AIGYX vs. FRIRX
Compare and contrast key facts about abrdn Realty Income & Growth Fund (AIGYX) and Fidelity Advisor Real Estate Income Fund Class I (FRIRX).
AIGYX is managed by Aberdeen. It was launched on Dec 29, 1998. FRIRX is managed by Fidelity.
Performance
AIGYX vs. FRIRX - Performance Comparison
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AIGYX vs. FRIRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIGYX abrdn Realty Income & Growth Fund | 6.07% | 4.20% | 9.61% | 13.34% | -24.99% | 62.09% | -6.59% | 27.80% | -7.59% | 8.52% |
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 0.41% | 7.10% | 7.89% | 9.36% | -14.59% | 18.98% | -1.08% | 17.89% | -1.81% | 6.23% |
Returns By Period
In the year-to-date period, AIGYX achieves a 6.07% return, which is significantly higher than FRIRX's 0.41% return. Over the past 10 years, AIGYX has outperformed FRIRX with an annualized return of 7.54%, while FRIRX has yielded a comparatively lower 5.31% annualized return.
AIGYX
- 1D
- 1.49%
- 1M
- -6.16%
- YTD
- 6.07%
- 6M
- 5.14%
- 1Y
- 10.06%
- 3Y*
- 10.00%
- 5Y*
- 8.96%
- 10Y*
- 7.54%
FRIRX
- 1D
- 0.41%
- 1M
- -2.56%
- YTD
- 0.41%
- 6M
- 1.15%
- 1Y
- 4.63%
- 3Y*
- 7.52%
- 5Y*
- 3.80%
- 10Y*
- 5.31%
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AIGYX vs. FRIRX - Expense Ratio Comparison
AIGYX has a 1.01% expense ratio, which is higher than FRIRX's 0.71% expense ratio.
Return for Risk
AIGYX vs. FRIRX — Risk / Return Rank
AIGYX
FRIRX
AIGYX vs. FRIRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn Realty Income & Growth Fund (AIGYX) and Fidelity Advisor Real Estate Income Fund Class I (FRIRX). 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.
| AIGYX | FRIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.98 | -0.35 |
Sortino ratioReturn per unit of downside risk | 0.96 | 1.30 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.19 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 1.14 | -0.23 |
Martin ratioReturn relative to average drawdown | 4.05 | 4.76 | -0.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AIGYX | FRIRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.98 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.59 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.56 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.79 | -0.41 |
Correlation
The correlation between AIGYX and FRIRX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AIGYX vs. FRIRX - Dividend Comparison
AIGYX's dividend yield for the trailing twelve months is around 7.97%, more than FRIRX's 4.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIGYX abrdn Realty Income & Growth Fund | 7.97% | 8.43% | 12.69% | 4.01% | 8.97% | 27.57% | 16.28% | 18.30% | 49.34% | 5.85% | 5.48% | 4.69% |
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 4.60% | 4.62% | 4.68% | 5.01% | 6.08% | 1.48% | 4.80% | 5.70% | 5.10% | 4.43% | 5.05% | 3.69% |
Drawdowns
AIGYX vs. FRIRX - Drawdown Comparison
The maximum AIGYX drawdown since its inception was -79.94%, which is greater than FRIRX's maximum drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for AIGYX and FRIRX.
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Drawdown Indicators
| AIGYX | FRIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.94% | -34.50% | -45.44% |
Max Drawdown (1Y)Largest decline over 1 year | -12.30% | -4.30% | -8.00% |
Max Drawdown (5Y)Largest decline over 5 years | -31.20% | -18.18% | -13.02% |
Max Drawdown (10Y)Largest decline over 10 years | -43.10% | -34.50% | -8.60% |
Current DrawdownCurrent decline from peak | -6.16% | -2.71% | -3.45% |
Average DrawdownAverage peak-to-trough decline | -12.49% | -3.30% | -9.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 1.03% | +1.73% |
Volatility
AIGYX vs. FRIRX - Volatility Comparison
abrdn Realty Income & Growth Fund (AIGYX) has a higher volatility of 4.64% compared to Fidelity Advisor Real Estate Income Fund Class I (FRIRX) at 1.66%. This indicates that AIGYX's price experiences larger fluctuations and is considered to be riskier than FRIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIGYX | FRIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.64% | 1.66% | +2.98% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 2.84% | +6.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.14% | 4.91% | +11.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.72% | 6.53% | +14.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.94% | 9.49% | +12.45% |