PRKZX vs. GRIFX
Compare and contrast key facts about PGIM Real Estate Income Fund (PRKZX) and Apollo Diversified Real Estate Fund Class I (GRIFX).
PRKZX is managed by PGIM. It was launched on Jun 3, 2015. GRIFX is an actively managed fund by Apollo. It was launched on Jun 30, 2014.
Performance
PRKZX vs. GRIFX - Performance Comparison
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PRKZX vs. GRIFX - 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% |
GRIFX Apollo Diversified Real Estate Fund Class I | 1.48% | 1.14% | 3.78% | -3.05% | -1.17% | 22.08% | -2.69% | 8.38% | 4.97% | 6.73% |
Returns By Period
In the year-to-date period, PRKZX achieves a 0.93% return, which is significantly lower than GRIFX's 1.48% return. Over the past 10 years, PRKZX has outperformed GRIFX with an annualized return of 5.25%, while GRIFX has yielded a comparatively lower 4.44% annualized return.
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%
GRIFX
- 1D
- 0.12%
- 1M
- -1.43%
- YTD
- 1.48%
- 6M
- 1.19%
- 1Y
- 2.70%
- 3Y*
- 1.42%
- 5Y*
- 3.78%
- 10Y*
- 4.44%
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PRKZX vs. GRIFX - Expense Ratio Comparison
PRKZX has a 1.38% expense ratio, which is lower than GRIFX's 2.23% expense ratio.
Return for Risk
PRKZX vs. GRIFX — Risk / Return Rank
PRKZX
GRIFX
PRKZX vs. GRIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Real Estate Income Fund (PRKZX) and Apollo Diversified Real Estate Fund Class I (GRIFX). 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 | GRIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 0.64 | -0.17 |
Sortino ratioReturn per unit of downside risk | 0.73 | 0.93 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.13 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.58 | 0.74 | -0.16 |
Martin ratioReturn relative to average drawdown | 1.84 | 3.24 | -1.40 |
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 | GRIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 0.64 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.68 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.96 | -0.66 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 1.01 | -0.68 |
Correlation
The correlation between PRKZX and GRIFX is 0.82, 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. GRIFX - Dividend Comparison
PRKZX's dividend yield for the trailing twelve months is around 7.28%, more than GRIFX's 5.30% 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% |
GRIFX Apollo Diversified Real Estate Fund Class I | 5.30% | 5.37% | 5.27% | 5.46% | 4.14% | 3.67% | 5.26% | 5.27% | 5.29% | 5.22% | 5.27% | 2.62% |
Drawdowns
PRKZX vs. GRIFX - Drawdown Comparison
The maximum PRKZX drawdown since its inception was -46.95%, which is greater than GRIFX's maximum drawdown of -14.29%. Use the drawdown chart below to compare losses from any high point for PRKZX and GRIFX.
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Drawdown Indicators
| PRKZX | GRIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.95% | -14.29% | -32.66% |
Max Drawdown (1Y)Largest decline over 1 year | -10.11% | -3.61% | -6.50% |
Max Drawdown (5Y)Largest decline over 5 years | -25.96% | -14.29% | -11.67% |
Max Drawdown (10Y)Largest decline over 10 years | -46.95% | -14.29% | -32.66% |
Current DrawdownCurrent decline from peak | -7.88% | -4.25% | -3.63% |
Average DrawdownAverage peak-to-trough decline | -7.61% | -3.38% | -4.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 0.82% | +2.36% |
Volatility
PRKZX vs. GRIFX - Volatility Comparison
PGIM Real Estate Income Fund (PRKZX) has a higher volatility of 4.38% compared to Apollo Diversified Real Estate Fund Class I (GRIFX) at 0.83%. This indicates that PRKZX's price experiences larger fluctuations and is considered to be riskier than GRIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRKZX | GRIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.38% | 0.83% | +3.55% |
Volatility (6M)Calculated over the trailing 6-month period | 7.60% | 2.47% | +5.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.11% | 4.59% | +8.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.44% | 5.56% | +8.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.15% | 4.62% | +12.53% |