Fidelity Advisor Real Estate Fund Class A (FHEAX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FHEAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FHEAX
FHEAX charges 1.07% annually. There are 69 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | FHEAX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | FHEAX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | FHEAX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.90B | Dec 2003 | FHEAX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | FHEAX vs VGRNX |
Best Risk-Adjusted Alternatives to FHEAX
Among 108 mutual funds in the REIT category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | FHEAX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | FHEAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | — | Oct 2011 | FHEAX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 48 | — | Oct 2018 | FHEAX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 47 | — | — | FHEAX vs FRIRX |
Top Performing FHEAX Alternatives (YTD)
Among 108 mutual funds in the REIT category with YTD return data, the top-performing alternatives shown here go as high as 12.78%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 12.78% | — | Dec 2010 | FHEAX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 12.76% | — | Dec 2002 | FHEAX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 12.42% | — | Dec 1996 | FHEAX vs CRARX | |
| BlackRock Real Estate Securities Fund | 12.38% | — | Sep 2012 | FHEAX vs BIREX | |
| PIMCO Variable Insurance Trust Real Estate Real Re... | 12.29% | — | Oct 2003 | FHEAX vs PRRSX |
Lowest Volatility Alternatives to FHEAX
Among 108 mutual funds in the REIT category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 0.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.43% | — | Jun 2023 | FHEAX vs CREMX | |
| TIAA Real Estate Account | 0.77% | — | Oct 1995 | FHEAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.47% | — | Oct 2011 | FHEAX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.58% | — | Jun 2014 | FHEAX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.03% | — | Apr 2010 | FHEAX vs FRINX |
Lowest Drawdown Alternatives to FHEAX
Among 108 mutual funds in the REIT category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | FHEAX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | FHEAX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | FHEAX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | FHEAX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | FHEAX vs FRIFX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 73 | 11.71% | — | Feb 1988 | FHEAX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 97 | 85.56% | — | Jul 1985 | FHEAX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 72 | 12.01% | — | — | FHEAX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 32 | 8.60% | — | — | FHEAX vs FSPGX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 71 | 12.08% | — | — | FHEAX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 75 | 18.56% | — | Dec 1987 | FHEAX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 35 | 7.76% | 176.32B | May 1967 | FHEAX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 71 | 11.56% | — | — | FHEAX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 27 | 9.51% | — | Nov 1997 | FHEAX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 58 | 15.53% | — | Jun 2016 | FHEAX vs FTIHX |
Often Compared With FHEAX
Investors most often compare FHEAX with SOAAX, IRSAX, AIGYX. These 5 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Spirit of America Real Estate Income & Growth Fund | REIT | 13 | 11.76% | — | Jan 1998 | FHEAX vs SOAAX | |
| Delaware Ivy Securian Real Estate Securities Fund | REIT | 26 | 11.86% | — | Feb 1999 | FHEAX vs IRSAX | |
| abrdn Realty Income & Growth Fund | REIT | 22 | 11.71% | — | Dec 1998 | FHEAX vs AIGYX | |
| Fidelity Advisor Real Estate Income Fund Class M | REIT | 43 | 3.43% | — | Apr 2010 | FHEAX vs FRIQX | |
| VY CBRE Real Estate Portfolio | REIT | 18 | 12.25% | — | Jan 1989 | FHEAX vs IVRSX |
Compare FHEAX with Any Fund or Stock
Compare FHEAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FHEAX with funds that move differently
Fidelity Advisor Real Estate Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FHEAX.
Explore FHEAX Diversifiers