FIRCX vs. SOAAX
FIRCX (Fidelity Advisor International Real Estate Fund Class C) and SOAAX (Spirit of America Real Estate Income & Growth Fund) are both REIT funds. Over the past 10 years, FIRCX returned 2.78%/yr vs 5.42%/yr for SOAAX. A 0.52 correlation means they provide meaningful diversification when combined. FIRCX charges 1.95%/yr vs 1.52%/yr for SOAAX.
Performance
FIRCX vs. SOAAX - Performance Comparison
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Returns By Period
In the year-to-date period, FIRCX achieves a -5.33% return, which is significantly lower than SOAAX's 16.02% return. Over the past 10 years, FIRCX has underperformed SOAAX with an annualized return of 2.78%, while SOAAX has yielded a comparatively higher 5.42% annualized return.
FIRCX
- 1D
- -0.83%
- 1M
- -2.74%
- YTD
- -5.33%
- 6M
- -5.14%
- 1Y
- -0.42%
- 3Y*
- 3.09%
- 5Y*
- -4.75%
- 10Y*
- 2.78%
SOAAX
- 1D
- 0.98%
- 1M
- 0.87%
- YTD
- 16.02%
- 6M
- 15.64%
- 1Y
- 14.08%
- 3Y*
- 11.08%
- 5Y*
- 3.29%
- 10Y*
- 5.42%
FIRCX vs. SOAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIRCX Fidelity Advisor International Real Estate Fund Class C | -5.33% | 21.46% | -10.40% | 3.12% | -27.41% | 10.73% | 4.48% | 26.71% | -7.09% | 25.47% |
SOAAX Spirit of America Real Estate Income & Growth Fund | 16.02% | -0.90% | 7.57% | 9.60% | -28.40% | 42.01% | -5.06% | 28.09% | -6.82% | 6.80% |
Correlation
The correlation between FIRCX and SOAAX is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Mar 1, 2006 | 0.52 |
The correlation between FIRCX and SOAAX has been stable across timeframes, ranging from 0.47 to 0.56 - a consistent structural relationship.
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Return for Risk
FIRCX vs. SOAAX — Risk / Return Rank
FIRCX
SOAAX
FIRCX vs. SOAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Real Estate Fund Class C (FIRCX) and Spirit of America Real Estate Income & Growth Fund (SOAAX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FIRCX | SOAAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.09 | ||
| Sortino ratioReturn per unit of downside risk | -1.42 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.19 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.00 | 1.86 | -1.86 |
| Martin ratioReturn relative to average drawdown | -0.00 | 5.51 | -5.52 |
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Drawdowns
FIRCX vs. SOAAX - Drawdown Comparison
The maximum FIRCX drawdown since its inception was -72.03%, smaller than the maximum SOAAX drawdown of -78.19%. Use the drawdown chart below to compare losses from any high point for FIRCX and SOAAX.
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Drawdown Indicators
| FIRCX | SOAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.03% | -78.19% | +6.16% |
Max Drawdown (1Y)Largest decline over 1 year | -14.29% | -7.74% | -6.55% |
Max Drawdown (3Y)Largest decline over 3 years | -18.41% | -19.29% | +0.88% |
Max Drawdown (5Y)Largest decline over 5 years | -38.52% | -36.03% | -2.49% |
Max Drawdown (10Y)Largest decline over 10 years | -38.52% | -41.24% | +2.72% |
Current DrawdownCurrent decline from peak | -25.28% | -2.95% | -22.33% |
Average DrawdownAverage peak-to-trough decline | -22.61% | -14.60% | -8.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.93% | 2.60% | +3.33% |
Volatility
FIRCX vs. SOAAX - Volatility Comparison
The current volatility for Fidelity Advisor International Real Estate Fund Class C (FIRCX) is 3.40%, while Spirit of America Real Estate Income & Growth Fund (SOAAX) has a volatility of 4.74%. This indicates that FIRCX experiences smaller price fluctuations and is considered to be less risky than SOAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIRCX | SOAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.40% | 4.74% | -1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 10.05% | 9.77% | +0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.24% | 13.30% | -1.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.74% | 18.25% | -4.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.61% | 19.75% | -6.14% |
FIRCX vs. SOAAX - Expense Ratio Comparison
FIRCX has a 1.95% expense ratio, which is higher than SOAAX's 1.52% expense ratio.
Dividends
FIRCX vs. SOAAX - Dividend Comparison
FIRCX's dividend yield for the trailing twelve months is around 2.27%, less than SOAAX's 9.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIRCX Fidelity Advisor International Real Estate Fund Class C | 2.27% | 2.15% | 4.38% | 0.09% | 4.20% | 4.78% | 0.85% | 3.83% | 1.44% | 1.91% | 3.61% | 2.00% |
SOAAX Spirit of America Real Estate Income & Growth Fund | 9.17% | 10.64% | 9.53% | 9.32% | 9.32% | 6.12% | 8.13% | 7.11% | 8.47% | 6.87% | 7.18% | 8.97% |
Frequently Asked Questions
FIRCX and SOAAX have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SOAAX has higher volatility (4.74%) compared to FIRCX (3.40%). In terms of maximum drawdown, FIRCX dropped -72.03% vs SOAAX's -78.19%.
SOAAX currently has the higher Sharpe Ratio (1.09 vs -0.00), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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