FARCX vs. PURZX
Compare and contrast key facts about Nuveen Real Estate Securities Fund (FARCX) and PGIM Global Real Estate Fund (PURZX).
FARCX is managed by Nuveen. It was launched on Jun 30, 1995. PURZX is managed by PGIM Investments. It was launched on May 4, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FARCX or PURZX.
Correlation
The correlation between FARCX and PURZX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FARCX vs. PURZX - Performance Comparison
Key characteristics
FARCX:
0.58
PURZX:
0.79
FARCX:
0.89
PURZX:
1.17
FARCX:
1.12
PURZX:
1.16
FARCX:
0.26
PURZX:
0.40
FARCX:
1.35
PURZX:
2.01
FARCX:
7.91%
PURZX:
6.34%
FARCX:
18.25%
PURZX:
15.97%
FARCX:
-74.49%
PURZX:
-74.04%
FARCX:
-33.85%
PURZX:
-22.51%
Returns By Period
In the year-to-date period, FARCX achieves a 0.30% return, which is significantly lower than PURZX's 2.94% return. Over the past 10 years, FARCX has underperformed PURZX with an annualized return of -1.96%, while PURZX has yielded a comparatively higher 0.36% annualized return.
FARCX
0.30%
6.21%
-8.08%
8.31%
1.11%
-1.96%
PURZX
2.94%
8.67%
-2.05%
9.86%
3.61%
0.36%
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FARCX vs. PURZX - Expense Ratio Comparison
FARCX has a 0.97% expense ratio, which is higher than PURZX's 0.93% expense ratio.
Risk-Adjusted Performance
FARCX vs. PURZX — Risk-Adjusted Performance Rank
FARCX
PURZX
FARCX vs. PURZX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Real Estate Securities Fund (FARCX) and PGIM Global Real Estate Fund (PURZX). 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.
Dividends
FARCX vs. PURZX - Dividend Comparison
FARCX's dividend yield for the trailing twelve months is around 3.61%, more than PURZX's 2.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FARCX Nuveen Real Estate Securities Fund | 3.61% | 3.67% | 3.10% | 3.25% | 1.88% | 2.06% | 2.50% | 2.72% | 2.90% | 3.44% | 2.95% | 2.64% |
PURZX PGIM Global Real Estate Fund | 2.59% | 2.68% | 2.27% | 2.22% | 16.92% | 1.71% | 17.08% | 4.89% | 4.84% | 4.67% | 3.45% | 2.92% |
Drawdowns
FARCX vs. PURZX - Drawdown Comparison
The maximum FARCX drawdown since its inception was -74.49%, roughly equal to the maximum PURZX drawdown of -74.04%. Use the drawdown chart below to compare losses from any high point for FARCX and PURZX. For additional features, visit the drawdowns tool.
Volatility
FARCX vs. PURZX - Volatility Comparison
Nuveen Real Estate Securities Fund (FARCX) has a higher volatility of 9.86% compared to PGIM Global Real Estate Fund (PURZX) at 9.06%. This indicates that FARCX's price experiences larger fluctuations and is considered to be riskier than PURZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.