PURZX vs. FIKMX
Compare and contrast key facts about PGIM Global Real Estate Fund (PURZX) and Fidelity Advisor Real Estate Income Fund Class Z (FIKMX).
PURZX is managed by PGIM. It was launched on May 4, 1998. FIKMX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
PURZX vs. FIKMX - Performance Comparison
Loading graphics...
PURZX vs. FIKMX - 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% |
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 0.41% | 7.29% | 8.03% | 9.51% | -14.48% | 19.04% | -0.98% | 18.04% | -1.71% |
Returns By Period
In the year-to-date period, PURZX achieves a 3.07% return, which is significantly higher than FIKMX's 0.41% 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%
FIKMX
- 1D
- 0.41%
- 1M
- -2.56%
- YTD
- 0.41%
- 6M
- 1.22%
- 1Y
- 4.81%
- 3Y*
- 7.65%
- 5Y*
- 3.93%
- 10Y*
- —
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. FIKMX - Expense Ratio Comparison
PURZX has a 0.93% expense ratio, which is higher than FIKMX's 0.59% expense ratio.
Return for Risk
PURZX vs. FIKMX — Risk / Return Rank
PURZX
FIKMX
PURZX vs. FIKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Global Real Estate Fund (PURZX) and Fidelity Advisor Real Estate Income Fund Class Z (FIKMX). 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 | FIKMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 0.99 | -0.20 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.32 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.19 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.17 | -0.10 |
Martin ratioReturn relative to average drawdown | 4.25 | 4.90 | -0.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PURZX | FIKMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 0.99 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.61 | -0.45 |
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 | 0.52 | -0.16 |
Correlation
The correlation between PURZX and FIKMX is 0.88, 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. FIKMX - Dividend Comparison
PURZX's dividend yield for the trailing twelve months is around 2.77%, less than FIKMX's 4.78% 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% |
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 4.78% | 4.80% | 4.81% | 5.15% | 6.24% | 1.59% | 4.90% | 5.82% | 2.31% | 0.00% | 0.00% | 0.00% |
Drawdowns
PURZX vs. FIKMX - Drawdown Comparison
The maximum PURZX drawdown since its inception was -69.49%, which is greater than FIKMX's maximum drawdown of -34.49%. Use the drawdown chart below to compare losses from any high point for PURZX and FIKMX.
Loading graphics...
Drawdown Indicators
| PURZX | FIKMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.49% | -34.49% | -35.00% |
Max Drawdown (1Y)Largest decline over 1 year | -11.12% | -4.35% | -6.77% |
Max Drawdown (5Y)Largest decline over 5 years | -34.80% | -18.04% | -16.76% |
Max Drawdown (10Y)Largest decline over 10 years | -41.05% | — | — |
Current DrawdownCurrent decline from peak | -8.43% | -2.72% | -5.71% |
Average DrawdownAverage peak-to-trough decline | -12.04% | -5.26% | -6.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 1.04% | +1.76% |
Volatility
PURZX vs. FIKMX - Volatility Comparison
PGIM Global Real Estate Fund (PURZX) has a higher volatility of 4.95% compared to Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) at 1.67%. This indicates that PURZX's price experiences larger fluctuations and is considered to be riskier than FIKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PURZX | FIKMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.95% | 1.67% | +3.28% |
Volatility (6M)Calculated over the trailing 6-month period | 8.46% | 2.90% | +5.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.65% | 4.96% | +9.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.30% | 6.52% | +9.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.24% | 10.69% | +6.55% |