PRKZX vs. FRIRX
Compare and contrast key facts about PGIM Real Estate Income Fund (PRKZX) and Fidelity Advisor Real Estate Income Fund Class I (FRIRX).
PRKZX is managed by PGIM. It was launched on Jun 3, 2015. FRIRX is managed by Fidelity.
Performance
PRKZX vs. FRIRX - Performance Comparison
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PRKZX vs. FRIRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRKZX PGIM Real Estate Income Fund | 0.93% | 3.74% | 17.55% | 10.54% | -16.17% | 21.17% | -8.68% | 30.19% | -10.05% | 6.55% |
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 0.00% | 7.10% | 7.89% | 9.36% | -14.59% | 18.98% | -1.08% | 17.89% | -1.81% | 6.23% |
Returns By Period
Both investments have delivered pretty close results over the past 10 years, with PRKZX having a 5.25% annualized return and FRIRX not far ahead at 5.26%.
PRKZX
- 1D
- 0.42%
- 1M
- -7.29%
- YTD
- 0.93%
- 6M
- -2.48%
- 1Y
- 5.56%
- 3Y*
- 10.82%
- 5Y*
- 5.33%
- 10Y*
- 5.25%
FRIRX
- 1D
- 0.33%
- 1M
- -3.11%
- YTD
- 0.00%
- 6M
- 0.98%
- 1Y
- 4.37%
- 3Y*
- 7.38%
- 5Y*
- 3.90%
- 10Y*
- 5.26%
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PRKZX vs. FRIRX - Expense Ratio Comparison
PRKZX has a 1.38% expense ratio, which is higher than FRIRX's 0.71% expense ratio.
Return for Risk
PRKZX vs. FRIRX — Risk / Return Rank
PRKZX
FRIRX
PRKZX vs. FRIRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Real Estate Income Fund (PRKZX) 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.
| PRKZX | FRIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 0.91 | -0.44 |
Sortino ratioReturn per unit of downside risk | 0.73 | 1.21 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.18 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.58 | 1.10 | -0.52 |
Martin ratioReturn relative to average drawdown | 1.84 | 4.66 | -2.82 |
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
| PRKZX | FRIRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 0.91 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.60 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.56 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.78 | -0.46 |
Correlation
The correlation between PRKZX and FRIRX is 0.85, 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
PRKZX vs. FRIRX - Dividend Comparison
PRKZX's dividend yield for the trailing twelve months is around 7.28%, more than FRIRX's 4.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRKZX PGIM Real Estate Income Fund | 7.28% | 7.09% | 8.63% | 4.25% | 5.53% | 29.71% | 4.27% | 4.53% | 5.65% | 5.18% | 4.96% | 0.00% |
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 4.62% | 4.62% | 4.68% | 5.01% | 6.08% | 1.48% | 4.80% | 5.70% | 5.10% | 4.43% | 5.05% | 3.69% |
Drawdowns
PRKZX vs. FRIRX - Drawdown Comparison
The maximum PRKZX drawdown since its inception was -46.95%, which is greater than FRIRX's maximum drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for PRKZX and FRIRX.
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Drawdown Indicators
| PRKZX | FRIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.95% | -34.50% | -12.45% |
Max Drawdown (1Y)Largest decline over 1 year | -10.11% | -4.30% | -5.81% |
Max Drawdown (5Y)Largest decline over 5 years | -25.96% | -18.18% | -7.78% |
Max Drawdown (10Y)Largest decline over 10 years | -46.95% | -34.50% | -12.45% |
Current DrawdownCurrent decline from peak | -7.88% | -3.11% | -4.77% |
Average DrawdownAverage peak-to-trough decline | -7.61% | -3.30% | -4.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 1.01% | +2.17% |
Volatility
PRKZX vs. FRIRX - Volatility Comparison
PGIM Real Estate Income Fund (PRKZX) has a higher volatility of 4.38% compared to Fidelity Advisor Real Estate Income Fund Class I (FRIRX) at 1.57%. This indicates that PRKZX'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
| PRKZX | FRIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.38% | 1.57% | +2.81% |
Volatility (6M)Calculated over the trailing 6-month period | 7.60% | 2.81% | +4.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.11% | 4.91% | +8.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.44% | 6.53% | +7.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.15% | 9.49% | +7.66% |