PURZX vs. PDBZX
Compare and contrast key facts about PGIM Global Real Estate Fund (PURZX) and PGIM Total Return Bond Fund Class Z (PDBZX).
PURZX is managed by PGIM. It was launched on May 4, 1998. PDBZX is managed by PGIM. It was launched on Jan 14, 1997.
Performance
PURZX vs. PDBZX - Performance Comparison
Loading graphics...
PURZX vs. PDBZX - 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% |
PDBZX PGIM Total Return Bond Fund Class Z | -0.28% | 7.70% | 2.87% | 7.70% | -14.33% | -1.46% | 8.01% | 14.76% | -0.72% | 6.60% |
Returns By Period
In the year-to-date period, PURZX achieves a 3.07% return, which is significantly higher than PDBZX's -0.28% return. Over the past 10 years, PURZX has outperformed PDBZX with an annualized return of 3.71%, while PDBZX has yielded a comparatively lower 2.95% 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%
PDBZX
- 1D
- 0.25%
- 1M
- -1.79%
- YTD
- -0.28%
- 6M
- 0.59%
- 1Y
- 4.16%
- 3Y*
- 4.88%
- 5Y*
- 0.96%
- 10Y*
- 2.95%
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. PDBZX - Expense Ratio Comparison
PURZX has a 0.93% expense ratio, which is higher than PDBZX's 0.49% expense ratio.
Return for Risk
PURZX vs. PDBZX — Risk / Return Rank
PURZX
PDBZX
PURZX vs. PDBZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Global Real Estate Fund (PURZX) and PGIM Total Return Bond Fund Class Z (PDBZX). 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 | PDBZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 0.99 | -0.20 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.41 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.18 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.63 | -0.57 |
Martin ratioReturn relative to average drawdown | 4.25 | 4.74 | -0.49 |
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 | PDBZX | 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 | 0.16 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | 0.55 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 1.09 | -0.73 |
Correlation
The correlation between PURZX and PDBZX is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PURZX vs. PDBZX - Dividend Comparison
PURZX's dividend yield for the trailing twelve months is around 2.77%, less than PDBZX's 4.18% 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% |
PDBZX PGIM Total Return Bond Fund Class Z | 4.18% | 4.54% | 4.79% | 4.60% | 5.73% | 2.73% | 2.94% | 10.36% | 4.01% | 2.87% | 3.92% | 3.33% |
Drawdowns
PURZX vs. PDBZX - Drawdown Comparison
The maximum PURZX drawdown since its inception was -69.49%, which is greater than PDBZX's maximum drawdown of -20.88%. Use the drawdown chart below to compare losses from any high point for PURZX and PDBZX.
Loading graphics...
Drawdown Indicators
| PURZX | PDBZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.49% | -20.88% | -48.61% |
Max Drawdown (1Y)Largest decline over 1 year | -11.12% | -3.06% | -8.06% |
Max Drawdown (5Y)Largest decline over 5 years | -34.80% | -20.81% | -13.99% |
Max Drawdown (10Y)Largest decline over 10 years | -41.05% | -20.88% | -20.17% |
Current DrawdownCurrent decline from peak | -8.43% | -2.27% | -6.16% |
Average DrawdownAverage peak-to-trough decline | -12.04% | -2.31% | -9.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 1.06% | +1.74% |
Volatility
PURZX vs. PDBZX - Volatility Comparison
PGIM Global Real Estate Fund (PURZX) has a higher volatility of 4.95% compared to PGIM Total Return Bond Fund Class Z (PDBZX) at 1.71%. This indicates that PURZX's price experiences larger fluctuations and is considered to be riskier than PDBZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PURZX | PDBZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.95% | 1.71% | +3.24% |
Volatility (6M)Calculated over the trailing 6-month period | 8.46% | 2.71% | +5.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.65% | 4.59% | +10.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.30% | 6.00% | +10.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.24% | 5.34% | +11.90% |