PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
FSREX vs. FRESX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

FSREX vs. FRESX

Last updated May 12, 2025

Compare and contrast key facts about Fidelity Series Real Estate Income Fund (FSREX) and Fidelity Real Estate Investment Portfolio (FRESX).

FSREX is managed by Fidelity. It was launched on Oct 20, 2011. FRESX is managed by Fidelity. It was launched on Nov 17, 1986.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSREX or FRESX.

Correlation

The correlation between FSREX and FRESX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

FSREX vs. FRESX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Series Real Estate Income Fund (FSREX) and Fidelity Real Estate Investment Portfolio (FRESX). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Returns By Period

FSREX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FRESX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FSREX vs. FRESX - Expense Ratio Comparison

FSREX has a 0.00% expense ratio, which is lower than FRESX's 0.71% expense ratio.

FRESX
Fidelity Real Estate Investment Portfolio
FSREX
Fidelity Series Real Estate Income Fund

Risk-Adjusted Performance

FSREX vs. FRESX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FSREX
The Risk-Adjusted Performance Rank of FSREX is 9494
Overall Rank
The Sharpe Ratio Rank of FSREX is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of FSREX is 9494
Sortino Ratio Rank
The Omega Ratio Rank of FSREX is 9292
Omega Ratio Rank
The Calmar Ratio Rank of FSREX is 9292
Calmar Ratio Rank
The Martin Ratio Rank of FSREX is 9595
Martin Ratio Rank
FRESX
The Risk-Adjusted Performance Rank of FRESX is 6363
Overall Rank
The Sharpe Ratio Rank of FRESX is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of FRESX is 6868
Sortino Ratio Rank
The Omega Ratio Rank of FRESX is 6666
Omega Ratio Rank
The Calmar Ratio Rank of FRESX is 5555
Calmar Ratio Rank
The Martin Ratio Rank of FRESX is 5959
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FSREX vs. FRESX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Real Estate Income Fund (FSREX) and Fidelity Real Estate Investment Portfolio (FRESX). 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.

No data
No data
No data
No data
No data

Loading data...

Dividends

FSREX vs. FRESX - Dividend Comparison

FSREX's dividend yield for the trailing twelve months is around 5.93%, while FRESX has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
FSREX
Fidelity Series Real Estate Income Fund		5.93%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FRESX
Fidelity Real Estate Investment Portfolio		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FSREX vs. FRESX - Drawdown Comparison

Loading data...

Volatility

FSREX vs. FRESX - Volatility Comparison

Loading data...