PJEZX vs. FIKMX
Compare and contrast key facts about PGIM US Real Estate Fund (PJEZX) and Fidelity Advisor Real Estate Income Fund Class Z (FIKMX).
PJEZX is managed by PGIM. It was launched on Dec 21, 2010. FIKMX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
PJEZX vs. FIKMX - Performance Comparison
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PJEZX vs. FIKMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PJEZX PGIM US Real Estate Fund | 4.16% | 2.49% | 13.08% | 15.85% | -27.26% | 48.32% | -4.86% | 44.30% | -3.18% |
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 0.00% | 7.29% | 8.03% | 9.51% | -14.48% | 19.04% | -0.98% | 18.04% | -1.71% |
Returns By Period
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%
FIKMX
- 1D
- 0.33%
- 1M
- -3.12%
- YTD
- 0.00%
- 6M
- 1.05%
- 1Y
- 4.47%
- 3Y*
- 7.50%
- 5Y*
- 4.02%
- 10Y*
- —
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PJEZX vs. FIKMX - Expense Ratio Comparison
PJEZX has a 1.00% expense ratio, which is higher than FIKMX's 0.59% expense ratio.
Return for Risk
PJEZX vs. FIKMX — Risk / Return Rank
PJEZX
FIKMX
PJEZX vs. FIKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM US Real Estate Fund (PJEZX) and Fidelity Advisor Real Estate Income Fund Class Z (FIKMX). 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 | FIKMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 0.94 | -0.50 |
Sortino ratioReturn per unit of downside risk | 0.71 | 1.25 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.18 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.56 | 1.11 | -0.55 |
Martin ratioReturn relative to average drawdown | 2.43 | 4.71 | -2.29 |
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 | FIKMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 0.94 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.62 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.51 | -0.06 |
Correlation
The correlation between PJEZX and FIKMX is 0.88, 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. FIKMX - Dividend Comparison
PJEZX's dividend yield for the trailing twelve months is around 1.92%, less than FIKMX's 4.80% 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% |
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 4.80% | 4.80% | 4.81% | 5.15% | 6.24% | 1.59% | 4.90% | 5.82% | 2.31% | 0.00% | 0.00% | 0.00% |
Drawdowns
PJEZX vs. FIKMX - Drawdown Comparison
The maximum PJEZX drawdown since its inception was -43.43%, which is greater than FIKMX's maximum drawdown of -34.49%. Use the drawdown chart below to compare losses from any high point for PJEZX and FIKMX.
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Drawdown Indicators
| PJEZX | FIKMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.43% | -34.49% | -8.94% |
Max Drawdown (1Y)Largest decline over 1 year | -13.12% | -4.35% | -8.77% |
Max Drawdown (5Y)Largest decline over 5 years | -34.60% | -18.04% | -16.56% |
Max Drawdown (10Y)Largest decline over 10 years | -43.43% | — | — |
Current DrawdownCurrent decline from peak | -7.15% | -3.12% | -4.03% |
Average DrawdownAverage peak-to-trough decline | -8.19% | -5.26% | -2.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 1.02% | +2.01% |
Volatility
PJEZX vs. FIKMX - Volatility Comparison
PGIM US Real Estate Fund (PJEZX) has a higher volatility of 4.73% compared to Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) at 1.57%. This indicates that PJEZX's price experiences larger fluctuations and is considered to be riskier than FIKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PJEZX | FIKMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.73% | 1.57% | +3.16% |
Volatility (6M)Calculated over the trailing 6-month period | 9.36% | 2.88% | +6.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.02% | 4.95% | +12.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.92% | 6.52% | +12.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.14% | 10.69% | +10.45% |