FSREX vs. VGSLX

In the year-to-date period, FSREX achieves a 2.25% return, which is significantly higher than VGSLX's 1.01% return. Over the past 10 years, FSREX has underperformed VGSLX with an annualized return of 4.57%, while VGSLX has yielded a comparatively higher 5.29% annualized return.

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FSREX has a 0.00% expense ratio, which is lower than VGSLX's 0.12% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

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

The current FSREX Sharpe Ratio is 2.40, which is higher than the VGSLX Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of FSREX and VGSLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSREX's dividend yield for the trailing twelve months is around 5.93%, more than VGSLX's 4.08% yield.

The maximum FSREX drawdown since its inception was -32.02%, smaller than the maximum VGSLX drawdown of -74.07%. Use the drawdown chart below to compare losses from any high point for FSREX and VGSLX. For additional features, visit the drawdowns tool.