lowest Drawdown Alternatives to PURZX
PURZX has a 1-year max drawdown of -10.16%. There are 74 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | PURZX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | PURZX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | PURZX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | PURZX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | PURZX vs FRIFX |
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 | PURZX vs PJFAX | |
| PGIM High Yield Fund Class R6 | High Yield Bonds | 74 | 2.01% | — | Oct 2011 | PURZX vs PHYQX | |
| PGIM Total Return Bond R6 | Intermediate Core-Plus Bond | 32 | 0.39% | — | Dec 2010 | PURZX vs PTRQX | |
| PGIM Total Return Bond Fund Class Z | Intermediate Core-Plus Bond | 30 | 0.34% | — | Jan 1997 | PURZX vs PDBZX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 61 | 1.30% | — | Dec 2013 | PURZX vs SDMZX | |
| PGIM Floating Rate Income Fund | Bank Loan | 96 | 2.82% | — | Mar 2011 | PURZX vs FRFZX | |
| PGIM 60/40 Allocation Fund | Diversified Portfolio | 82 | 7.75% | — | Sep 2017 | PURZX vs PALDX | |
| PGIM High Yield Fund | High Yield Bonds | 73 | 1.83% | — | Jan 1990 | PURZX vs PBHAX | |
| PGIM Short Duration High Yield Income Fund | High Yield Bonds | 75 | 1.66% | — | Oct 2012 | PURZX vs HYSZX | |
| PGIM Jennison International Opportunities Fund | Foreign Large Cap Equities | 7 | 7.10% | — | Jun 2012 | PURZX vs PWJZX |
Often Compared With PURZX
Investors most often compare PURZX with FARCX, VGSLX, VTSNX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare PURZX with Any Fund or Stock
Compare PURZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PURZX with funds that move differently
PGIM Global Real Estate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PURZX.
Explore PURZX Diversifiers