Fidelity Advisor Real Estate Income Fund Class M (FRIQX) 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 FRIQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FRIQX
FRIQX charges 0.99% annually. There are 57 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 | FRIQX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | FRIQX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | FRIQX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | FRIQX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | FRIQX vs VGRNX |
Best Risk-Adjusted Alternatives to FRIQX
FRIQX has a PortfoliosLab risk / return rank of 60. There are 10 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 | FRIQX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | FRIQX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | — | Oct 2011 | FRIQX vs FSREX | |
| Delaware Ivy Securian Real Estate Securities Fund | 73 | — | Feb 1999 | FRIQX vs IRSAX | |
| abrdn Realty Income & Growth Fund | 72 | — | Dec 1998 | FRIQX vs AIGYX |
Top Performing FRIQX Alternatives (YTD)
FRIQX is at 4.18% YTD. There are 87 mutual funds in the REIT category with higher YTD returns, going as high as 19.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 19.59% | — | Dec 2010 | FRIQX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 18.79% | — | Dec 1998 | FRIQX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 18.23% | — | Jan 1989 | FRIQX vs IVRSX | |
| Columbia Real Estate Equity Fund | 18.12% | — | Apr 1994 | FRIQX vs CREEX | |
| Delaware Ivy Securian Real Estate Securities Fund | 17.97% | — | Feb 1999 | FRIQX vs IRSAX |
Lowest Volatility Alternatives to FRIQX
FRIQX has 4.26% 1-year volatility. There are 9 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.43% | — | Jun 2023 | FRIQX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | FRIQX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.46% | — | Oct 2011 | FRIQX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.72% | — | Jun 2014 | FRIQX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.17% | — | Apr 2010 | FRIQX vs FRINX |
Lowest Drawdown Alternatives to FRIQX
FRIQX has a 1-year max drawdown of -3.44%. There are 7 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 | FRIQX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | FRIQX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | FRIQX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | FRIQX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | FRIQX 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 | 65 | 10.87% | — | Feb 1988 | FRIQX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 92 | 69.51% | — | Jul 1985 | FRIQX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 65 | 11.51% | — | — | FRIQX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 64 | 11.52% | — | — | FRIQX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 18 | 4.54% | — | — | FRIQX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 61 | 16.64% | — | Dec 1987 | FRIQX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 37 | 10.44% | 176.32B | May 1967 | FRIQX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 61 | 10.70% | — | — | FRIQX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 36 | 10.16% | — | Nov 1997 | FRIQX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 56 | 13.16% | — | Jun 2016 | FRIQX vs FTIHX |
Often Compared With FRIQX
Investors most often compare FRIQX with PHRAX, CRARX, GREZX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare FRIQX with Any Fund or Stock
Compare FRIQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FRIQX with funds that move differently
Fidelity Advisor Real Estate Income Fund Class M alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FRIQX.
Explore FRIQX Diversifiers