PURZX vs. FIKLX
Compare and contrast key facts about PGIM Global Real Estate Fund (PURZX) and Fidelity Advisor International Real Estate Fund Class Z (FIKLX).
PURZX is managed by PGIM. It was launched on May 4, 1998. FIKLX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
PURZX vs. FIKLX - Performance Comparison
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PURZX vs. FIKLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PURZX PGIM Global Real Estate Fund | 3.07% | 9.22% | 3.64% | 11.24% | -26.73% | 27.91% | -4.39% | 20.60% | -2.61% |
FIKLX Fidelity Advisor International Real Estate Fund Class Z | -3.24% | 22.93% | -9.39% | 4.32% | -26.54% | 12.03% | 5.85% | 28.22% | -2.29% |
Returns By Period
In the year-to-date period, PURZX achieves a 3.07% return, which is significantly higher than FIKLX's -3.24% return.
PURZX
- 1D
- 1.73%
- 1M
- -8.28%
- YTD
- 3.07%
- 6M
- 1.97%
- 1Y
- 11.08%
- 3Y*
- 8.20%
- 5Y*
- 2.54%
- 10Y*
- 3.71%
FIKLX
- 1D
- 1.91%
- 1M
- -10.33%
- YTD
- -3.24%
- 6M
- -1.00%
- 1Y
- 14.53%
- 3Y*
- 3.98%
- 5Y*
- -1.89%
- 10Y*
- —
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PURZX vs. FIKLX - Expense Ratio Comparison
PURZX has a 0.93% expense ratio, which is higher than FIKLX's 0.79% expense ratio.
Return for Risk
PURZX vs. FIKLX — Risk / Return Rank
PURZX
FIKLX
PURZX vs. FIKLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Global Real Estate Fund (PURZX) and Fidelity Advisor International Real Estate Fund Class Z (FIKLX). 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.
| PURZX | FIKLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 1.18 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.63 | -0.47 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.23 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.06 | +0.01 |
Martin ratioReturn relative to average drawdown | 4.25 | 4.48 | -0.23 |
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
| PURZX | FIKLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.18 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | -0.14 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.19 | +0.17 |
Correlation
The correlation between PURZX and FIKLX is 0.73, 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
PURZX vs. FIKLX - Dividend Comparison
PURZX's dividend yield for the trailing twelve months is around 2.77%, less than FIKLX's 3.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PURZX PGIM Global Real Estate Fund | 2.77% | 2.85% | 2.68% | 2.27% | 2.22% | 16.92% | 1.71% | 10.18% | 4.22% | 3.93% | 4.67% | 3.45% |
FIKLX Fidelity Advisor International Real Estate Fund Class Z | 3.20% | 3.10% | 5.24% | 2.12% | 4.60% | 5.63% | 1.94% | 5.41% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PURZX vs. FIKLX - Drawdown Comparison
The maximum PURZX drawdown since its inception was -69.49%, which is greater than FIKLX's maximum drawdown of -36.93%. Use the drawdown chart below to compare losses from any high point for PURZX and FIKLX.
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Drawdown Indicators
| PURZX | FIKLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.49% | -36.93% | -32.56% |
Max Drawdown (1Y)Largest decline over 1 year | -11.12% | -13.77% | +2.65% |
Max Drawdown (5Y)Largest decline over 5 years | -34.80% | -36.93% | +2.13% |
Max Drawdown (10Y)Largest decline over 10 years | -41.05% | — | — |
Current DrawdownCurrent decline from peak | -8.43% | -19.67% | +11.24% |
Average DrawdownAverage peak-to-trough decline | -12.04% | -15.69% | +3.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 3.24% | -0.44% |
Volatility
PURZX vs. FIKLX - Volatility Comparison
The current volatility for PGIM Global Real Estate Fund (PURZX) is 4.95%, while Fidelity Advisor International Real Estate Fund Class Z (FIKLX) has a volatility of 5.58%. This indicates that PURZX experiences smaller price fluctuations and is considered to be less risky than FIKLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PURZX | FIKLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.95% | 5.58% | -0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 8.46% | 8.82% | -0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.65% | 12.88% | +1.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.30% | 13.54% | +2.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.24% | 14.74% | +2.50% |