SREZX vs. FIKLX
Compare and contrast key facts about PGIM Select Real Estate Fund (SREZX) and Fidelity Advisor International Real Estate Fund Class Z (FIKLX).
SREZX is managed by PGIM. It was launched on Jul 31, 2014. FIKLX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
SREZX vs. FIKLX - Performance Comparison
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SREZX vs. FIKLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SREZX PGIM Select Real Estate Fund | 3.98% | 7.31% | 6.58% | 13.02% | -26.16% | 28.83% | 3.63% | 30.87% | -1.84% |
FIKLX Fidelity Advisor International Real Estate Fund Class Z | -3.24% | 22.93% | -9.39% | 4.32% | -26.54% | 12.03% | 5.85% | 28.22% | -2.29% |
Returns By Period
In the year-to-date period, SREZX achieves a 3.98% return, which is significantly higher than FIKLX's -3.24% return.
SREZX
- 1D
- 1.88%
- 1M
- -7.59%
- YTD
- 3.98%
- 6M
- 1.89%
- 1Y
- 11.49%
- 3Y*
- 9.24%
- 5Y*
- 3.63%
- 10Y*
- 6.51%
FIKLX
- 1D
- 1.91%
- 1M
- -10.33%
- YTD
- -3.24%
- 6M
- -1.00%
- 1Y
- 14.53%
- 3Y*
- 3.98%
- 5Y*
- -1.89%
- 10Y*
- —
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SREZX vs. FIKLX - Expense Ratio Comparison
SREZX has a 1.01% expense ratio, which is higher than FIKLX's 0.79% expense ratio.
Return for Risk
SREZX vs. FIKLX — Risk / Return Rank
SREZX
FIKLX
SREZX vs. FIKLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Select Real Estate Fund (SREZX) and Fidelity Advisor International Real Estate Fund Class Z (FIKLX). 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.
| SREZX | FIKLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 1.18 | -0.37 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.63 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.23 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 1.06 | +0.08 |
Martin ratioReturn relative to average drawdown | 4.34 | 4.48 | -0.14 |
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
| SREZX | FIKLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 1.18 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | -0.14 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.19 | +0.18 |
Correlation
The correlation between SREZX and FIKLX is 0.73, 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
SREZX vs. FIKLX - Dividend Comparison
SREZX's dividend yield for the trailing twelve months is around 2.41%, less than FIKLX's 3.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SREZX PGIM Select Real Estate Fund | 2.41% | 2.50% | 2.55% | 2.81% | 1.59% | 4.54% | 2.12% | 3.41% | 4.58% | 1.36% | 4.15% | 6.11% |
FIKLX Fidelity Advisor International Real Estate Fund Class Z | 3.20% | 3.10% | 5.24% | 2.12% | 4.60% | 5.63% | 1.94% | 5.41% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SREZX vs. FIKLX - Drawdown Comparison
The maximum SREZX drawdown since its inception was -39.13%, which is greater than FIKLX's maximum drawdown of -36.93%. Use the drawdown chart below to compare losses from any high point for SREZX and FIKLX.
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Drawdown Indicators
| SREZX | FIKLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.13% | -36.93% | -2.20% |
Max Drawdown (1Y)Largest decline over 1 year | -10.81% | -13.77% | +2.96% |
Max Drawdown (5Y)Largest decline over 5 years | -34.10% | -36.93% | +2.83% |
Max Drawdown (10Y)Largest decline over 10 years | -39.13% | — | — |
Current DrawdownCurrent decline from peak | -7.77% | -19.67% | +11.90% |
Average DrawdownAverage peak-to-trough decline | -7.86% | -15.69% | +7.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 3.24% | -0.42% |
Volatility
SREZX vs. FIKLX - Volatility Comparison
The current volatility for PGIM Select Real Estate Fund (SREZX) is 5.19%, while Fidelity Advisor International Real Estate Fund Class Z (FIKLX) has a volatility of 5.58%. This indicates that SREZX experiences smaller price fluctuations and is considered to be less risky than FIKLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SREZX | FIKLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 5.58% | -0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 8.72% | 8.82% | -0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.64% | 12.88% | +1.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.43% | 13.54% | +2.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.31% | 14.74% | +2.57% |