REACX vs. FRIRX
Compare and contrast key facts about American Century Real Estate Fund (REACX) and Fidelity Advisor Real Estate Income Fund Class I (FRIRX).
REACX is managed by American Century. It was launched on Sep 21, 1995. FRIRX is managed by Fidelity.
Performance
REACX vs. FRIRX - Performance Comparison
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REACX vs. FRIRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
REACX American Century Real Estate Fund | 3.34% | 0.81% | 7.63% | 10.97% | -24.64% | 41.52% | -8.31% | 30.73% | -4.18% | 5.09% |
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 0.41% | 7.10% | 7.89% | 9.36% | -14.59% | 18.98% | -1.08% | 17.89% | -1.81% | 6.23% |
Returns By Period
In the year-to-date period, REACX achieves a 3.34% return, which is significantly higher than FRIRX's 0.41% return. Over the past 10 years, REACX has underperformed FRIRX with an annualized return of 4.91%, while FRIRX has yielded a comparatively higher 5.31% annualized return.
REACX
- 1D
- 1.48%
- 1M
- -6.14%
- YTD
- 3.34%
- 6M
- 1.36%
- 1Y
- 2.39%
- 3Y*
- 7.15%
- 5Y*
- 3.93%
- 10Y*
- 4.91%
FRIRX
- 1D
- 0.41%
- 1M
- -2.56%
- YTD
- 0.41%
- 6M
- 1.15%
- 1Y
- 4.63%
- 3Y*
- 7.52%
- 5Y*
- 3.80%
- 10Y*
- 5.31%
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REACX vs. FRIRX - Expense Ratio Comparison
REACX has a 1.14% expense ratio, which is higher than FRIRX's 0.71% expense ratio.
Return for Risk
REACX vs. FRIRX — Risk / Return Rank
REACX
FRIRX
REACX vs. FRIRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Real Estate Fund (REACX) 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.
| REACX | FRIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.98 | -0.82 |
Sortino ratioReturn per unit of downside risk | 0.32 | 1.30 | -0.98 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.19 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.29 | 1.14 | -0.84 |
Martin ratioReturn relative to average drawdown | 1.15 | 4.76 | -3.61 |
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
| REACX | FRIRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.98 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.59 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.56 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.79 | -0.44 |
Correlation
The correlation between REACX and FRIRX is 0.90, 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
REACX vs. FRIRX - Dividend Comparison
REACX's dividend yield for the trailing twelve months is around 1.81%, less than FRIRX's 4.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REACX American Century Real Estate Fund | 1.81% | 2.15% | 1.89% | 2.28% | 11.26% | 11.49% | 1.71% | 8.71% | 8.73% | 4.66% | 11.80% | 2.51% |
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 4.60% | 4.62% | 4.68% | 5.01% | 6.08% | 1.48% | 4.80% | 5.70% | 5.10% | 4.43% | 5.05% | 3.69% |
Drawdowns
REACX vs. FRIRX - Drawdown Comparison
The maximum REACX drawdown since its inception was -75.80%, which is greater than FRIRX's maximum drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for REACX and FRIRX.
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Drawdown Indicators
| REACX | FRIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.80% | -34.50% | -41.30% |
Max Drawdown (1Y)Largest decline over 1 year | -11.71% | -4.30% | -7.41% |
Max Drawdown (5Y)Largest decline over 5 years | -32.15% | -18.18% | -13.97% |
Max Drawdown (10Y)Largest decline over 10 years | -41.88% | -34.50% | -7.38% |
Current DrawdownCurrent decline from peak | -6.23% | -2.71% | -3.52% |
Average DrawdownAverage peak-to-trough decline | -12.65% | -3.30% | -9.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | 1.03% | +1.94% |
Volatility
REACX vs. FRIRX - Volatility Comparison
American Century Real Estate Fund (REACX) has a higher volatility of 4.39% compared to Fidelity Advisor Real Estate Income Fund Class I (FRIRX) at 1.66%. This indicates that REACX'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
| REACX | FRIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.39% | 1.66% | +2.73% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 2.84% | +6.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.64% | 4.91% | +10.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.47% | 6.53% | +11.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.50% | 9.49% | +11.01% |