PUDZX vs. GWPAX
Compare and contrast key facts about PGIM Real Assets Fund (PUDZX) and American Funds Growth Portfolio Class A (GWPAX).
PUDZX is managed by PGIM. It was launched on Dec 29, 2010. GWPAX is managed by American Funds. It was launched on May 18, 2012.
Performance
PUDZX vs. GWPAX - Performance Comparison
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PUDZX vs. GWPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PUDZX PGIM Real Assets Fund | 9.23% | 13.40% | 8.61% | 3.26% | -2.76% | 18.49% | 4.84% | 16.29% | -9.20% | 6.22% |
GWPAX American Funds Growth Portfolio Class A | -8.70% | 20.47% | 20.17% | 28.76% | -26.97% | 18.59% | 25.34% | 27.19% | -6.59% | 25.12% |
Returns By Period
In the year-to-date period, PUDZX achieves a 9.23% return, which is significantly higher than GWPAX's -8.70% return. Over the past 10 years, PUDZX has underperformed GWPAX with an annualized return of 6.92%, while GWPAX has yielded a comparatively higher 11.50% annualized return.
PUDZX
- 1D
- 0.29%
- 1M
- -1.98%
- YTD
- 9.23%
- 6M
- 11.45%
- 1Y
- 18.68%
- 3Y*
- 11.54%
- 5Y*
- 9.22%
- 10Y*
- 6.92%
GWPAX
- 1D
- -0.64%
- 1M
- -10.22%
- YTD
- -8.70%
- 6M
- -5.91%
- 1Y
- 15.91%
- 3Y*
- 16.02%
- 5Y*
- 7.28%
- 10Y*
- 11.50%
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PUDZX vs. GWPAX - Expense Ratio Comparison
PUDZX has a 0.25% expense ratio, which is lower than GWPAX's 0.73% expense ratio.
Return for Risk
PUDZX vs. GWPAX — Risk / Return Rank
PUDZX
GWPAX
PUDZX vs. GWPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Real Assets Fund (PUDZX) and American Funds Growth Portfolio Class A (GWPAX). 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.
| PUDZX | GWPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.98 | 0.84 | +1.14 |
Sortino ratioReturn per unit of downside risk | 2.57 | 1.31 | +1.26 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.19 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 2.35 | 1.11 | +1.25 |
Martin ratioReturn relative to average drawdown | 13.15 | 4.56 | +8.59 |
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
| PUDZX | GWPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.98 | 0.84 | +1.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.88 | 0.40 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.64 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.66 | -0.15 |
Correlation
The correlation between PUDZX and GWPAX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PUDZX vs. GWPAX - Dividend Comparison
PUDZX's dividend yield for the trailing twelve months is around 8.17%, more than GWPAX's 6.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PUDZX PGIM Real Assets Fund | 8.17% | 8.93% | 6.67% | 3.66% | 9.10% | 13.00% | 4.94% | 3.40% | 2.14% | 2.10% | 1.39% | 1.72% |
GWPAX American Funds Growth Portfolio Class A | 6.30% | 5.75% | 5.83% | 1.61% | 9.94% | 3.42% | 3.42% | 5.77% | 6.19% | 3.39% | 4.36% | 4.84% |
Drawdowns
PUDZX vs. GWPAX - Drawdown Comparison
The maximum PUDZX drawdown since its inception was -21.53%, smaller than the maximum GWPAX drawdown of -34.15%. Use the drawdown chart below to compare losses from any high point for PUDZX and GWPAX.
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Drawdown Indicators
| PUDZX | GWPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.53% | -34.15% | +12.62% |
Max Drawdown (1Y)Largest decline over 1 year | -8.20% | -11.78% | +3.58% |
Max Drawdown (5Y)Largest decline over 5 years | -17.98% | -34.15% | +16.17% |
Max Drawdown (10Y)Largest decline over 10 years | -21.53% | -34.15% | +12.62% |
Current DrawdownCurrent decline from peak | -2.44% | -11.78% | +9.34% |
Average DrawdownAverage peak-to-trough decline | -5.31% | -5.77% | +0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.47% | 2.86% | -1.39% |
Volatility
PUDZX vs. GWPAX - Volatility Comparison
The current volatility for PGIM Real Assets Fund (PUDZX) is 2.60%, while American Funds Growth Portfolio Class A (GWPAX) has a volatility of 5.38%. This indicates that PUDZX experiences smaller price fluctuations and is considered to be less risky than GWPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PUDZX | GWPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.60% | 5.38% | -2.78% |
Volatility (6M)Calculated over the trailing 6-month period | 6.24% | 10.77% | -4.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.70% | 18.63% | -8.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.58% | 18.11% | -7.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.70% | 17.92% | -8.22% |