PURZX vs. FARCX
Compare and contrast key facts about PGIM Global Real Estate Fund (PURZX) and Nuveen Real Estate Securities Fund (FARCX).
PURZX is managed by PGIM Investments. It was launched on May 4, 1998. FARCX is managed by Nuveen. It was launched on Jun 30, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PURZX or FARCX.
Correlation
The correlation between PURZX and FARCX is 0.66, 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.
Performance
PURZX vs. FARCX - Performance Comparison
Key characteristics
PURZX:
0.79
FARCX:
0.58
PURZX:
1.17
FARCX:
0.89
PURZX:
1.16
FARCX:
1.12
PURZX:
0.40
FARCX:
0.26
PURZX:
2.01
FARCX:
1.35
PURZX:
6.34%
FARCX:
7.91%
PURZX:
15.97%
FARCX:
18.25%
PURZX:
-74.04%
FARCX:
-74.49%
PURZX:
-22.51%
FARCX:
-33.85%
Returns By Period
In the year-to-date period, PURZX achieves a 2.94% return, which is significantly higher than FARCX's 0.30% return. Over the past 10 years, PURZX has outperformed FARCX with an annualized return of 0.36%, while FARCX has yielded a comparatively lower -1.96% annualized return.
PURZX
2.94%
8.67%
-2.05%
9.86%
3.61%
0.36%
FARCX
0.30%
6.21%
-8.08%
8.31%
1.11%
-1.96%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PURZX vs. FARCX - Expense Ratio Comparison
PURZX has a 0.93% expense ratio, which is lower than FARCX's 0.97% expense ratio.
Risk-Adjusted Performance
PURZX vs. FARCX — Risk-Adjusted Performance Rank
PURZX
FARCX
PURZX vs. FARCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Global Real Estate Fund (PURZX) and Nuveen Real Estate Securities Fund (FARCX). 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.
Dividends
PURZX vs. FARCX - Dividend Comparison
PURZX's dividend yield for the trailing twelve months is around 2.59%, less than FARCX's 3.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PURZX PGIM Global Real Estate Fund | 2.59% | 2.68% | 2.27% | 2.22% | 16.92% | 1.71% | 17.08% | 4.89% | 4.84% | 4.67% | 3.45% | 2.92% |
FARCX Nuveen Real Estate Securities Fund | 3.61% | 3.67% | 3.10% | 3.25% | 1.88% | 2.06% | 2.50% | 2.72% | 2.90% | 3.44% | 2.95% | 2.64% |
Drawdowns
PURZX vs. FARCX - Drawdown Comparison
The maximum PURZX drawdown since its inception was -74.04%, roughly equal to the maximum FARCX drawdown of -74.49%. Use the drawdown chart below to compare losses from any high point for PURZX and FARCX. For additional features, visit the drawdowns tool.
Volatility
PURZX vs. FARCX - Volatility Comparison
The current volatility for PGIM Global Real Estate Fund (PURZX) is 9.06%, while Nuveen Real Estate Securities Fund (FARCX) has a volatility of 9.86%. This indicates that PURZX experiences smaller price fluctuations and is considered to be less risky than FARCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.