WHGIX vs. PUDZX
Compare and contrast key facts about Westwood Income Opportunity Fund (WHGIX) and PGIM Real Assets Fund (PUDZX).
WHGIX is managed by Westwood. It was launched on Dec 18, 2005. PUDZX is managed by PGIM. It was launched on Dec 29, 2010.
Performance
WHGIX vs. PUDZX - Performance Comparison
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WHGIX vs. PUDZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WHGIX Westwood Income Opportunity Fund | -1.27% | 11.90% | 9.10% | 9.91% | -12.80% | 8.50% | 10.84% | 17.71% | -4.89% | 10.96% |
PUDZX PGIM Real Assets Fund | 9.23% | 13.40% | 8.61% | 3.26% | -2.76% | 18.49% | 4.84% | 16.29% | -9.20% | 6.22% |
Returns By Period
In the year-to-date period, WHGIX achieves a -1.27% return, which is significantly lower than PUDZX's 9.23% return. Over the past 10 years, WHGIX has underperformed PUDZX with an annualized return of 6.03%, while PUDZX has yielded a comparatively higher 6.92% annualized return.
WHGIX
- 1D
- -0.15%
- 1M
- -4.71%
- YTD
- -1.27%
- 6M
- 1.24%
- 1Y
- 10.02%
- 3Y*
- 8.84%
- 5Y*
- 4.06%
- 10Y*
- 6.03%
PUDZX
- 1D
- 0.29%
- 1M
- -1.98%
- YTD
- 9.23%
- 6M
- 11.45%
- 1Y
- 18.68%
- 3Y*
- 11.54%
- 5Y*
- 9.22%
- 10Y*
- 6.92%
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WHGIX vs. PUDZX - Expense Ratio Comparison
WHGIX has a 0.81% expense ratio, which is higher than PUDZX's 0.25% expense ratio.
Return for Risk
WHGIX vs. PUDZX — Risk / Return Rank
WHGIX
PUDZX
WHGIX vs. PUDZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Westwood Income Opportunity Fund (WHGIX) and PGIM Real Assets Fund (PUDZX). 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.
| WHGIX | PUDZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 1.98 | -0.80 |
Sortino ratioReturn per unit of downside risk | 1.54 | 2.57 | -1.03 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.40 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 2.35 | -0.92 |
Martin ratioReturn relative to average drawdown | 6.33 | 13.15 | -6.82 |
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
| WHGIX | PUDZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 1.98 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.88 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.72 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.52 | +0.24 |
Correlation
The correlation between WHGIX and PUDZX is 0.70, 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
WHGIX vs. PUDZX - Dividend Comparison
WHGIX's dividend yield for the trailing twelve months is around 3.02%, less than PUDZX's 8.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WHGIX Westwood Income Opportunity Fund | 3.02% | 3.28% | 4.33% | 3.49% | 3.03% | 10.97% | 7.83% | 29.20% | 6.78% | 3.45% | 1.04% | 1.58% |
PUDZX PGIM Real Assets Fund | 8.17% | 8.93% | 6.67% | 3.66% | 9.10% | 13.00% | 4.94% | 3.40% | 2.14% | 2.10% | 1.39% | 1.72% |
Drawdowns
WHGIX vs. PUDZX - Drawdown Comparison
The maximum WHGIX drawdown since its inception was -24.14%, which is greater than PUDZX's maximum drawdown of -21.53%. Use the drawdown chart below to compare losses from any high point for WHGIX and PUDZX.
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Drawdown Indicators
| WHGIX | PUDZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.14% | -21.53% | -2.61% |
Max Drawdown (1Y)Largest decline over 1 year | -7.27% | -8.20% | +0.93% |
Max Drawdown (5Y)Largest decline over 5 years | -19.20% | -17.98% | -1.22% |
Max Drawdown (10Y)Largest decline over 10 years | -24.14% | -21.53% | -2.61% |
Current DrawdownCurrent decline from peak | -4.90% | -2.44% | -2.46% |
Average DrawdownAverage peak-to-trough decline | -3.13% | -5.31% | +2.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.64% | 1.47% | +0.17% |
Volatility
WHGIX vs. PUDZX - Volatility Comparison
Westwood Income Opportunity Fund (WHGIX) and PGIM Real Assets Fund (PUDZX) have volatilities of 2.71% and 2.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WHGIX | PUDZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.71% | 2.60% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 4.89% | 6.24% | -1.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.87% | 9.70% | -0.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.31% | 10.58% | -2.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.90% | 9.70% | -0.80% |