FRESX vs. VGSLX
Compare and contrast key facts about Fidelity Real Estate Investment Portfolio (FRESX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX).
FRESX is managed by Fidelity. It was launched on Nov 17, 1986. VGSLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FRESX or VGSLX.
Correlation
The correlation between FRESX and VGSLX is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FRESX vs. VGSLX - Performance Comparison
Key characteristics
FRESX:
0.22
VGSLX:
0.26
FRESX:
0.40
VGSLX:
0.45
FRESX:
1.05
VGSLX:
1.06
FRESX:
0.11
VGSLX:
0.17
FRESX:
0.64
VGSLX:
0.90
FRESX:
5.79%
VGSLX:
4.88%
FRESX:
16.65%
VGSLX:
16.94%
FRESX:
-75.98%
VGSLX:
-74.07%
FRESX:
-26.78%
VGSLX:
-17.37%
Returns By Period
In the year-to-date period, FRESX achieves a -3.39% return, which is significantly higher than VGSLX's -4.54% return. Over the past 10 years, FRESX has underperformed VGSLX with an annualized return of 1.06%, while VGSLX has yielded a comparatively higher 4.09% annualized return.
FRESX
-3.39%
-9.56%
-10.40%
4.26%
5.57%
1.06%
VGSLX
-4.54%
-9.72%
-9.64%
5.07%
9.56%
4.09%
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FRESX vs. VGSLX - Expense Ratio Comparison
FRESX has a 0.71% expense ratio, which is higher than VGSLX's 0.12% expense ratio.
Risk-Adjusted Performance
FRESX vs. VGSLX — Risk-Adjusted Performance Rank
FRESX
VGSLX
FRESX vs. VGSLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Real Estate Investment Portfolio (FRESX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX). 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.
Dividends
FRESX vs. VGSLX - Dividend Comparison
FRESX's dividend yield for the trailing twelve months is around 2.18%, less than VGSLX's 4.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRESX Fidelity Real Estate Investment Portfolio | 2.18% | 2.11% | 2.31% | 1.71% | 0.78% | 2.93% | 2.36% | 2.57% | 1.80% | 1.73% | 5.54% | 1.66% |
VGSLX Vanguard Real Estate Index Fund Admiral Shares | 4.31% | 3.85% | 3.96% | 3.91% | 2.56% | 3.92% | 3.39% | 4.73% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
FRESX vs. VGSLX - Drawdown Comparison
The maximum FRESX drawdown since its inception was -75.98%, roughly equal to the maximum VGSLX drawdown of -74.07%. Use the drawdown chart below to compare losses from any high point for FRESX and VGSLX. For additional features, visit the drawdowns tool.
Volatility
FRESX vs. VGSLX - Volatility Comparison
The current volatility for Fidelity Real Estate Investment Portfolio (FRESX) is 6.79%, while Vanguard Real Estate Index Fund Admiral Shares (VGSLX) has a volatility of 7.16%. This indicates that FRESX experiences smaller price fluctuations and is considered to be less risky than VGSLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.