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RENTX vs FRIFX

Both FRIFX and RENTX are mutual funds. FRIFX has a higher 5-year return than RENTX (7.38% vs 3.31%). Below is the comparison between FRIFX and RENTX.

FRIFX RENTX
Security Type ETF ETF
Segment Specialty: Real Estate Specialty: Real Estate
Family Fidelity Investments Shelton Capital Management
Net Assets $2.24B N/A
Expense Ratio 0.73% N/A
Management Style active active
Dividend Yield 4.43% N/A
Minimum Investment $2,500.00 $3,000.00
YTD Return 7.22% -10.35%
1-Year Return 7.68% 11.85%
3-Year Return 8.65% 2.49%
5-Year Return 7.38% 3.31%
10-Year Return 7.72% N/A

FRIFX description

The Fund seeks higher than average income, and growth of capital as a secondary objective, by investing primarily in the securities of companies in the real estate industry and other real estate related investments.

FRIFX performance & returns

YTD Return 7.22%
1-Month Return 3.44%
3-Month Return 7.68%
1-Year Return 7.68%
3-Year Return 8.65%
5-Year Return 7.38%
10-Year Return 7.72%
FRIFX expense ratio is 0.73%.

FRIFX holdings

Top 10 Holdings (24.67% of Total Assets)

Name Symbol % Assets
Fidelity Revere Str Tr N/A 8.54%
American Tower Corp AMT 3.17%
Equity Lifestyle Properties Inc ELS 2.94%
Apartment Investment & Management Co AIV 1.88%
Mid-America Apartment Communities Inc MAA 1.67%
Crown Castle International Corp CCI 1.53%
AGNC Investment Corp AGNC 1.36%
Equinix Inc EQIX 1.24%
Lexington Realty Trust LXP 1.23%
New Residential Investment Corp NRZ 1.11%

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RENTX description

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RENTX performance & returns

YTD Return -10.35%
1-Month Return -0.46%
3-Month Return 11.85%
1-Year Return 11.85%
3-Year Return 2.49%
5-Year Return 3.31%
10-Year Return N/A
RENTX expense ratio is N/A.

RENTX holdings

Top 10 Holdings (62.49% of Total Assets)

Name Symbol % Assets
Crown Castle International Corp CCI 11.22%
Equinix Inc EQIX 8.61%
Alexandria Real Estate Equities Inc ARE 8.47%
Duke Realty Corp DRE 7.42%
Sun Communities Inc SUI 7.26%
CoreSite Realty Corp COR 4.30%
CubeSmart CUBE 4.03%
Sunstone Hotel Investors Inc SHO 3.78%
Healthcare Trust of America Inc HTA 3.75%
Digital Realty Trust Inc DLR 3.65%

Other relevant RENTX comparisons

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