PURZX vs. VGSLX
Compare and contrast key facts about PGIM Global Real Estate Fund (PURZX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX).
PURZX is managed by PGIM Investments. It was launched on May 4, 1998. VGSLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PURZX or VGSLX.
Correlation
The correlation between PURZX and VGSLX is 0.68, 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.
Performance
PURZX vs. VGSLX - Performance Comparison
Key characteristics
PURZX:
0.79
VGSLX:
0.94
PURZX:
1.17
VGSLX:
1.35
PURZX:
1.16
VGSLX:
1.18
PURZX:
0.40
VGSLX:
0.70
PURZX:
2.01
VGSLX:
3.11
PURZX:
6.34%
VGSLX:
5.44%
PURZX:
15.97%
VGSLX:
18.09%
PURZX:
-74.04%
VGSLX:
-74.07%
PURZX:
-22.51%
VGSLX:
-12.18%
Returns By Period
In the year-to-date period, PURZX achieves a 2.94% return, which is significantly higher than VGSLX's 1.45% return. Over the past 10 years, PURZX has underperformed VGSLX with an annualized return of 0.36%, while VGSLX has yielded a comparatively higher 5.21% annualized return.
PURZX
2.94%
8.67%
-2.05%
9.86%
3.61%
0.36%
VGSLX
1.45%
6.28%
-3.04%
14.56%
8.49%
5.21%
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PURZX vs. VGSLX - Expense Ratio Comparison
PURZX has a 0.93% expense ratio, which is higher than VGSLX's 0.12% expense ratio.
Risk-Adjusted Performance
PURZX vs. VGSLX — Risk-Adjusted Performance Rank
PURZX
VGSLX
PURZX vs. VGSLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Global Real Estate Fund (PURZX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX). 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.
Dividends
PURZX vs. VGSLX - Dividend Comparison
PURZX's dividend yield for the trailing twelve months is around 2.59%, less than VGSLX's 4.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PURZX PGIM Global Real Estate Fund | 2.59% | 2.68% | 2.27% | 2.22% | 16.92% | 1.71% | 17.08% | 4.89% | 4.84% | 4.67% | 3.45% | 2.92% |
VGSLX Vanguard Real Estate Index Fund Admiral Shares | 4.06% | 3.85% | 3.96% | 3.91% | 2.56% | 3.92% | 3.39% | 4.73% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
PURZX vs. VGSLX - Drawdown Comparison
The maximum PURZX drawdown since its inception was -74.04%, roughly equal to the maximum VGSLX drawdown of -74.07%. Use the drawdown chart below to compare losses from any high point for PURZX and VGSLX. For additional features, visit the drawdowns tool.
Volatility
PURZX vs. VGSLX - Volatility Comparison
The current volatility for PGIM Global Real Estate Fund (PURZX) is 9.06%, while Vanguard Real Estate Index Fund Admiral Shares (VGSLX) has a volatility of 9.91%. This indicates that PURZX experiences smaller price fluctuations and is considered to be less risky than VGSLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.