FIREX vs. FSHOX
Compare and contrast key facts about Fidelity International Real Estate Fund (FIREX) and Fidelity Select Construction & Housing Portfolio (FSHOX).
FIREX is managed by Fidelity. It was launched on Sep 8, 2004. FSHOX is managed by Fidelity Investments. It was launched on Sep 28, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIREX or FSHOX.
Correlation
The correlation between FIREX and FSHOX is 0.58, 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.
Performance
FIREX vs. FSHOX - Performance Comparison
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Key characteristics
FIREX:
0.35
FSHOX:
-0.07
FIREX:
0.55
FSHOX:
0.15
FIREX:
1.07
FSHOX:
1.02
FIREX:
0.13
FSHOX:
-0.01
FIREX:
0.47
FSHOX:
-0.01
FIREX:
9.26%
FSHOX:
10.39%
FIREX:
13.13%
FSHOX:
22.25%
FIREX:
-71.40%
FSHOX:
-60.78%
FIREX:
-25.32%
FSHOX:
-16.93%
Returns By Period
In the year-to-date period, FIREX achieves a 11.15% return, which is significantly higher than FSHOX's -3.95% return. Over the past 10 years, FIREX has underperformed FSHOX with an annualized return of 2.70%, while FSHOX has yielded a comparatively higher 7.80% annualized return.
FIREX
11.15%
9.67%
4.48%
4.50%
1.37%
2.70%
FSHOX
-3.95%
4.97%
-14.09%
-1.62%
17.97%
7.80%
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FIREX vs. FSHOX - Expense Ratio Comparison
FIREX has a 0.95% expense ratio, which is higher than FSHOX's 0.76% expense ratio.
Risk-Adjusted Performance
FIREX vs. FSHOX — Risk-Adjusted Performance Rank
FIREX
FSHOX
FIREX vs. FSHOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Real Estate Fund (FIREX) and Fidelity Select Construction & Housing Portfolio (FSHOX). 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.
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Dividends
FIREX vs. FSHOX - Dividend Comparison
FIREX's dividend yield for the trailing twelve months is around 4.74%, more than FSHOX's 3.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIREX Fidelity International Real Estate Fund | 4.74% | 5.27% | 1.86% | 0.44% | 3.76% | 1.77% | 2.18% | 1.72% | 2.09% | 1.55% | 4.16% | 6.23% |
FSHOX Fidelity Select Construction & Housing Portfolio | 3.25% | 4.05% | 0.82% | 0.80% | 5.45% | 4.73% | 7.91% | 15.68% | 13.62% | 3.61% | 3.30% | 11.79% |
Drawdowns
FIREX vs. FSHOX - Drawdown Comparison
The maximum FIREX drawdown since its inception was -71.40%, which is greater than FSHOX's maximum drawdown of -60.78%. Use the drawdown chart below to compare losses from any high point for FIREX and FSHOX. For additional features, visit the drawdowns tool.
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Volatility
FIREX vs. FSHOX - Volatility Comparison
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