SREZX vs. FRIRX
Compare and contrast key facts about PGIM Select Real Estate Fund (SREZX) and Fidelity Advisor Real Estate Income Fund Class I (FRIRX).
SREZX is managed by PGIM. It was launched on Jul 31, 2014. FRIRX is managed by Fidelity.
Performance
SREZX vs. FRIRX - Performance Comparison
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SREZX vs. FRIRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SREZX PGIM Select Real Estate Fund | 3.98% | 7.31% | 6.58% | 13.02% | -26.16% | 28.83% | 3.63% | 30.87% | -4.12% | 10.38% |
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, SREZX achieves a 3.98% return, which is significantly higher than FRIRX's 0.41% return. Over the past 10 years, SREZX has outperformed FRIRX with an annualized return of 6.51%, while FRIRX has yielded a comparatively lower 5.31% annualized 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%
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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SREZX vs. FRIRX - Expense Ratio Comparison
SREZX has a 1.01% expense ratio, which is higher than FRIRX's 0.71% expense ratio.
Return for Risk
SREZX vs. FRIRX — Risk / Return Rank
SREZX
FRIRX
SREZX vs. FRIRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Select Real Estate Fund (SREZX) 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.
| SREZX | FRIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.98 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.30 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.19 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 1.14 | 0.00 |
Martin ratioReturn relative to average drawdown | 4.34 | 4.76 | -0.42 |
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 | FRIRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.98 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.59 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.56 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.79 | -0.41 |
Correlation
The correlation between SREZX and FRIRX is 0.86, 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. FRIRX - Dividend Comparison
SREZX's dividend yield for the trailing twelve months is around 2.41%, less than FRIRX's 4.60% 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% |
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
SREZX vs. FRIRX - Drawdown Comparison
The maximum SREZX drawdown since its inception was -39.13%, which is greater than FRIRX's maximum drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for SREZX and FRIRX.
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Drawdown Indicators
| SREZX | FRIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.13% | -34.50% | -4.63% |
Max Drawdown (1Y)Largest decline over 1 year | -10.81% | -4.30% | -6.51% |
Max Drawdown (5Y)Largest decline over 5 years | -34.10% | -18.18% | -15.92% |
Max Drawdown (10Y)Largest decline over 10 years | -39.13% | -34.50% | -4.63% |
Current DrawdownCurrent decline from peak | -7.77% | -2.71% | -5.06% |
Average DrawdownAverage peak-to-trough decline | -7.86% | -3.30% | -4.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 1.03% | +1.79% |
Volatility
SREZX vs. FRIRX - Volatility Comparison
PGIM Select Real Estate Fund (SREZX) has a higher volatility of 5.19% compared to Fidelity Advisor Real Estate Income Fund Class I (FRIRX) at 1.66%. This indicates that SREZX'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
| SREZX | FRIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 1.66% | +3.53% |
Volatility (6M)Calculated over the trailing 6-month period | 8.72% | 2.84% | +5.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.64% | 4.91% | +9.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.43% | 6.53% | +9.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.31% | 9.49% | +7.82% |