FRIRX vs. PRERX
Compare and contrast key facts about Fidelity Advisor Real Estate Income Fund Class I (FRIRX) and Principal Real Estate Securities Fund (PRERX).
FRIRX is managed by Fidelity. PRERX is managed by Principal. It was launched on Dec 6, 2000.
Performance
FRIRX vs. PRERX - Performance Comparison
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FRIRX vs. PRERX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 0.00% | 7.10% | 7.89% | 9.36% | -14.59% | 18.98% | -1.08% | 17.89% | -1.81% | 6.23% |
PRERX Principal Real Estate Securities Fund | 1.70% | 0.69% | 4.93% | 12.74% | -25.59% | 38.94% | -3.75% | 30.47% | -4.77% | 8.49% |
Returns By Period
Both investments have delivered pretty close results over the past 10 years, with FRIRX having a 5.26% annualized return and PRERX not far behind at 5.01%.
FRIRX
- 1D
- 0.33%
- 1M
- -3.11%
- YTD
- 0.00%
- 6M
- 0.98%
- 1Y
- 4.37%
- 3Y*
- 7.38%
- 5Y*
- 3.90%
- 10Y*
- 5.26%
PRERX
- 1D
- 0.26%
- 1M
- -6.84%
- YTD
- 1.70%
- 6M
- -0.84%
- 1Y
- -1.01%
- 3Y*
- 5.52%
- 5Y*
- 3.22%
- 10Y*
- 5.01%
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FRIRX vs. PRERX - Expense Ratio Comparison
FRIRX has a 0.71% expense ratio, which is lower than PRERX's 1.37% expense ratio.
Return for Risk
FRIRX vs. PRERX — Risk / Return Rank
FRIRX
PRERX
FRIRX vs. PRERX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Real Estate Income Fund Class I (FRIRX) and Principal Real Estate Securities Fund (PRERX). 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.
| FRIRX | PRERX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | -0.01 | +0.93 |
Sortino ratioReturn per unit of downside risk | 1.21 | 0.09 | +1.12 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.01 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | -0.01 | +1.10 |
Martin ratioReturn relative to average drawdown | 4.66 | -0.03 | +4.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FRIRX | PRERX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | -0.01 | +0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.18 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.26 | +0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.35 | +0.43 |
Correlation
The correlation between FRIRX and PRERX is 0.89, 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.
Dividends
FRIRX vs. PRERX - Dividend Comparison
FRIRX's dividend yield for the trailing twelve months is around 4.62%, more than PRERX's 2.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 4.62% | 4.62% | 4.68% | 5.01% | 6.08% | 1.48% | 4.80% | 5.70% | 5.10% | 4.43% | 5.05% | 3.69% |
PRERX Principal Real Estate Securities Fund | 2.14% | 2.23% | 3.79% | 2.28% | 3.07% | 3.90% | 2.28% | 2.66% | 3.78% | 3.24% | 4.02% | 6.62% |
Drawdowns
FRIRX vs. PRERX - Drawdown Comparison
The maximum FRIRX drawdown since its inception was -34.50%, smaller than the maximum PRERX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for FRIRX and PRERX.
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Drawdown Indicators
| FRIRX | PRERX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.50% | -70.21% | +35.71% |
Max Drawdown (1Y)Largest decline over 1 year | -4.30% | -11.57% | +7.27% |
Max Drawdown (5Y)Largest decline over 5 years | -18.18% | -31.45% | +13.27% |
Max Drawdown (10Y)Largest decline over 10 years | -34.50% | -41.25% | +6.75% |
Current DrawdownCurrent decline from peak | -3.11% | -9.86% | +6.75% |
Average DrawdownAverage peak-to-trough decline | -3.30% | -11.74% | +8.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 3.18% | -2.17% |
Volatility
FRIRX vs. PRERX - Volatility Comparison
The current volatility for Fidelity Advisor Real Estate Income Fund Class I (FRIRX) is 1.57%, while Principal Real Estate Securities Fund (PRERX) has a volatility of 4.04%. This indicates that FRIRX experiences smaller price fluctuations and is considered to be less risky than PRERX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FRIRX | PRERX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.57% | 4.04% | -2.47% |
Volatility (6M)Calculated over the trailing 6-month period | 2.81% | 8.98% | -6.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.91% | 15.59% | -10.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.53% | 18.38% | -11.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.49% | 19.68% | -10.19% |