SREZX vs. FSHOX
Compare and contrast key facts about PGIM Select Real Estate Fund (SREZX) and Fidelity Select Construction & Housing Portfolio (FSHOX).
SREZX is managed by PGIM Investments. It was launched on Jul 31, 2014. FSHOX is managed by Fidelity Investments. It was launched on Sep 28, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SREZX or FSHOX.
Correlation
The correlation between SREZX and FSHOX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SREZX vs. FSHOX - Performance Comparison
Key characteristics
SREZX:
1.00
FSHOX:
0.66
SREZX:
1.42
FSHOX:
1.05
SREZX:
1.18
FSHOX:
1.12
SREZX:
0.64
FSHOX:
0.86
SREZX:
3.38
FSHOX:
1.91
SREZX:
4.15%
FSHOX:
6.39%
SREZX:
13.84%
FSHOX:
18.56%
SREZX:
-39.13%
FSHOX:
-60.78%
SREZX:
-9.46%
FSHOX:
-10.89%
Returns By Period
In the year-to-date period, SREZX achieves a 2.77% return, which is significantly lower than FSHOX's 3.04% return. Over the past 10 years, SREZX has underperformed FSHOX with an annualized return of 4.65%, while FSHOX has yielded a comparatively higher 8.42% annualized return.
SREZX
2.77%
2.62%
0.60%
11.68%
1.98%
4.65%
FSHOX
3.04%
-2.04%
2.78%
11.80%
13.63%
8.42%
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SREZX vs. FSHOX - Expense Ratio Comparison
SREZX has a 1.01% expense ratio, which is higher than FSHOX's 0.76% expense ratio.
Risk-Adjusted Performance
SREZX vs. FSHOX — Risk-Adjusted Performance Rank
SREZX
FSHOX
SREZX vs. FSHOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Select Real Estate Fund (SREZX) and Fidelity Select Construction & Housing Portfolio (FSHOX). 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.
Dividends
SREZX vs. FSHOX - Dividend Comparison
SREZX's dividend yield for the trailing twelve months is around 2.48%, more than FSHOX's 0.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SREZX PGIM Select Real Estate Fund | 2.48% | 2.55% | 2.80% | 1.59% | 1.62% | 2.13% | 3.69% | 2.60% | 2.26% | 1.85% | 1.88% | 0.00% |
FSHOX Fidelity Select Construction & Housing Portfolio | 0.69% | 0.71% | 0.82% | 0.80% | 0.49% | 0.84% | 0.96% | 1.16% | 0.47% | 0.77% | 2.07% | 4.92% |
Drawdowns
SREZX vs. FSHOX - Drawdown Comparison
The maximum SREZX drawdown since its inception was -39.13%, smaller than the maximum FSHOX drawdown of -60.78%. Use the drawdown chart below to compare losses from any high point for SREZX and FSHOX. For additional features, visit the drawdowns tool.
Volatility
SREZX vs. FSHOX - Volatility Comparison
The current volatility for PGIM Select Real Estate Fund (SREZX) is 3.83%, while Fidelity Select Construction & Housing Portfolio (FSHOX) has a volatility of 4.74%. This indicates that SREZX experiences smaller price fluctuations and is considered to be less risky than FSHOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.