Fidelity Advisor Real Estate Income Fund Class C (FRIOX) 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 FRIOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FRIOX
FRIOX charges 1.72% annually. There are 100 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | FRIOX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | FRIOX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | FRIOX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.11% | 71.40B | Dec 2003 | FRIOX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | FRIOX vs VGRNX |
Best Risk-Adjusted Alternatives to FRIOX
FRIOX has a PortfoliosLab risk / return rank of 40. There are 68 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | FRIOX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | FRIOX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 87 | — | Oct 2011 | FRIOX vs FSREX | |
| abrdn Realty Income & Growth Fund | 82 | — | Dec 1998 | FRIOX vs AIGYX | |
| Delaware Ivy Securian Real Estate Securities Fund | 81 | — | Feb 1999 | FRIOX vs IRSAX |
Top Performing FRIOX Alternatives (YTD)
FRIOX is at 2.88% YTD. There are 91 mutual funds in the REIT category with higher YTD returns, going as high as 22.21%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 22.21% | — | Dec 2010 | FRIOX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 21.63% | — | Dec 1998 | FRIOX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 20.91% | — | Jan 1989 | FRIOX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 20.77% | — | Mar 1995 | FRIOX vs PHRAX | |
| Columbia Real Estate Equity Fund | 20.76% | — | Apr 1994 | FRIOX vs CREEX |
Lowest Volatility Alternatives to FRIOX
FRIOX has 4.32% 1-year volatility. There are 5 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.44%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.44% | — | Jun 2023 | FRIOX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | FRIOX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.48% | — | Oct 2011 | FRIOX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.77% | — | Jun 2014 | FRIOX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.21% | — | Feb 2003 | FRIOX vs FRIFX |
Lowest Drawdown Alternatives to FRIOX
FRIOX has a 1-year max drawdown of -3.51%. There are 9 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | FRIOX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | FRIOX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | FRIOX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | FRIOX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | FRIOX 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 | 64 | 9.35% | — | Feb 1988 | FRIOX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FRIOX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FRIOX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FRIOX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FRIOX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FRIOX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FRIOX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FRIOX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FRIOX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FRIOX vs FTIHX |
Often Compared With FRIOX
Investors most often compare FRIOX with SOAAX, HLRRX, STMDX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare FRIOX with Any Fund or Stock
Compare FRIOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FRIOX with funds that move differently
Fidelity Advisor Real Estate Income Fund Class C alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FRIOX.
Explore FRIOX Diversifiers