Fidelity SAI Real Estate Fund (FSRJX) 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 FSRJX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FSRJX
FSRJX charges 0.56% annually. There are 15 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | FSRJX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | FSRJX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | FSRJX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | FSRJX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | FSRJX vs VGRNX |
Best Risk-Adjusted Alternatives to FSRJX
FSRJX has a PortfoliosLab risk / return rank of 28. There are 55 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | FSRJX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | FSRJX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | — | Oct 2011 | FSRJX vs FSREX | |
| Fidelity Real Estate Income Fund | 72 | — | Feb 2003 | FSRJX vs FRIFX | |
| Delaware Ivy Securian Real Estate Securities Fund | 72 | — | Feb 1999 | FSRJX vs IRSAX |
Top Performing FSRJX Alternatives (YTD)
FSRJX is at 14.65% YTD. There are 34 mutual funds in the REIT category with higher YTD returns, going as high as 20.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 20.24% | — | Dec 2010 | FSRJX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 19.18% | — | Dec 1998 | FSRJX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 18.89% | — | Jan 1989 | FSRJX vs IVRSX | |
| Columbia Real Estate Equity Fund | 18.78% | — | Apr 1994 | FSRJX vs CREEX | |
| Delaware Ivy Securian Real Estate Securities Fund | 18.60% | — | Feb 1999 | FSRJX vs IRSAX |
Lowest Volatility Alternatives to FSRJX
FSRJX has 14.15% 1-year volatility. There are 90 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.44%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.44% | — | Jun 2023 | FSRJX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | FSRJX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.46% | — | Oct 2011 | FSRJX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | FSRJX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.23% | — | Feb 2003 | FSRJX vs FRIFX |
Lowest Drawdown Alternatives to FSRJX
FSRJX has a 1-year max drawdown of -7.83%. There are 28 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | FSRJX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | FSRJX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | FSRJX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | FSRJX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | FSRJX vs FRIFX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 69 | 11.32% | — | Feb 1988 | FSRJX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 89 | 62.20% | — | Jul 1985 | FSRJX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 69 | 11.80% | — | — | FSRJX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 68 | 11.80% | — | — | FSRJX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 17 | 4.74% | — | — | FSRJX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 56 | 16.03% | — | Dec 1987 | FSRJX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 38 | 10.69% | 176.32B | May 1967 | FSRJX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 65 | 11.11% | — | — | FSRJX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 45 | 10.82% | — | Nov 1997 | FSRJX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 60 | 13.34% | — | Jun 2016 | FSRJX vs FTIHX |
Often Compared With FSRJX
Investors most often compare FSRJX with FRESX, FJTDX, FSCJX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare FSRJX with Any Fund or Stock
Compare FSRJX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FSRJX with funds that move differently
Fidelity SAI Real Estate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FSRJX.
Explore FSRJX Diversifiers