POSIX vs. FRIRX
Compare and contrast key facts about Principal Global Real Estate Securities Fund (POSIX) and Fidelity Advisor Real Estate Income Fund Class I (FRIRX).
POSIX is managed by Principal. It was launched on Sep 30, 2007. FRIRX is managed by Fidelity.
Performance
POSIX vs. FRIRX - Performance Comparison
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POSIX vs. FRIRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POSIX Principal Global Real Estate Securities Fund | -0.73% | 7.57% | 0.67% | 10.87% | -26.74% | 23.45% | -3.91% | 24.53% | -3.35% | 14.73% |
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% |
Returns By Period
Over the past 10 years, POSIX has underperformed FRIRX with an annualized return of 3.43%, while FRIRX has yielded a comparatively higher 5.26% annualized return.
POSIX
- 1D
- 0.11%
- 1M
- -9.88%
- YTD
- -0.73%
- 6M
- -2.12%
- 1Y
- 4.72%
- 3Y*
- 5.38%
- 5Y*
- 0.63%
- 10Y*
- 3.43%
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%
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POSIX vs. FRIRX - Expense Ratio Comparison
POSIX has a 0.94% expense ratio, which is higher than FRIRX's 0.71% expense ratio.
Return for Risk
POSIX vs. FRIRX — Risk / Return Rank
POSIX
FRIRX
POSIX vs. FRIRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Global Real Estate Securities Fund (POSIX) and Fidelity Advisor Real Estate Income Fund Class I (FRIRX). 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.
| POSIX | FRIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.36 | 0.91 | -0.55 |
Sortino ratioReturn per unit of downside risk | 0.58 | 1.21 | -0.63 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.18 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | 1.10 | -0.63 |
Martin ratioReturn relative to average drawdown | 1.81 | 4.66 | -2.84 |
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
| POSIX | FRIRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.36 | 0.91 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.60 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.56 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.78 | -0.63 |
Correlation
The correlation between POSIX and FRIRX is 0.85, 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
POSIX vs. FRIRX - Dividend Comparison
POSIX's dividend yield for the trailing twelve months is around 2.66%, less than FRIRX's 4.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POSIX Principal Global Real Estate Securities Fund | 2.66% | 2.64% | 2.57% | 2.63% | 1.12% | 2.40% | 1.13% | 6.32% | 3.81% | 4.16% | 3.70% | 4.48% |
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% |
Drawdowns
POSIX vs. FRIRX - Drawdown Comparison
The maximum POSIX drawdown since its inception was -68.45%, which is greater than FRIRX's maximum drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for POSIX and FRIRX.
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Drawdown Indicators
| POSIX | FRIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.45% | -34.50% | -33.95% |
Max Drawdown (1Y)Largest decline over 1 year | -10.67% | -4.30% | -6.37% |
Max Drawdown (5Y)Largest decline over 5 years | -34.15% | -18.18% | -15.97% |
Max Drawdown (10Y)Largest decline over 10 years | -41.70% | -34.50% | -7.20% |
Current DrawdownCurrent decline from peak | -12.67% | -3.11% | -9.56% |
Average DrawdownAverage peak-to-trough decline | -14.02% | -3.30% | -10.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 1.01% | +1.71% |
Volatility
POSIX vs. FRIRX - Volatility Comparison
Principal Global Real Estate Securities Fund (POSIX) has a higher volatility of 4.19% compared to Fidelity Advisor Real Estate Income Fund Class I (FRIRX) at 1.57%. This indicates that POSIX's price experiences larger fluctuations and is considered to be riskier than FRIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POSIX | FRIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.19% | 1.57% | +2.62% |
Volatility (6M)Calculated over the trailing 6-month period | 8.13% | 2.81% | +5.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.17% | 4.91% | +9.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.22% | 6.53% | +9.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.95% | 9.49% | +7.46% |