PJEZX vs. FRIRX
Compare and contrast key facts about PGIM US Real Estate Fund (PJEZX) and Fidelity Advisor Real Estate Income Fund Class I (FRIRX).
PJEZX is managed by PGIM. It was launched on Dec 21, 2010. FRIRX is managed by Fidelity.
Performance
PJEZX vs. FRIRX - Performance Comparison
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PJEZX vs. FRIRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PJEZX PGIM US Real Estate Fund | 5.84% | 2.49% | 13.08% | 15.85% | -27.26% | 48.32% | -4.86% | 44.30% | -3.54% | 5.60% |
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 0.41% | 7.10% | 7.89% | 9.36% | -14.59% | 18.98% | -1.08% | 17.89% | -1.81% | 6.23% |
Returns By Period
In the year-to-date period, PJEZX achieves a 5.84% return, which is significantly higher than FRIRX's 0.41% return. Over the past 10 years, PJEZX has outperformed FRIRX with an annualized return of 8.14%, while FRIRX has yielded a comparatively lower 5.31% annualized return.
PJEZX
- 1D
- 1.61%
- 1M
- -5.65%
- YTD
- 5.84%
- 6M
- 3.63%
- 1Y
- 8.02%
- 3Y*
- 10.81%
- 5Y*
- 6.41%
- 10Y*
- 8.14%
FRIRX
- 1D
- 0.41%
- 1M
- -2.56%
- YTD
- 0.41%
- 6M
- 1.15%
- 1Y
- 4.63%
- 3Y*
- 7.52%
- 5Y*
- 3.80%
- 10Y*
- 5.31%
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PJEZX vs. FRIRX - Expense Ratio Comparison
PJEZX has a 1.00% expense ratio, which is higher than FRIRX's 0.71% expense ratio.
Return for Risk
PJEZX vs. FRIRX — Risk / Return Rank
PJEZX
FRIRX
PJEZX vs. FRIRX - 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 I (FRIRX). 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 | FRIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.48 | 0.98 | -0.50 |
Sortino ratioReturn per unit of downside risk | 0.76 | 1.30 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.19 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 1.14 | -0.44 |
Martin ratioReturn relative to average drawdown | 3.00 | 4.76 | -1.76 |
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 | FRIRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.48 | 0.98 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.59 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.56 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.79 | -0.33 |
Correlation
The correlation between PJEZX and FRIRX is 0.89, 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. FRIRX - Dividend Comparison
PJEZX's dividend yield for the trailing twelve months is around 1.89%, less than FRIRX's 4.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PJEZX PGIM US Real Estate Fund | 1.89% | 2.05% | 1.93% | 1.65% | 3.21% | 9.54% | 1.56% | 13.21% | 5.43% | 6.31% | 15.48% | 9.39% |
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 4.60% | 4.62% | 4.68% | 5.01% | 6.08% | 1.48% | 4.80% | 5.70% | 5.10% | 4.43% | 5.05% | 3.69% |
Drawdowns
PJEZX vs. FRIRX - Drawdown Comparison
The maximum PJEZX drawdown since its inception was -43.43%, which is greater than FRIRX's maximum drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for PJEZX and FRIRX.
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Drawdown Indicators
| PJEZX | FRIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.43% | -34.50% | -8.93% |
Max Drawdown (1Y)Largest decline over 1 year | -13.12% | -4.30% | -8.82% |
Max Drawdown (5Y)Largest decline over 5 years | -34.60% | -18.18% | -16.42% |
Max Drawdown (10Y)Largest decline over 10 years | -43.43% | -34.50% | -8.93% |
Current DrawdownCurrent decline from peak | -5.65% | -2.71% | -2.94% |
Average DrawdownAverage peak-to-trough decline | -8.19% | -3.30% | -4.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 1.03% | +2.02% |
Volatility
PJEZX vs. FRIRX - Volatility Comparison
PGIM US Real Estate Fund (PJEZX) has a higher volatility of 5.01% compared to Fidelity Advisor Real Estate Income Fund Class I (FRIRX) at 1.66%. This indicates that PJEZX's price experiences larger fluctuations and is considered to be riskier than FRIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PJEZX | FRIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 1.66% | +3.35% |
Volatility (6M)Calculated over the trailing 6-month period | 9.49% | 2.84% | +6.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.06% | 4.91% | +12.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.93% | 6.53% | +12.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.15% | 9.49% | +11.66% |