FSREX vs. PJEZX
Compare and contrast key facts about Fidelity Series Real Estate Income Fund (FSREX) and PGIM US Real Estate Fund (PJEZX).
FSREX is managed by Fidelity. It was launched on Oct 20, 2011. PJEZX is managed by PGIM. It was launched on Dec 21, 2010.
Performance
FSREX vs. PJEZX - Performance Comparison
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FSREX vs. PJEZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSREX Fidelity Series Real Estate Income Fund | -0.40% | 8.93% | 9.87% | 8.29% | -11.78% | 15.78% | 0.58% | 16.02% | -0.73% | 5.91% |
PJEZX PGIM US Real Estate Fund | 4.16% | 2.49% | 13.08% | 15.85% | -27.26% | 48.32% | -4.86% | 44.30% | -3.54% | 5.60% |
Returns By Period
In the year-to-date period, FSREX achieves a -0.40% return, which is significantly lower than PJEZX's 4.16% return. Over the past 10 years, FSREX has underperformed PJEZX with an annualized return of 5.43%, while PJEZX has yielded a comparatively higher 7.97% annualized return.
FSREX
- 1D
- 0.30%
- 1M
- -1.67%
- YTD
- -0.40%
- 6M
- 0.75%
- 1Y
- 5.99%
- 3Y*
- 8.33%
- 5Y*
- 4.61%
- 10Y*
- 5.43%
PJEZX
- 1D
- 0.19%
- 1M
- -6.50%
- YTD
- 4.16%
- 6M
- 2.24%
- 1Y
- 6.37%
- 3Y*
- 10.22%
- 5Y*
- 6.49%
- 10Y*
- 7.97%
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FSREX vs. PJEZX - Expense Ratio Comparison
FSREX has a 0.00% expense ratio, which is lower than PJEZX's 1.00% expense ratio.
Return for Risk
FSREX vs. PJEZX — Risk / Return Rank
FSREX
PJEZX
FSREX vs. PJEZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Real Estate Income Fund (FSREX) and PGIM US Real Estate Fund (PJEZX). 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.
| FSREX | PJEZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.96 | 0.44 | +1.52 |
Sortino ratioReturn per unit of downside risk | 2.70 | 0.71 | +1.99 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.10 | +0.31 |
Calmar ratioReturn relative to maximum drawdown | 2.14 | 0.56 | +1.58 |
Martin ratioReturn relative to average drawdown | 10.21 | 2.43 | +7.78 |
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
| FSREX | PJEZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.96 | 0.44 | +1.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.97 | 0.34 | +0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.38 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 0.45 | +0.49 |
Correlation
The correlation between FSREX and PJEZX is 0.74, 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
FSREX vs. PJEZX - Dividend Comparison
FSREX's dividend yield for the trailing twelve months is around 5.69%, more than PJEZX's 1.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSREX Fidelity Series Real Estate Income Fund | 5.69% | 5.64% | 6.05% | 7.43% | 9.99% | 3.58% | 6.24% | 6.62% | 5.87% | 5.49% | 5.22% | 4.33% |
PJEZX PGIM US Real Estate Fund | 1.92% | 2.05% | 1.93% | 1.65% | 3.21% | 9.54% | 1.56% | 13.21% | 5.43% | 6.31% | 15.48% | 9.39% |
Drawdowns
FSREX vs. PJEZX - Drawdown Comparison
The maximum FSREX drawdown since its inception was -32.02%, smaller than the maximum PJEZX drawdown of -43.43%. Use the drawdown chart below to compare losses from any high point for FSREX and PJEZX.
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Drawdown Indicators
| FSREX | PJEZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.02% | -43.43% | +11.41% |
Max Drawdown (1Y)Largest decline over 1 year | -2.90% | -13.12% | +10.22% |
Max Drawdown (5Y)Largest decline over 5 years | -15.22% | -34.60% | +19.38% |
Max Drawdown (10Y)Largest decline over 10 years | -32.02% | -43.43% | +11.41% |
Current DrawdownCurrent decline from peak | -1.76% | -7.15% | +5.39% |
Average DrawdownAverage peak-to-trough decline | -2.57% | -8.19% | +5.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.61% | 3.03% | -2.42% |
Volatility
FSREX vs. PJEZX - Volatility Comparison
The current volatility for Fidelity Series Real Estate Income Fund (FSREX) is 1.06%, while PGIM US Real Estate Fund (PJEZX) has a volatility of 4.73%. This indicates that FSREX experiences smaller price fluctuations and is considered to be less risky than PJEZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSREX | PJEZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.06% | 4.73% | -3.67% |
Volatility (6M)Calculated over the trailing 6-month period | 1.67% | 9.36% | -7.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.02% | 17.02% | -14.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.80% | 18.92% | -14.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.89% | 21.14% | -13.25% |