PJEZX vs. CSZIX
Compare and contrast key facts about PGIM US Real Estate Fund (PJEZX) and Cohen & Steers Real Estate Securities Fund Class Z (CSZIX).
PJEZX is managed by PGIM. It was launched on Dec 21, 2010. CSZIX is an actively managed fund by Cohen & Steers. It was launched on Oct 1, 2014.
Performance
PJEZX vs. CSZIX - Performance Comparison
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PJEZX vs. CSZIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PJEZX PGIM US Real Estate Fund | 4.16% | 2.49% | 13.08% | 15.85% | -27.26% | 48.32% | -4.86% | 44.30% | -3.54% | 5.60% |
CSZIX Cohen & Steers Real Estate Securities Fund Class Z | 1.50% | 4.41% | 6.81% | 13.26% | -26.21% | 41.81% | -1.64% | 31.95% | -4.17% | 8.18% |
Returns By Period
In the year-to-date period, PJEZX achieves a 4.16% return, which is significantly higher than CSZIX's 1.50% return. Over the past 10 years, PJEZX has outperformed CSZIX with an annualized return of 7.97%, while CSZIX has yielded a comparatively lower 6.42% annualized return.
PJEZX
- 1D
- 0.19%
- 1M
- -6.50%
- YTD
- 4.16%
- 6M
- 2.24%
- 1Y
- 6.37%
- 3Y*
- 10.22%
- 5Y*
- 6.49%
- 10Y*
- 7.97%
CSZIX
- 1D
- 0.34%
- 1M
- -7.21%
- YTD
- 1.50%
- 6M
- 0.05%
- 1Y
- 2.50%
- 3Y*
- 7.70%
- 5Y*
- 4.44%
- 10Y*
- 6.42%
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PJEZX vs. CSZIX - Expense Ratio Comparison
PJEZX has a 1.00% expense ratio, which is higher than CSZIX's 0.75% expense ratio.
Return for Risk
PJEZX vs. CSZIX — Risk / Return Rank
PJEZX
CSZIX
PJEZX vs. CSZIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM US Real Estate Fund (PJEZX) and Cohen & Steers Real Estate Securities Fund Class Z (CSZIX). 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.
| PJEZX | CSZIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 0.20 | +0.24 |
Sortino ratioReturn per unit of downside risk | 0.71 | 0.38 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.05 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.56 | 0.27 | +0.29 |
Martin ratioReturn relative to average drawdown | 2.43 | 1.07 | +1.36 |
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
| PJEZX | CSZIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 0.20 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.24 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.31 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.33 | +0.12 |
Correlation
The correlation between PJEZX and CSZIX is 0.97, 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
PJEZX vs. CSZIX - Dividend Comparison
PJEZX's dividend yield for the trailing twelve months is around 1.92%, less than CSZIX's 3.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PJEZX PGIM US Real Estate Fund | 1.92% | 2.05% | 1.93% | 1.65% | 3.21% | 9.54% | 1.56% | 13.21% | 5.43% | 6.31% | 15.48% | 9.39% |
CSZIX Cohen & Steers Real Estate Securities Fund Class Z | 3.10% | 3.81% | 2.85% | 3.00% | 7.77% | 4.38% | 5.47% | 7.70% | 3.68% | 2.60% | 5.90% | 22.32% |
Drawdowns
PJEZX vs. CSZIX - Drawdown Comparison
The maximum PJEZX drawdown since its inception was -43.43%, roughly equal to the maximum CSZIX drawdown of -42.71%. Use the drawdown chart below to compare losses from any high point for PJEZX and CSZIX.
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Drawdown Indicators
| PJEZX | CSZIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.43% | -42.71% | -0.72% |
Max Drawdown (1Y)Largest decline over 1 year | -13.12% | -11.83% | -1.29% |
Max Drawdown (5Y)Largest decline over 5 years | -34.60% | -33.05% | -1.55% |
Max Drawdown (10Y)Largest decline over 10 years | -43.43% | -42.71% | -0.72% |
Current DrawdownCurrent decline from peak | -7.15% | -7.65% | +0.50% |
Average DrawdownAverage peak-to-trough decline | -8.19% | -8.89% | +0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 2.96% | +0.07% |
Volatility
PJEZX vs. CSZIX - Volatility Comparison
PGIM US Real Estate Fund (PJEZX) has a higher volatility of 4.73% compared to Cohen & Steers Real Estate Securities Fund Class Z (CSZIX) at 4.31%. This indicates that PJEZX's price experiences larger fluctuations and is considered to be riskier than CSZIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PJEZX | CSZIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.73% | 4.31% | +0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 9.36% | 9.44% | -0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.02% | 15.96% | +1.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.92% | 18.67% | +0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.14% | 20.79% | +0.35% |