RERFX vs. FIRIX
Compare and contrast key facts about American Funds Real Estate Index Fund Class R-6 (RERFX) and Fidelity Advisor International Real Estate Fund Class I (FIRIX).
RERFX is managed by American Funds. It was launched on Mar 31, 2023. FIRIX is managed by Fidelity. It was launched on Apr 4, 2007.
Performance
RERFX vs. FIRIX - Performance Comparison
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RERFX vs. FIRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RERFX American Funds Real Estate Index Fund Class R-6 | -5.46% | 29.26% | 2.96% | 16.02% | -22.81% | 2.81% | 25.20% | 27.36% | -17.37% | 31.10% |
FIRIX Fidelity Advisor International Real Estate Fund Class I | -5.03% | 22.73% | -9.43% | 4.07% | -26.55% | 11.87% | 5.82% | 28.09% | -6.12% | 26.95% |
Returns By Period
In the year-to-date period, RERFX achieves a -5.46% return, which is significantly lower than FIRIX's -5.03% return. Over the past 10 years, RERFX has outperformed FIRIX with an annualized return of 7.63%, while FIRIX has yielded a comparatively lower 3.64% annualized return.
RERFX
- 1D
- -0.16%
- 1M
- -12.20%
- YTD
- -5.46%
- 6M
- -1.00%
- 1Y
- 19.11%
- 3Y*
- 9.95%
- 5Y*
- 3.08%
- 10Y*
- 7.63%
FIRIX
- 1D
- 0.20%
- 1M
- -13.64%
- YTD
- -5.03%
- 6M
- -2.99%
- 1Y
- 12.98%
- 3Y*
- 3.22%
- 5Y*
- -2.20%
- 10Y*
- 3.64%
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RERFX vs. FIRIX - Expense Ratio Comparison
RERFX has a 0.29% expense ratio, which is lower than FIRIX's 0.92% expense ratio.
Return for Risk
RERFX vs. FIRIX — Risk / Return Rank
RERFX
FIRIX
RERFX vs. FIRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Real Estate Index Fund Class R-6 (RERFX) and Fidelity Advisor International Real Estate Fund Class I (FIRIX). 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.
| RERFX | FIRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 0.96 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.35 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.18 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 0.89 | +0.37 |
Martin ratioReturn relative to average drawdown | 4.85 | 3.90 | +0.95 |
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
| RERFX | FIRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 0.96 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | -0.16 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.27 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.12 | +0.28 |
Correlation
The correlation between RERFX and FIRIX is 0.75, 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
RERFX vs. FIRIX - Dividend Comparison
RERFX's dividend yield for the trailing twelve months is around 14.74%, more than FIRIX's 3.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERFX American Funds Real Estate Index Fund Class R-6 | 14.74% | 13.93% | 4.90% | 3.90% | 1.98% | 10.14% | 0.38% | 3.10% | 3.11% | 4.94% | 1.58% | 3.38% |
FIRIX Fidelity Advisor International Real Estate Fund Class I | 3.15% | 2.99% | 5.16% | 1.90% | 4.41% | 5.49% | 1.84% | 5.15% | 2.10% | 3.41% | 4.27% | 3.09% |
Drawdowns
RERFX vs. FIRIX - Drawdown Comparison
The maximum RERFX drawdown since its inception was -53.80%, smaller than the maximum FIRIX drawdown of -71.41%. Use the drawdown chart below to compare losses from any high point for RERFX and FIRIX.
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Drawdown Indicators
| RERFX | FIRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.80% | -71.41% | +17.61% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -13.82% | +1.29% |
Max Drawdown (5Y)Largest decline over 5 years | -37.32% | -37.07% | -0.25% |
Max Drawdown (10Y)Largest decline over 10 years | -37.32% | -37.07% | -0.25% |
Current DrawdownCurrent decline from peak | -12.53% | -21.56% | +9.03% |
Average DrawdownAverage peak-to-trough decline | -11.08% | -20.00% | +8.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 3.17% | +0.08% |
Volatility
RERFX vs. FIRIX - Volatility Comparison
American Funds Real Estate Index Fund Class R-6 (RERFX) has a higher volatility of 6.60% compared to Fidelity Advisor International Real Estate Fund Class I (FIRIX) at 5.19%. This indicates that RERFX's price experiences larger fluctuations and is considered to be riskier than FIRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RERFX | FIRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.60% | 5.19% | +1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 8.70% | +2.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 12.91% | +3.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.44% | 13.55% | +2.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 13.67% | +3.12% |