PRERX vs. FIKMX
Compare and contrast key facts about Principal Real Estate Securities Fund (PRERX) and Fidelity Advisor Real Estate Income Fund Class Z (FIKMX).
PRERX is managed by Principal. It was launched on Dec 6, 2000. FIKMX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
PRERX vs. FIKMX - Performance Comparison
Loading graphics...
PRERX vs. FIKMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PRERX Principal Real Estate Securities Fund | 3.16% | 0.69% | 4.93% | 12.74% | -25.59% | 38.94% | -3.75% | 30.47% | -3.25% |
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 0.41% | 7.29% | 8.03% | 9.51% | -14.48% | 19.04% | -0.98% | 18.04% | -1.71% |
Returns By Period
In the year-to-date period, PRERX achieves a 3.16% return, which is significantly higher than FIKMX's 0.41% return.
PRERX
- 1D
- 1.43%
- 1M
- -5.79%
- YTD
- 3.16%
- 6M
- 0.55%
- 1Y
- 0.27%
- 3Y*
- 6.02%
- 5Y*
- 3.12%
- 10Y*
- 5.16%
FIKMX
- 1D
- 0.41%
- 1M
- -2.56%
- YTD
- 0.41%
- 6M
- 1.22%
- 1Y
- 4.81%
- 3Y*
- 7.65%
- 5Y*
- 3.93%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PRERX vs. FIKMX - Expense Ratio Comparison
PRERX has a 1.37% expense ratio, which is higher than FIKMX's 0.59% expense ratio.
Return for Risk
PRERX vs. FIKMX — Risk / Return Rank
PRERX
FIKMX
PRERX vs. FIKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Real Estate Securities Fund (PRERX) and Fidelity Advisor Real Estate Income Fund Class Z (FIKMX). 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.
| PRERX | FIKMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.03 | 0.99 | -0.97 |
Sortino ratioReturn per unit of downside risk | 0.14 | 1.32 | -1.18 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.19 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.11 | 1.17 | -1.06 |
Martin ratioReturn relative to average drawdown | 0.39 | 4.90 | -4.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PRERX | FIKMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.03 | 0.99 | -0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.61 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.52 | -0.17 |
Correlation
The correlation between PRERX and FIKMX is 0.89, 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
PRERX vs. FIKMX - Dividend Comparison
PRERX's dividend yield for the trailing twelve months is around 2.11%, less than FIKMX's 4.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRERX Principal Real Estate Securities Fund | 2.11% | 2.23% | 3.79% | 2.28% | 3.07% | 3.90% | 2.28% | 2.66% | 3.78% | 3.24% | 4.02% | 6.62% |
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 4.78% | 4.80% | 4.81% | 5.15% | 6.24% | 1.59% | 4.90% | 5.82% | 2.31% | 0.00% | 0.00% | 0.00% |
Drawdowns
PRERX vs. FIKMX - Drawdown Comparison
The maximum PRERX drawdown since its inception was -70.21%, which is greater than FIKMX's maximum drawdown of -34.49%. Use the drawdown chart below to compare losses from any high point for PRERX and FIKMX.
Loading graphics...
Drawdown Indicators
| PRERX | FIKMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.21% | -34.49% | -35.72% |
Max Drawdown (1Y)Largest decline over 1 year | -11.57% | -4.35% | -7.22% |
Max Drawdown (5Y)Largest decline over 5 years | -31.45% | -18.04% | -13.41% |
Max Drawdown (10Y)Largest decline over 10 years | -41.25% | — | — |
Current DrawdownCurrent decline from peak | -8.57% | -2.72% | -5.85% |
Average DrawdownAverage peak-to-trough decline | -11.74% | -5.26% | -6.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.20% | 1.04% | +2.16% |
Volatility
PRERX vs. FIKMX - Volatility Comparison
Principal Real Estate Securities Fund (PRERX) has a higher volatility of 4.37% compared to Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) at 1.67%. This indicates that PRERX's price experiences larger fluctuations and is considered to be riskier than FIKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PRERX | FIKMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 1.67% | +2.70% |
Volatility (6M)Calculated over the trailing 6-month period | 9.09% | 2.90% | +6.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.63% | 4.96% | +10.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.39% | 6.52% | +11.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.68% | 10.69% | +8.99% |