VGRLX vs. PURZX
Compare and contrast key facts about Vanguard Global ex-U.S. Real Estate Index Fund Admiral Shares (VGRLX) and PGIM Global Real Estate Fund (PURZX).
VGRLX is managed by Vanguard. It was launched on Feb 10, 2011. PURZX is managed by PGIM. It was launched on May 4, 1998.
Performance
VGRLX vs. PURZX - Performance Comparison
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VGRLX vs. PURZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VGRLX Vanguard Global ex-U.S. Real Estate Index Fund Admiral Shares | -5.49% | 22.00% | -2.42% | 6.19% | -22.36% | 5.65% | -6.91% | 21.44% | -9.55% | 26.53% |
PURZX PGIM Global Real Estate Fund | 1.31% | 9.22% | 3.64% | 11.24% | -26.73% | 27.91% | -4.39% | 20.60% | -5.32% | 10.36% |
Returns By Period
In the year-to-date period, VGRLX achieves a -5.49% return, which is significantly lower than PURZX's 1.31% return. Over the past 10 years, VGRLX has underperformed PURZX with an annualized return of 2.23%, while PURZX has yielded a comparatively higher 3.53% annualized return.
VGRLX
- 1D
- -0.27%
- 1M
- -14.35%
- YTD
- -5.49%
- 6M
- -4.74%
- 1Y
- 12.39%
- 3Y*
- 6.84%
- 5Y*
- -0.92%
- 10Y*
- 2.23%
PURZX
- 1D
- 0.19%
- 1M
- -9.99%
- YTD
- 1.31%
- 6M
- 0.33%
- 1Y
- 9.64%
- 3Y*
- 7.59%
- 5Y*
- 2.51%
- 10Y*
- 3.53%
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VGRLX vs. PURZX - Expense Ratio Comparison
VGRLX has a 0.12% expense ratio, which is lower than PURZX's 0.93% expense ratio.
Return for Risk
VGRLX vs. PURZX — Risk / Return Rank
VGRLX
PURZX
VGRLX vs. PURZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Global ex-U.S. Real Estate Index Fund Admiral Shares (VGRLX) and PGIM Global Real Estate Fund (PURZX). 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.
| VGRLX | PURZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.69 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.02 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.14 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.77 | 0.89 | -0.12 |
Martin ratioReturn relative to average drawdown | 3.54 | 3.59 | -0.05 |
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
| VGRLX | PURZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.69 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.15 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.15 | 0.21 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.36 | -0.16 |
Correlation
The correlation between VGRLX and PURZX is 0.79, 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
VGRLX vs. PURZX - Dividend Comparison
VGRLX's dividend yield for the trailing twelve months is around 4.97%, more than PURZX's 2.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGRLX Vanguard Global ex-U.S. Real Estate Index Fund Admiral Shares | 4.97% | 4.69% | 5.17% | 3.74% | 0.56% | 6.49% | 0.92% | 7.76% | 4.62% | 3.86% | 5.17% | 2.84% |
PURZX PGIM Global Real Estate Fund | 2.82% | 2.85% | 2.68% | 2.27% | 2.22% | 16.92% | 1.71% | 10.18% | 4.22% | 3.93% | 4.67% | 3.45% |
Drawdowns
VGRLX vs. PURZX - Drawdown Comparison
The maximum VGRLX drawdown since its inception was -38.77%, smaller than the maximum PURZX drawdown of -69.49%. Use the drawdown chart below to compare losses from any high point for VGRLX and PURZX.
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Drawdown Indicators
| VGRLX | PURZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.77% | -69.49% | +30.72% |
Max Drawdown (1Y)Largest decline over 1 year | -14.35% | -11.12% | -3.23% |
Max Drawdown (5Y)Largest decline over 5 years | -35.54% | -34.80% | -0.74% |
Max Drawdown (10Y)Largest decline over 10 years | -38.77% | -41.05% | +2.28% |
Current DrawdownCurrent decline from peak | -14.35% | -9.99% | -4.36% |
Average DrawdownAverage peak-to-trough decline | -10.89% | -12.04% | +1.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 2.74% | +0.38% |
Volatility
VGRLX vs. PURZX - Volatility Comparison
Vanguard Global ex-U.S. Real Estate Index Fund Admiral Shares (VGRLX) has a higher volatility of 5.00% compared to PGIM Global Real Estate Fund (PURZX) at 4.43%. This indicates that VGRLX's price experiences larger fluctuations and is considered to be riskier than PURZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VGRLX | PURZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.00% | 4.43% | +0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 8.32% | 8.28% | +0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.20% | 14.58% | -2.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.77% | 16.28% | -2.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.67% | 17.23% | -2.56% |