SREZX vs. VGSNX
Compare and contrast key facts about PGIM Select Real Estate Fund (SREZX) and Vanguard Real Estate Index Fund Institutional Shares (VGSNX).
SREZX is managed by PGIM. It was launched on Jul 31, 2014. VGSNX is managed by Vanguard. It was launched on Dec 2, 2003.
Performance
SREZX vs. VGSNX - Performance Comparison
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SREZX vs. VGSNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SREZX PGIM Select Real Estate Fund | 2.06% | 7.31% | 6.58% | 13.02% | -26.16% | 28.83% | 3.63% | 30.87% | -4.12% | 10.38% |
VGSNX Vanguard Real Estate Index Fund Institutional Shares | -0.23% | 3.21% | 3.72% | 13.12% | -26.19% | 40.46% | -4.76% | 28.98% | -5.97% | 4.90% |
Returns By Period
In the year-to-date period, SREZX achieves a 2.06% return, which is significantly higher than VGSNX's -0.23% return. Over the past 10 years, SREZX has outperformed VGSNX with an annualized return of 6.32%, while VGSNX has yielded a comparatively lower 4.49% annualized return.
SREZX
- 1D
- 0.14%
- 1M
- -9.41%
- YTD
- 2.06%
- 6M
- 0.16%
- 1Y
- 9.86%
- 3Y*
- 8.56%
- 5Y*
- 3.56%
- 10Y*
- 6.32%
VGSNX
- 1D
- 0.37%
- 1M
- -7.74%
- YTD
- -0.23%
- 6M
- -2.62%
- 1Y
- 0.33%
- 3Y*
- 5.88%
- 5Y*
- 2.88%
- 10Y*
- 4.49%
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SREZX vs. VGSNX - Expense Ratio Comparison
SREZX has a 1.01% expense ratio, which is higher than VGSNX's 0.10% expense ratio.
Return for Risk
SREZX vs. VGSNX — Risk / Return Rank
SREZX
VGSNX
SREZX vs. VGSNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Select Real Estate Fund (SREZX) and Vanguard Real Estate Index Fund Institutional Shares (VGSNX). 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.
| SREZX | VGSNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.07 | +0.63 |
Sortino ratioReturn per unit of downside risk | 1.04 | 0.21 | +0.83 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.03 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 0.09 | +0.83 |
Martin ratioReturn relative to average drawdown | 3.58 | 0.35 | +3.23 |
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
| SREZX | VGSNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.07 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.15 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.22 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.26 | +0.10 |
Correlation
The correlation between SREZX and VGSNX is 0.91, 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
SREZX vs. VGSNX - Dividend Comparison
SREZX's dividend yield for the trailing twelve months is around 2.45%, less than VGSNX's 4.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SREZX PGIM Select Real Estate Fund | 2.45% | 2.50% | 2.55% | 2.81% | 1.59% | 4.54% | 2.12% | 3.41% | 4.58% | 1.36% | 4.15% | 6.11% |
VGSNX Vanguard Real Estate Index Fund Institutional Shares | 4.01% | 3.94% | 3.87% | 3.93% | 3.94% | 2.57% | 3.95% | 3.40% | 4.75% | 4.26% | 4.84% | 3.94% |
Drawdowns
SREZX vs. VGSNX - Drawdown Comparison
The maximum SREZX drawdown since its inception was -39.13%, smaller than the maximum VGSNX drawdown of -73.06%. Use the drawdown chart below to compare losses from any high point for SREZX and VGSNX.
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Drawdown Indicators
| SREZX | VGSNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.13% | -73.06% | +33.93% |
Max Drawdown (1Y)Largest decline over 1 year | -10.81% | -12.41% | +1.60% |
Max Drawdown (5Y)Largest decline over 5 years | -34.10% | -34.39% | +0.29% |
Max Drawdown (10Y)Largest decline over 10 years | -39.13% | -42.30% | +3.17% |
Current DrawdownCurrent decline from peak | -9.47% | -10.83% | +1.36% |
Average DrawdownAverage peak-to-trough decline | -7.86% | -13.37% | +5.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 3.16% | -0.38% |
Volatility
SREZX vs. VGSNX - Volatility Comparison
PGIM Select Real Estate Fund (SREZX) has a higher volatility of 4.65% compared to Vanguard Real Estate Index Fund Institutional Shares (VGSNX) at 4.16%. This indicates that SREZX's price experiences larger fluctuations and is considered to be riskier than VGSNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SREZX | VGSNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.65% | 4.16% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 8.52% | 9.14% | -0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.55% | 16.31% | -1.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.42% | 18.88% | -2.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.30% | 20.91% | -3.61% |