Fidelity Series Real Estate Income Fund (FSREX) Alternatives
Fidelity Series Real Estate Income Fund (FSREX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FSREX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FSREX
FSREX charges 0.00% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among FSREX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | FSREX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | FSREX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | FSREX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | FSREX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | FSREX vs VGRNX |
Best Risk-Adjusted Alternatives to FSREX
Among mutual funds in the REIT category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | Jun 23, 2023 | FSREX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | FSREX vs QREARX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | FSREX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | FSREX vs FRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 43 | — | FSREX vs FRIRX |
Top Performing FSREX Alternatives (YTD)
FSREX alternatives from the REIT category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| abrdn Realty Income & Growth Fund | 4.51% | Dec 29, 1998 | FSREX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | FSREX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | FSREX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | FSREX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | FSREX vs IVRSX |
Lowest Volatility Alternatives to FSREX
FSREX alternatives from the REIT category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.67% | Jun 23, 2023 | FSREX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | FSREX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | FSREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | FSREX vs FRIRX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.92% | Apr 14, 2010 | FSREX vs FRINX |
Lowest Drawdown Alternatives to FSREX
FSREX alternatives from the REIT category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | Jun 23, 2023 | FSREX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | FSREX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | FSREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | FSREX vs FRINX | |
| Fidelity Advisor Real Estate Income Fund Class I | -4.30% | — | FSREX vs FRIRX |
Other Mutual Funds from Fidelity
Most popular Fidelity mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | FSREX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FSREX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FSREX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FSREX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FSREX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FSREX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FSREX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FSREX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FSREX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FSREX vs FTIHX |
Often Compared With FSREX
What investors most often compare with FSREX, based on PortfoliosLab usage data.
Compare FSREX with Any Fund or Stock
Compare FSREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.