PURZX vs. FRIRX
Compare and contrast key facts about PGIM Global Real Estate Fund (PURZX) and Fidelity Advisor Real Estate Income Fund Class I (FRIRX).
PURZX is managed by PGIM. It was launched on May 4, 1998. FRIRX is managed by Fidelity.
Performance
PURZX vs. FRIRX - Performance Comparison
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PURZX vs. FRIRX - 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% |
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 0.41% | 7.10% | 7.89% | 9.36% | -14.59% | 18.98% | -1.08% | 17.89% | -1.81% | 6.23% |
Returns By Period
In the year-to-date period, PURZX achieves a 3.07% return, which is significantly higher than FRIRX's 0.41% return. Over the past 10 years, PURZX has underperformed FRIRX with an annualized return of 3.71%, while FRIRX has yielded a comparatively higher 5.31% annualized 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%
FRIRX
- 1D
- 0.41%
- 1M
- -2.56%
- YTD
- 0.41%
- 6M
- 1.15%
- 1Y
- 4.63%
- 3Y*
- 7.52%
- 5Y*
- 3.80%
- 10Y*
- 5.31%
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PURZX vs. FRIRX - Expense Ratio Comparison
PURZX has a 0.93% expense ratio, which is higher than FRIRX's 0.71% expense ratio.
Return for Risk
PURZX vs. FRIRX — Risk / Return Rank
PURZX
FRIRX
PURZX vs. FRIRX - 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 I (FRIRX). 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 | FRIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 0.98 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.30 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.19 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.14 | -0.07 |
Martin ratioReturn relative to average drawdown | 4.25 | 4.76 | -0.51 |
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 | FRIRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 0.98 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.59 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | 0.56 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.79 | -0.43 |
Correlation
The correlation between PURZX and FRIRX is 0.86, 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. FRIRX - Dividend Comparison
PURZX's dividend yield for the trailing twelve months is around 2.77%, less than FRIRX's 4.60% 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% |
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 4.60% | 4.62% | 4.68% | 5.01% | 6.08% | 1.48% | 4.80% | 5.70% | 5.10% | 4.43% | 5.05% | 3.69% |
Drawdowns
PURZX vs. FRIRX - Drawdown Comparison
The maximum PURZX drawdown since its inception was -69.49%, which is greater than FRIRX's maximum drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for PURZX and FRIRX.
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Drawdown Indicators
| PURZX | FRIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.49% | -34.50% | -34.99% |
Max Drawdown (1Y)Largest decline over 1 year | -11.12% | -4.30% | -6.82% |
Max Drawdown (5Y)Largest decline over 5 years | -34.80% | -18.18% | -16.62% |
Max Drawdown (10Y)Largest decline over 10 years | -41.05% | -34.50% | -6.55% |
Current DrawdownCurrent decline from peak | -8.43% | -2.71% | -5.72% |
Average DrawdownAverage peak-to-trough decline | -12.04% | -3.30% | -8.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 1.03% | +1.77% |
Volatility
PURZX vs. FRIRX - Volatility Comparison
PGIM Global Real Estate Fund (PURZX) has a higher volatility of 4.95% compared to Fidelity Advisor Real Estate Income Fund Class I (FRIRX) at 1.66%. This indicates that PURZX's price experiences larger fluctuations and is considered to be riskier than FRIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PURZX | FRIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.95% | 1.66% | +3.29% |
Volatility (6M)Calculated over the trailing 6-month period | 8.46% | 2.84% | +5.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.65% | 4.91% | +9.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.30% | 6.53% | +9.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.24% | 9.49% | +7.75% |