BIREX vs. FRINX
Compare and contrast key facts about BlackRock Real Estate Securities Fund (BIREX) and Fidelity Advisor Real Estate Income Fund Class A (FRINX).
BIREX is managed by BlackRock. It was launched on Sep 28, 2012. FRINX is managed by Fidelity. It was launched on Apr 14, 2010.
Performance
BIREX vs. FRINX - Performance Comparison
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BIREX vs. FRINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIREX BlackRock Real Estate Securities Fund | 3.71% | 3.08% | 3.75% | 13.57% | -27.58% | 46.24% | -4.17% | 27.75% | -2.95% | 6.19% |
FRINX Fidelity Advisor Real Estate Income Fund Class A | 0.33% | 6.87% | 7.61% | 9.01% | -14.79% | 18.64% | -1.36% | 17.52% | -1.93% | 6.00% |
Returns By Period
In the year-to-date period, BIREX achieves a 3.71% return, which is significantly higher than FRINX's 0.33% return. Over the past 10 years, BIREX has outperformed FRINX with an annualized return of 5.63%, while FRINX has yielded a comparatively lower 5.05% annualized return.
BIREX
- 1D
- 1.59%
- 1M
- -6.33%
- YTD
- 3.71%
- 6M
- 1.99%
- 1Y
- 4.64%
- 3Y*
- 7.17%
- 5Y*
- 3.58%
- 10Y*
- 5.63%
FRINX
- 1D
- 0.41%
- 1M
- -2.65%
- YTD
- 0.33%
- 6M
- 1.01%
- 1Y
- 4.31%
- 3Y*
- 7.24%
- 5Y*
- 3.51%
- 10Y*
- 5.05%
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BIREX vs. FRINX - Expense Ratio Comparison
BIREX has a 0.75% expense ratio, which is lower than FRINX's 0.98% expense ratio.
Return for Risk
BIREX vs. FRINX — Risk / Return Rank
BIREX
FRINX
BIREX vs. FRINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Real Estate Securities Fund (BIREX) and Fidelity Advisor Real Estate Income Fund Class A (FRINX). 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.
| BIREX | FRINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.91 | -0.62 |
Sortino ratioReturn per unit of downside risk | 0.50 | 1.23 | -0.73 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.18 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.47 | 1.09 | -0.62 |
Martin ratioReturn relative to average drawdown | 1.94 | 4.54 | -2.59 |
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
| BIREX | FRINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.91 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.54 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.53 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.75 | -0.39 |
Correlation
The correlation between BIREX and FRINX 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
BIREX vs. FRINX - Dividend Comparison
BIREX's dividend yield for the trailing twelve months is around 2.87%, less than FRINX's 4.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIREX BlackRock Real Estate Securities Fund | 2.87% | 2.98% | 2.88% | 2.87% | 4.36% | 1.63% | 2.16% | 1.93% | 3.07% | 9.88% | 6.72% | 6.75% |
FRINX Fidelity Advisor Real Estate Income Fund Class A | 4.38% | 4.40% | 4.41% | 4.78% | 5.80% | 1.31% | 4.53% | 5.45% | 4.89% | 4.21% | 4.77% | 3.53% |
Drawdowns
BIREX vs. FRINX - Drawdown Comparison
The maximum BIREX drawdown since its inception was -41.92%, which is greater than FRINX's maximum drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for BIREX and FRINX.
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Drawdown Indicators
| BIREX | FRINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.92% | -34.50% | -7.42% |
Max Drawdown (1Y)Largest decline over 1 year | -12.09% | -4.28% | -7.81% |
Max Drawdown (5Y)Largest decline over 5 years | -34.76% | -18.30% | -16.46% |
Max Drawdown (10Y)Largest decline over 10 years | -41.92% | -34.50% | -7.42% |
Current DrawdownCurrent decline from peak | -8.78% | -2.72% | -6.06% |
Average DrawdownAverage peak-to-trough decline | -9.83% | -3.41% | -6.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 1.03% | +1.89% |
Volatility
BIREX vs. FRINX - Volatility Comparison
BlackRock Real Estate Securities Fund (BIREX) has a higher volatility of 4.53% compared to Fidelity Advisor Real Estate Income Fund Class A (FRINX) at 1.65%. This indicates that BIREX's price experiences larger fluctuations and is considered to be riskier than FRINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIREX | FRINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 1.65% | +2.88% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 2.87% | +6.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.08% | 4.92% | +11.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.77% | 6.51% | +12.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.89% | 9.50% | +11.39% |