AIGYX vs. PRKZX
Compare and contrast key facts about abrdn Realty Income & Growth Fund (AIGYX) and PGIM Real Estate Income Fund (PRKZX).
AIGYX is managed by Aberdeen. It was launched on Dec 29, 1998. PRKZX is managed by PGIM. It was launched on Jun 3, 2015.
Performance
AIGYX vs. PRKZX - Performance Comparison
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AIGYX vs. PRKZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIGYX abrdn Realty Income & Growth Fund | 6.07% | 4.20% | 9.61% | 13.34% | -24.99% | 62.09% | -6.59% | 27.80% | -7.59% | 8.52% |
PRKZX PGIM Real Estate Income Fund | 2.05% | 3.74% | 17.55% | 10.54% | -16.17% | 21.17% | -8.68% | 30.19% | -10.05% | 6.55% |
Returns By Period
In the year-to-date period, AIGYX achieves a 6.07% return, which is significantly higher than PRKZX's 2.05% return. Over the past 10 years, AIGYX has outperformed PRKZX with an annualized return of 7.54%, while PRKZX has yielded a comparatively lower 5.37% annualized return.
AIGYX
- 1D
- 1.49%
- 1M
- -6.16%
- YTD
- 6.07%
- 6M
- 5.14%
- 1Y
- 10.06%
- 3Y*
- 10.00%
- 5Y*
- 8.96%
- 10Y*
- 7.54%
PRKZX
- 1D
- 1.10%
- 1M
- -6.62%
- YTD
- 2.05%
- 6M
- -1.91%
- 1Y
- 6.43%
- 3Y*
- 11.23%
- 5Y*
- 5.23%
- 10Y*
- 5.37%
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AIGYX vs. PRKZX - Expense Ratio Comparison
AIGYX has a 1.01% expense ratio, which is lower than PRKZX's 1.38% expense ratio.
Return for Risk
AIGYX vs. PRKZX — Risk / Return Rank
AIGYX
PRKZX
AIGYX vs. PRKZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn Realty Income & Growth Fund (AIGYX) and PGIM Real Estate Income Fund (PRKZX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AIGYX | PRKZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.51 | +0.12 |
Sortino ratioReturn per unit of downside risk | 0.96 | 0.79 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.11 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 0.72 | +0.19 |
Martin ratioReturn relative to average drawdown | 4.05 | 2.28 | +1.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AIGYX | PRKZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.51 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.36 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.31 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.33 | +0.04 |
Correlation
The correlation between AIGYX and PRKZX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AIGYX vs. PRKZX - Dividend Comparison
AIGYX's dividend yield for the trailing twelve months is around 7.97%, more than PRKZX's 7.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIGYX abrdn Realty Income & Growth Fund | 7.97% | 8.43% | 12.69% | 4.01% | 8.97% | 27.57% | 16.28% | 18.30% | 49.34% | 5.85% | 5.48% | 4.69% |
PRKZX PGIM Real Estate Income Fund | 7.20% | 7.09% | 8.63% | 4.25% | 5.53% | 29.71% | 4.27% | 4.53% | 5.65% | 5.18% | 4.96% | 0.00% |
Drawdowns
AIGYX vs. PRKZX - Drawdown Comparison
The maximum AIGYX drawdown since its inception was -79.94%, which is greater than PRKZX's maximum drawdown of -46.95%. Use the drawdown chart below to compare losses from any high point for AIGYX and PRKZX.
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Drawdown Indicators
| AIGYX | PRKZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.94% | -46.95% | -32.99% |
Max Drawdown (1Y)Largest decline over 1 year | -12.30% | -10.11% | -2.19% |
Max Drawdown (5Y)Largest decline over 5 years | -31.20% | -25.96% | -5.24% |
Max Drawdown (10Y)Largest decline over 10 years | -43.10% | -46.95% | +3.85% |
Current DrawdownCurrent decline from peak | -6.16% | -6.86% | +0.70% |
Average DrawdownAverage peak-to-trough decline | -12.49% | -7.61% | -4.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 3.21% | -0.45% |
Volatility
AIGYX vs. PRKZX - Volatility Comparison
abrdn Realty Income & Growth Fund (AIGYX) and PGIM Real Estate Income Fund (PRKZX) have volatilities of 4.64% and 4.56%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIGYX | PRKZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.64% | 4.56% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 7.69% | +1.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.14% | 13.13% | +3.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.72% | 14.45% | +6.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.94% | 17.15% | +4.79% |