PURZX vs. PWJZX
Compare and contrast key facts about PGIM Global Real Estate Fund (PURZX) and PGIM Jennison International Opportunities Fund (PWJZX).
PURZX is managed by PGIM. It was launched on May 4, 1998. PWJZX is managed by PGIM. It was launched on Jun 4, 2012.
Performance
PURZX vs. PWJZX - Performance Comparison
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PURZX vs. PWJZX - 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% |
PWJZX PGIM Jennison International Opportunities Fund | -8.80% | 14.53% | 6.84% | 20.25% | -36.95% | 13.27% | 55.57% | 38.16% | -12.93% | 49.58% |
Returns By Period
In the year-to-date period, PURZX achieves a 3.07% return, which is significantly higher than PWJZX's -8.80% return. Over the past 10 years, PURZX has underperformed PWJZX with an annualized return of 3.71%, while PWJZX has yielded a comparatively higher 9.91% 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%
PWJZX
- 1D
- 4.71%
- 1M
- -9.69%
- YTD
- -8.80%
- 6M
- -12.62%
- 1Y
- 4.31%
- 3Y*
- 5.25%
- 5Y*
- -1.04%
- 10Y*
- 9.91%
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PURZX vs. PWJZX - Expense Ratio Comparison
PURZX has a 0.93% expense ratio, which is higher than PWJZX's 0.90% expense ratio.
Return for Risk
PURZX vs. PWJZX — Risk / Return Rank
PURZX
PWJZX
PURZX vs. PWJZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Global Real Estate Fund (PURZX) and PGIM Jennison International Opportunities Fund (PWJZX). 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 | PWJZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 0.20 | +0.59 |
Sortino ratioReturn per unit of downside risk | 1.16 | 0.44 | +0.72 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.06 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 0.19 | +0.88 |
Martin ratioReturn relative to average drawdown | 4.25 | 0.72 | +3.53 |
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 | PWJZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 0.20 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | -0.05 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | 0.48 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.41 | -0.04 |
Correlation
The correlation between PURZX and PWJZX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PURZX vs. PWJZX - Dividend Comparison
PURZX's dividend yield for the trailing twelve months is around 2.77%, more than PWJZX's 0.20% 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% |
PWJZX PGIM Jennison International Opportunities Fund | 0.20% | 0.19% | 0.07% | 0.09% | 0.00% | 0.09% | 0.00% | 0.00% | 0.06% | 0.17% | 0.24% | 0.00% |
Drawdowns
PURZX vs. PWJZX - Drawdown Comparison
The maximum PURZX drawdown since its inception was -69.49%, which is greater than PWJZX's maximum drawdown of -48.22%. Use the drawdown chart below to compare losses from any high point for PURZX and PWJZX.
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Drawdown Indicators
| PURZX | PWJZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.49% | -48.22% | -21.27% |
Max Drawdown (1Y)Largest decline over 1 year | -11.12% | -18.08% | +6.96% |
Max Drawdown (5Y)Largest decline over 5 years | -34.80% | -48.22% | +13.42% |
Max Drawdown (10Y)Largest decline over 10 years | -41.05% | -48.22% | +7.17% |
Current DrawdownCurrent decline from peak | -8.43% | -21.88% | +13.45% |
Average DrawdownAverage peak-to-trough decline | -12.04% | -13.07% | +1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 4.73% | -1.93% |
Volatility
PURZX vs. PWJZX - Volatility Comparison
The current volatility for PGIM Global Real Estate Fund (PURZX) is 4.95%, while PGIM Jennison International Opportunities Fund (PWJZX) has a volatility of 11.45%. This indicates that PURZX experiences smaller price fluctuations and is considered to be less risky than PWJZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PURZX | PWJZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.95% | 11.45% | -6.50% |
Volatility (6M)Calculated over the trailing 6-month period | 8.46% | 16.00% | -7.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.65% | 21.69% | -7.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.30% | 21.78% | -5.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.24% | 20.68% | -3.44% |