Prudential Competition

PJEZX Fund

USD 17.02 0.26 1.55%

Prudential Real Estate competes with Deutsche Global, Prudential Select, Amg Managers, Amg Managers, and Sterling Capital; as well as few others. The fund is listed under Real Estate category and is part of PGIM family. Analyzing Prudential competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Prudential to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Prudential Correlation with its peers.

Prudential vs Rems Real Correlation

Very poor diversification

The correlation between Prudential Real Estate and HLPPX is 0.89 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Prudential Real Estate and HLPPX in the same portfolio, assuming nothing else is changed.

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Hype

Prediction

Low	Estimated	High
16.30	17.02	17.74

Details

Intrinsic

Valuation

Low	Real	High
16.09	16.81	17.53

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Prudential. Your research has to be compared to or analyzed against Prudential's peers to derive any actionable benefits. When done correctly, Prudential's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Prudential Real Estate.

Prudential Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Prudential and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Prudential and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Prudential Real Estate does not affect the price movement of the other competitor.

	RRGAX	SREZX	MRESX	MRASX	STMDX	TGRYX	BRIIX	REIFX	BARDX	HLPPX
RRGAX		1.0	0.96	0.96	0.87	0.96	0.88	0.91	0.95	0.9	RRGAX
SREZX	1.0		0.97	0.97	0.85	0.96	0.88	0.91	0.93	0.92	SREZX
MRESX	0.96	0.97		1.0	0.82	0.91	0.89	0.8	0.86	0.9	MRESX
MRASX	0.96	0.97	1.0		0.82	0.91	0.89	0.81	0.87	0.91	MRASX
STMDX	0.87	0.85	0.82	0.82		0.9	0.87	0.84	0.93	0.83	STMDX
TGRYX	0.96	0.96	0.91	0.91	0.9		0.88	0.95	0.97	0.9	TGRYX
BRIIX	0.88	0.88	0.89	0.89	0.87	0.88		0.76	0.84	0.87	BRIIX
REIFX	0.91	0.91	0.8	0.81	0.84	0.95	0.76		0.96	0.85	REIFX
BARDX	0.95	0.93	0.86	0.87	0.93	0.97	0.84	0.96		0.85	BARDX
HLPPX	0.9	0.92	0.9	0.91	0.83	0.9	0.87	0.85	0.85		HLPPX
	RRGAX	SREZX	MRESX	MRASX	STMDX	TGRYX	BRIIX	REIFX	BARDX	HLPPX

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Risk-Adjusted Indicators

There is a big difference between Prudential Mutual Fund performing well and Prudential Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Prudential's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
RRGAX	0.44	0.11	0.10	0.40	0.30	(0.53)	1.16	(0.81)	2.80
SREZX	0.49	0.11	0.10	0.41	0.49	(0.54)	1.35	(0.78)	2.83
MRESX	0.60	0.09	0.06	0.33	0.67	(0.63)	1.47	(1.13)	3.11
MRASX	0.60	0.09	0.06	0.35	0.68	(0.63)	1.45	(1.13)	3.03
STMDX	0.60	0.12	0.11	0.35	0.52	(0.65)	1.50	(1.05)	5.33
TGRYX	0.56	0.08	0.06	0.20	0.65	(0.60)	1.13	(1.17)	3.83
BRIIX	0.53	0.04	0.02	0.14	0.59	(0.60)	1.23	(1.03)	3.29
REIFX	0.51	0.12	0.14	0.38	0.30	(0.62)	1.02	(0.80)	2.71
BARDX	0.48	0.14	0.15	0.51	0.26	(0.54)	1.28	(0.83)	2.80
HLPPX	0.59	0.07	0.04	0.23	0.68	(0.65)	1.00	(1.32)	2.77

Prudential Competitive Analysis

The better you understand Prudential competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Prudential's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Prudential's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	PJEZX	RRGAX	SREZX	MRESX	MRASX	STMDX	TGRYX	BRIIX	REIFX	BARDX
	1.55 17.02 Prudential	0.87 8.15 Deutsche	1.14 15.11 Prudential	1.39 12.42 Amg	1.39 12.42 Amg	1.09 36.30 Sterling	1.00 13.12 Tcw	0.77 18.25 Baron	0.07 15.20 Rems	0.91 8.90 Blackrock
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Solid	Solid	Solid	Good	Solid	Solid	Solid	Solid	Solid	Strong
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Under Valued	Fairly Valued	Fairly Valued	Under Valued	Under Valued	Fairly Valued	Under Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Buy	Strong Buy	Strong Hold	Strong Hold	Strong Buy	Strong Buy	Strong Hold	Strong Buy	Strong Buy
Net Asset	222.16 M	165.95 M	240.66 M	222.06 M	222.06 M	62.95 M	39.5 M	261.12 M	38.99 M	284.79 M
Minimum Initial Investment	N/A	N/A	N/A	N/A	100 K	N/A	2 K	N/A	10 K	N/A
Price To Book	2.3	1.42	1.44	2.35	N/A	2.61	N/A	N/A	0.86	N/A
Five Year Return	8.21	4.1	5.76	6.09	6.2	4.5	3.81	6.07	7.64	4.26
One Year Return	8.36	9.39	15.82	8.72	8.79	4.16	11.56	6.58	32.36	16.24
Last Dividend Paid	0.05	0.2	0.04	0.05	0.05	0.22	0.08	0.04	0.45	0.07
Price To Earning	27.45	19.94	26.17	25.86	N/A	32.69	N/A	N/A	12.59	N/A
Price To Sales	6.61	5.83	7.23	6.6	N/A	6.56	N/A	N/A	4.68	N/A
Cash Position Weight	1.5	N/A	0.71	0.77	0.94	3.05	4.86	8.26	2.3	0.87
Equity Positions Weight	98.5	99.36	98.0	99.23	99.06	96.95	95.04	91.73	97.7	98.14
Three Year Return	9.64	5.19	9.84	6.65	6.75	5.24	6.41	10.75	11.08	7.35
Annual Yield	0.0194	0.0198	0.0241	0.0209	0.0215	0.0265	0.0278	0.0168	0.0216	0.0436
Year To Date Return	8.1	2.83	11.27	9.72	9.72	4.38	8.25	6.6	9.04	9.34
Ten Year Return	N/A	6.66	N/A	8.99	9.04	9.32	N/A	N/A	N/A	N/A
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	0	9.2 T
Day Typical Price	17.02	8.15	15.11	12.42	12.42	36.3	13.12	18.25	15.2	8.9
Period Momentum Indicator	0.26	0.07	0.17	0.17	0.17	0.39	0.13	0.14	(0.01)	0.08
Rate Of Daily Change	1.02	1.01	1.01	1.01	1.01	1.01	1.01	1.01	1.0	1.01
Day Median Price	17.02	8.15	15.11	12.42	12.42	36.3	13.12	18.25	15.2	8.9
Price Action Indicator	0.13	0.035	0.085	0.085	0.085	0.2	0.065	0.07	(0.01)	0.04
Coefficient Of Variation	655.42	427.91	453.05	634.7	622.78	561.68	598.66	807.89	412.09	368.16
Mean Deviation	0.5719	0.4429	0.4946	0.5981	0.5958	0.6027	0.5577	0.5332	0.5141	0.476
Jensen Alpha	0.086	0.1068	0.1133	0.092	0.0938	0.1169	0.077	0.0449	0.1204	0.1388
Total Risk Alpha	0.0483	0.0826	0.0848	0.0546	0.0564	0.0779	0.0568	0.0248	0.0961	0.1116
Sortino Ratio	0.054	0.0991	0.0981	0.0571	0.0607	0.1102	0.0631	0.0232	0.1447	0.1516
Downside Variance	0.6521	0.4419	0.5531	0.8402	0.7804	0.5385	0.6365	0.5391	0.3284	0.4126
Standard Deviation	0.7443	0.581	0.6473	0.7761	0.7695	0.8469	0.7199	0.7027	0.63	0.616
Kurtosis	(0.04)	0.1444	(0.01)	(0.17)	(0.23)	4.28	1.06	0.9693	(0.21)	(0.11)
Potential Upside	1.37	1.16	1.35	1.47	1.45	1.5	1.13	1.23	1.02	1.28
Treynor Ratio	0.353	0.3981	0.4067	0.3319	0.345	0.3536	0.199	0.1439	0.381	0.5103
Maximum Drawdown	2.98	2.8	2.83	3.11	3.03	5.33	3.83	3.29	2.71	2.8
Variance	0.554	0.3376	0.4189	0.6024	0.5921	0.7172	0.5182	0.4937	0.3968	0.3795
Market Risk Adjusted Performance	0.363	0.4081	0.4167	0.3419	0.355	0.3636	0.209	0.1539	0.391	0.5203
Risk Adjusted Performance	0.1223	0.1847	0.1756	0.1267	0.1291	0.1441	0.1336	0.0984	0.193	0.2161
Skewness	(0.12)	(0.12)	(0.21)	(0.22)	(0.21)	1.16	(0.59)	(0.33)	0.2529	(0.13)
Semi Deviation	0.6189	0.3018	0.4916	0.6736	0.6767	0.5163	0.6491	0.593	0.3011	0.2615
Information Ratio	0.0586	0.1133	0.1127	0.0674	0.0697	0.0955	0.0699	0.0242	0.1316	0.1581
Value At Risk	(1.26)	(0.81)	(0.78)	(1.13)	(1.13)	(1.05)	(1.17)	(1.03)	(0.80)	(0.83)
Expected Short fall	(0.61)	(0.53)	(0.54)	(0.63)	(0.63)	(0.65)	(0.60)	(0.60)	(0.62)	(0.54)
Downside Deviation	0.8075	0.6648	0.7437	0.9166	0.8834	0.7338	0.7978	0.7342	0.5731	0.6423
Semi Variance	0.383	0.0911	0.2417	0.4537	0.4579	0.2665	0.4213	0.3517	0.0906	0.0684

Prudential Competition Performance Charts

Five steps to successful analysis of Prudential Competition

Prudential's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Prudential Real Estate in relation to its competition. Prudential's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Prudential in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Prudential's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Prudential Real Estate, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Prudential position

In addition to having Prudential in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Other Information on Investing in Prudential Mutual Fund

Prudential financial ratios help investors to determine whether Prudential Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Prudential with respect to the benefits of owning Prudential security.

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