FSRNX vs. FSPSX
Compare and contrast key facts about Fidelity Real Estate Index Fund (FSRNX) and Fidelity International Index Fund (FSPSX).
FSRNX is a passively managed fund by Fidelity that tracks the performance of the MSCI US IMI Real Estate 25/25 Index. It was launched on Aug 9, 2011. FSPSX is managed by Fidelity. It was launched on Nov 5, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSRNX or FSPSX.
Correlation
The correlation between FSRNX and FSPSX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FSRNX vs. FSPSX - Performance Comparison
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Key characteristics
FSRNX:
0.50
FSPSX:
0.61
FSRNX:
0.87
FSPSX:
1.00
FSRNX:
1.11
FSPSX:
1.14
FSRNX:
0.42
FSPSX:
0.81
FSRNX:
1.79
FSPSX:
2.33
FSRNX:
5.63%
FSPSX:
4.69%
FSRNX:
18.02%
FSPSX:
16.73%
FSRNX:
-44.26%
FSPSX:
-33.69%
FSRNX:
-13.85%
FSPSX:
-0.59%
Returns By Period
In the year-to-date period, FSRNX achieves a -0.74% return, which is significantly lower than FSPSX's 13.99% return. Over the past 10 years, FSRNX has underperformed FSPSX with an annualized return of 3.43%, while FSPSX has yielded a comparatively higher 5.53% annualized return.
FSRNX
-0.74%
2.70%
-5.58%
8.90%
9.57%
3.43%
FSPSX
13.99%
7.93%
13.14%
10.17%
12.72%
5.53%
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FSRNX vs. FSPSX - Expense Ratio Comparison
FSRNX has a 0.07% expense ratio, which is higher than FSPSX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FSRNX vs. FSPSX — Risk-Adjusted Performance Rank
FSRNX
FSPSX
FSRNX vs. FSPSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Real Estate Index Fund (FSRNX) and Fidelity International Index Fund (FSPSX). 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.
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Dividends
FSRNX vs. FSPSX - Dividend Comparison
FSRNX's dividend yield for the trailing twelve months is around 2.88%, more than FSPSX's 2.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRNX Fidelity Real Estate Index Fund | 2.88% | 2.86% | 2.84% | 2.66% | 1.25% | 3.33% | 3.18% | 3.73% | 2.27% | 2.58% | 2.57% | 4.18% |
FSPSX Fidelity International Index Fund | 2.54% | 3.27% | 2.79% | 2.66% | 3.07% | 1.84% | 3.18% | 2.79% | 2.36% | 2.99% | 2.79% | 3.53% |
Drawdowns
FSRNX vs. FSPSX - Drawdown Comparison
The maximum FSRNX drawdown since its inception was -44.26%, which is greater than FSPSX's maximum drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for FSRNX and FSPSX. For additional features, visit the drawdowns tool.
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Volatility
FSRNX vs. FSPSX - Volatility Comparison
Fidelity Real Estate Index Fund (FSRNX) has a higher volatility of 4.24% compared to Fidelity International Index Fund (FSPSX) at 3.06%. This indicates that FSRNX's price experiences larger fluctuations and is considered to be riskier than FSPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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