FSSAX vs. PURZX
FSSAX (Franklin Small Cap Growth Fund) and PURZX (PGIM Global Real Estate Fund) are both mutual funds - FSSAX is a Small Cap Growth Equities fund managed by Franklin Templeton, while PURZX is a REIT fund managed by PGIM. Over the past 10 years, FSSAX returned 11.81%/yr vs 4.15%/yr for PURZX. Their 0.61 correlation means they have sometimes moved together and sometimes differently. FSSAX charges 0.78%/yr vs 0.93%/yr for PURZX.
Performance
FSSAX vs. PURZX - Performance Comparison
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Returns By Period
In the year-to-date period, FSSAX achieves a 11.67% return, which is significantly lower than PURZX's 15.78% return. Over the past 10 years, FSSAX has outperformed PURZX with an annualized return of 11.81%, while PURZX has yielded a comparatively lower 4.15% annualized return.
FSSAX
- 1D
- 2.02%
- 1M
- -2.81%
- 6M
- 11.25%
- YTD
- 11.67%
- 1Y
- 28.45%
- 3Y*
- 13.19%
- 5Y*
- 3.00%
- 10Y*
- 11.81%
- ALL TIME*
- 8.56%
PURZX
- 1D
- -0.04%
- 1M
- 2.42%
- 6M
- 11.18%
- YTD
- 15.78%
- 1Y
- 21.39%
- 3Y*
- 10.87%
- 5Y*
- 2.60%
- 10Y*
- 4.15%
- ALL TIME*
- 7.52%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FSSAX vs. PURZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSSAX Franklin Small Cap Growth Fund | 11.67% | 7.88% | 13.02% | 31.05% | -30.29% | -0.24% | 41.68% | 42.14% | -3.08% | 21.32% |
PURZX PGIM Global Real Estate Fund | 15.78% | 9.22% | 3.64% | 11.24% | -26.73% | 27.91% | -4.39% | 20.60% | -5.32% | 10.36% |
Correlation
The correlation between FSSAX and PURZX is 0.39, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.39 |
Correlation (3Y) Balances recent behavior with more history. | 0.55 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.61 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.57 |
Correlation (All Time) Calculated using the full available price history since Apr 28, 2000 | 0.61 |
Over the past year, the correlation between FSSAX and PURZX has dropped to 0.39 - well below their long-term average of 0.61, suggesting their price drivers have been diverging.
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Return for Risk
FSSAX vs. PURZX — Risk / Return Rank
FSSAX
PURZX
FSSAX vs. PURZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Small Cap Growth Fund (FSSAX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FSSAX | PURZX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.37 | ||
| Sortino ratioReturn per unit of downside risk | -0.41 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.29 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.00 | 1.96 | +0.04 |
| Martin ratioReturn relative to average drawdown | 7.47 | 7.25 | +0.22 |
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Drawdowns
FSSAX vs. PURZX - Drawdown Comparison
The maximum FSSAX drawdown since its inception was -59.61%, smaller than the maximum PURZX drawdown of -69.49%. Use the drawdown chart below to compare losses from any high point for FSSAX and PURZX.
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Drawdown Indicators
| FSSAX | PURZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.61% | -69.49% | +9.88% |
Max Drawdown (1Y)Largest decline over 1 year | -11.99% | -10.16% | -1.83% |
Max Drawdown (3Y)Largest decline over 3 years | -29.48% | -18.57% | -10.91% |
Max Drawdown (5Y)Largest decline over 5 years | -42.58% | -34.80% | -7.78% |
Max Drawdown (10Y)Largest decline over 10 years | -42.80% | -41.05% | -1.75% |
Current DrawdownCurrent decline from peak | -4.37% | -0.51% | -3.86% |
Average DrawdownAverage peak-to-trough decline | -14.66% | -11.92% | -2.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 2.74% | +0.49% |
Volatility
FSSAX vs. PURZX - Volatility Comparison
Franklin Small Cap Growth Fund (FSSAX) has a higher volatility of 4.88% compared to PGIM Global Real Estate Fund (PURZX) at 3.34%. This indicates that FSSAX'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.
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Volatility by Period
| FSSAX | PURZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 3.34% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 14.65% | 10.01% | +4.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.28% | 12.40% | +6.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.43% | 16.34% | +8.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.91% | 17.27% | +6.64% |
FSSAX vs. PURZX - Expense Ratio Comparison
FSSAX has a 0.78% expense ratio, which is lower than PURZX's 0.93% expense ratio.
Dividends
FSSAX vs. PURZX - Dividend Comparison
FSSAX's dividend yield for the trailing twelve months is around 6.84%, more than PURZX's 2.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSSAX Franklin Small Cap Growth Fund | 6.84% | 7.64% | 0.00% | 0.00% | 0.54% | 16.49% | 9.31% | 12.17% | 22.72% | 1.77% | 0.00% | 1.92% |
PURZX PGIM Global Real Estate Fund | 2.59% | 2.85% | 2.68% | 2.27% | 2.22% | 16.92% | 1.71% | 10.18% | 4.22% | 3.93% | 4.67% | 3.45% |
Frequently Asked Questions
FSSAX and PURZX have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FSSAX has higher volatility (4.88%) compared to PURZX (3.34%). In terms of maximum drawdown, FSSAX dropped -59.61% vs PURZX's -69.49%.
PURZX currently has the higher Sharpe Ratio (1.62 vs 1.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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