PAGEX vs. PRDGX
PAGEX (T. Rowe Price Global Real Estate Fund) and PRDGX (T. Rowe Price Dividend Growth Fund, Inc.) are both mutual funds - PAGEX is a REIT fund managed by T. Rowe Price, while PRDGX is a Large Cap Blend Equities fund actively managed by T. Rowe Price. Over the past 10 years, PAGEX returned 3.34%/yr vs 12.86%/yr for PRDGX. Their 0.75 correlation means they have sometimes moved together and sometimes differently. PAGEX charges 1.15%/yr vs 0.64%/yr for PRDGX.
Performance
PAGEX vs. PRDGX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with PAGEX having a 11.49% return and PRDGX slightly lower at 11.24%. Over the past 10 years, PAGEX has underperformed PRDGX with an annualized return of 3.34%, while PRDGX has yielded a comparatively higher 12.86% annualized return.
PAGEX
- 1D
- -0.31%
- 1M
- 2.37%
- 6M
- 8.35%
- YTD
- 11.49%
- 1Y
- 16.50%
- 3Y*
- 7.53%
- 5Y*
- 0.63%
- 10Y*
- 3.34%
- ALL TIME*
- 7.53%
PRDGX
- 1D
- 0.71%
- 1M
- 0.75%
- 6M
- 9.35%
- YTD
- 11.24%
- 1Y
- 19.63%
- 3Y*
- 14.49%
- 5Y*
- 9.95%
- 10Y*
- 12.86%
- ALL TIME*
- 10.51%
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 |
PAGEX vs. PRDGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PAGEX T. Rowe Price Global Real Estate Fund | 11.49% | 5.39% | 0.92% | 11.33% | -26.47% | 28.48% | -4.13% | 29.48% | -7.71% | 6.97% |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 11.24% | 14.74% | 13.48% | 13.68% | -10.22% | 26.03% | 13.92% | 31.76% | -1.06% | 18.89% |
Correlation
The correlation between PAGEX and PRDGX is 0.55, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.55 |
Correlation (3Y) Balances recent behavior with more history. | 0.68 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.69 |
Correlation (All Time) Calculated using the full available price history since Oct 28, 2008 | 0.75 |
Over the past year, the correlation between PAGEX and PRDGX has dropped to 0.55 - well below their long-term average of 0.75, suggesting their price drivers have been diverging.
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Return for Risk
PAGEX vs. PRDGX — Risk / Return Rank
PAGEX
PRDGX
PAGEX vs. PRDGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Global Real Estate Fund (PAGEX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX). 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.
| PAGEX | PRDGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.49 | ||
| Sortino ratioReturn per unit of downside risk | -0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.32 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.48 | 2.39 | -0.91 |
| Martin ratioReturn relative to average drawdown | 5.18 | 9.99 | -4.81 |
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Drawdowns
PAGEX vs. PRDGX - Drawdown Comparison
The maximum PAGEX drawdown since its inception was -43.69%, smaller than the maximum PRDGX drawdown of -49.79%. Use the drawdown chart below to compare losses from any high point for PAGEX and PRDGX.
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Drawdown Indicators
| PAGEX | PRDGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.69% | -49.79% | +6.10% |
Max Drawdown (1Y)Largest decline over 1 year | -10.46% | -7.34% | -3.12% |
Max Drawdown (3Y)Largest decline over 3 years | -19.62% | -14.15% | -5.47% |
Max Drawdown (5Y)Largest decline over 5 years | -33.25% | -19.31% | -13.94% |
Max Drawdown (10Y)Largest decline over 10 years | -38.63% | -33.18% | -5.45% |
Current DrawdownCurrent decline from peak | -2.92% | -0.53% | -2.39% |
Average DrawdownAverage peak-to-trough decline | -8.79% | -5.39% | -3.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.99% | 1.76% | +1.23% |
Volatility
PAGEX vs. PRDGX - Volatility Comparison
T. Rowe Price Global Real Estate Fund (PAGEX) has a higher volatility of 3.41% compared to T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) at 2.40%. This indicates that PAGEX's price experiences larger fluctuations and is considered to be riskier than PRDGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PAGEX | PRDGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 2.40% | +1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 7.42% | +2.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.06% | 9.88% | +2.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.27% | 14.03% | +2.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.12% | 15.82% | +1.30% |
PAGEX vs. PRDGX - Expense Ratio Comparison
PAGEX has a 1.15% expense ratio, which is higher than PRDGX's 0.64% expense ratio.
Dividends
PAGEX vs. PRDGX - Dividend Comparison
PAGEX's dividend yield for the trailing twelve months is around 2.14%, less than PRDGX's 7.28% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAGEX T. Rowe Price Global Real Estate Fund | 2.14% | 2.27% | 2.21% | 2.25% | 6.07% | 7.69% | 2.80% | 12.00% | 6.14% | 2.80% | 2.97% | 2.34% |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 7.28% | 8.02% | 4.66% | 2.78% | 3.81% | 2.00% | 1.03% | 2.33% | 3.67% | 1.82% | 3.07% | 7.57% |
Frequently Asked Questions
PAGEX and PRDGX have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PAGEX has higher volatility (3.41%) compared to PRDGX (2.40%). In terms of maximum drawdown, PAGEX dropped -43.69% vs PRDGX's -49.79%.
PRDGX currently has the higher Sharpe Ratio (1.78 vs 1.29), 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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