PURZX vs. FIRIX
Compare and contrast key facts about PGIM Global Real Estate Fund (PURZX) and Fidelity Advisor International Real Estate Fund Class I (FIRIX).
PURZX is managed by PGIM. It was launched on May 4, 1998. FIRIX is managed by Fidelity. It was launched on Apr 4, 2007.
Performance
PURZX vs. FIRIX - Performance Comparison
Loading graphics...
PURZX vs. FIRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PURZX PGIM Global Real Estate Fund | 3.07% | 9.22% | 3.64% | 11.24% | -26.73% | 27.91% | -4.39% | 20.60% | -5.32% | 10.36% |
FIRIX Fidelity Advisor International Real Estate Fund Class I | -3.32% | 22.73% | -9.43% | 4.07% | -26.55% | 11.87% | 5.82% | 28.09% | -6.12% | 26.95% |
Returns By Period
In the year-to-date period, PURZX achieves a 3.07% return, which is significantly higher than FIRIX's -3.32% return. Both investments have delivered pretty close results over the past 10 years, with PURZX having a 3.71% annualized return and FIRIX not far ahead at 3.83%.
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%
FIRIX
- 1D
- 1.80%
- 1M
- -10.39%
- YTD
- -3.32%
- 6M
- -1.14%
- 1Y
- 14.38%
- 3Y*
- 3.84%
- 5Y*
- -2.01%
- 10Y*
- 3.83%
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. FIRIX - Expense Ratio Comparison
PURZX has a 0.93% expense ratio, which is higher than FIRIX's 0.92% expense ratio.
Return for Risk
PURZX vs. FIRIX — Risk / Return Rank
PURZX
FIRIX
PURZX vs. FIRIX - 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 I (FIRIX). 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 | FIRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 1.16 | -0.37 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.60 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.22 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.04 | +0.03 |
Martin ratioReturn relative to average drawdown | 4.25 | 4.42 | -0.17 |
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 | FIRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.16 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | -0.15 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | 0.28 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.13 | +0.23 |
Correlation
The correlation between PURZX and FIRIX is 0.76, 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. FIRIX - Dividend Comparison
PURZX's dividend yield for the trailing twelve months is around 2.77%, less than FIRIX's 3.09% 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% |
FIRIX Fidelity Advisor International Real Estate Fund Class I | 3.09% | 2.99% | 5.16% | 1.90% | 4.41% | 5.49% | 1.84% | 5.15% | 2.10% | 3.41% | 4.27% | 3.09% |
Drawdowns
PURZX vs. FIRIX - Drawdown Comparison
The maximum PURZX drawdown since its inception was -69.49%, roughly equal to the maximum FIRIX drawdown of -71.41%. Use the drawdown chart below to compare losses from any high point for PURZX and FIRIX.
Loading graphics...
Drawdown Indicators
| PURZX | FIRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.49% | -71.41% | +1.92% |
Max Drawdown (1Y)Largest decline over 1 year | -11.12% | -13.82% | +2.70% |
Max Drawdown (5Y)Largest decline over 5 years | -34.80% | -37.07% | +2.27% |
Max Drawdown (10Y)Largest decline over 10 years | -41.05% | -37.07% | -3.98% |
Current DrawdownCurrent decline from peak | -8.43% | -20.15% | +11.72% |
Average DrawdownAverage peak-to-trough decline | -12.04% | -20.00% | +7.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 3.26% | -0.46% |
Volatility
PURZX vs. FIRIX - Volatility Comparison
The current volatility for PGIM Global Real Estate Fund (PURZX) is 4.95%, while Fidelity Advisor International Real Estate Fund Class I (FIRIX) has a volatility of 5.58%. This indicates that PURZX experiences smaller price fluctuations and is considered to be less risky than FIRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PURZX | FIRIX | 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% | 8.88% | -0.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.65% | 13.01% | +1.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.30% | 13.57% | +2.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.24% | 13.68% | +3.56% |