FRESX vs. FRINX
Compare and contrast key facts about Fidelity Real Estate Investment Portfolio (FRESX) and Fidelity Advisor Real Estate Income Fund Class A (FRINX).
FRESX is managed by Fidelity. It was launched on Nov 17, 1986. FRINX is managed by Fidelity. It was launched on Apr 14, 2010.
Performance
FRESX vs. FRINX - Performance Comparison
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FRESX vs. FRINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FRESX Fidelity Real Estate Investment Portfolio | 3.33% | 2.54% | 5.87% | 10.82% | -24.36% | 42.34% | -7.93% | 25.22% | -4.48% | 4.28% |
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, FRESX achieves a 3.33% return, which is significantly higher than FRINX's 0.33% return. Over the past 10 years, FRESX has underperformed FRINX with an annualized return of 4.56%, while FRINX has yielded a comparatively higher 5.05% annualized return.
FRESX
- 1D
- 1.43%
- 1M
- -6.17%
- YTD
- 3.33%
- 6M
- 2.45%
- 1Y
- 2.35%
- 3Y*
- 6.43%
- 5Y*
- 4.05%
- 10Y*
- 4.56%
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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FRESX vs. FRINX - Expense Ratio Comparison
FRESX has a 0.71% expense ratio, which is lower than FRINX's 0.98% expense ratio.
Return for Risk
FRESX vs. FRINX — Risk / Return Rank
FRESX
FRINX
FRESX vs. FRINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Real Estate Investment Portfolio (FRESX) 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.
| FRESX | FRINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 0.91 | -0.76 |
Sortino ratioReturn per unit of downside risk | 0.32 | 1.23 | -0.90 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.18 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.28 | 1.09 | -0.81 |
Martin ratioReturn relative to average drawdown | 1.07 | 4.54 | -3.46 |
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
| FRESX | FRINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 0.91 | -0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.54 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | 0.53 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.75 | -0.37 |
Correlation
The correlation between FRESX 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
FRESX vs. FRINX - Dividend Comparison
FRESX's dividend yield for the trailing twelve months is around 4.49%, more than FRINX's 4.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRESX Fidelity Real Estate Investment Portfolio | 4.49% | 4.64% | 5.58% | 6.95% | 10.16% | 3.70% | 4.77% | 6.91% | 4.23% | 4.00% | 4.90% | 6.09% |
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
FRESX vs. FRINX - Drawdown Comparison
The maximum FRESX drawdown since its inception was -76.34%, which is greater than FRINX's maximum drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for FRESX and FRINX.
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Drawdown Indicators
| FRESX | FRINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.34% | -34.50% | -41.84% |
Max Drawdown (1Y)Largest decline over 1 year | -12.24% | -4.28% | -7.96% |
Max Drawdown (5Y)Largest decline over 5 years | -32.13% | -18.30% | -13.83% |
Max Drawdown (10Y)Largest decline over 10 years | -40.93% | -34.50% | -6.43% |
Current DrawdownCurrent decline from peak | -6.17% | -2.72% | -3.45% |
Average DrawdownAverage peak-to-trough decline | -11.16% | -3.41% | -7.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 1.03% | +2.12% |
Volatility
FRESX vs. FRINX - Volatility Comparison
Fidelity Real Estate Investment Portfolio (FRESX) has a higher volatility of 4.32% compared to Fidelity Advisor Real Estate Income Fund Class A (FRINX) at 1.65%. This indicates that FRESX'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
| FRESX | FRINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.32% | 1.65% | +2.67% |
Volatility (6M)Calculated over the trailing 6-month period | 9.17% | 2.87% | +6.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.35% | 4.92% | +11.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.73% | 6.51% | +12.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.57% | 9.50% | +11.07% |