FRIFX vs. FRIRX
Compare and contrast key facts about Fidelity Real Estate Income Fund (FRIFX) and Fidelity Advisor Real Estate Income Fund Class I (FRIRX).
FRIFX is managed by Fidelity. It was launched on Feb 4, 2003. FRIRX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FRIFX or FRIRX.
Correlation
The correlation between FRIFX and FRIRX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FRIFX vs. FRIRX - Performance Comparison
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Key characteristics
FRIFX:
1.64
FRIRX:
1.63
FRIFX:
2.30
FRIRX:
2.24
FRIFX:
1.32
FRIRX:
1.31
FRIFX:
1.17
FRIRX:
1.16
FRIFX:
6.47
FRIRX:
6.36
FRIFX:
1.44%
FRIRX:
1.46%
FRIFX:
5.59%
FRIRX:
5.64%
FRIFX:
-39.77%
FRIRX:
-34.50%
FRIFX:
-1.61%
FRIRX:
-1.55%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with FRIFX at 1.93% and FRIRX at 1.93%. Both investments have delivered pretty close results over the past 10 years, with FRIFX having a 4.75% annualized return and FRIRX not far ahead at 4.76%.
FRIFX
1.93%
3.17%
0.30%
9.25%
8.17%
4.75%
FRIRX
1.93%
3.27%
0.38%
9.29%
8.18%
4.76%
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FRIFX vs. FRIRX - Expense Ratio Comparison
Both FRIFX and FRIRX have an expense ratio of 0.71%.
Risk-Adjusted Performance
FRIFX vs. FRIRX — Risk-Adjusted Performance Rank
FRIFX
FRIRX
FRIFX vs. FRIRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Real Estate Income Fund (FRIFX) 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.
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Dividends
FRIFX vs. FRIRX - Dividend Comparison
FRIFX's dividend yield for the trailing twelve months is around 4.61%, which matches FRIRX's 4.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRIFX Fidelity Real Estate Income Fund | 4.61% | 4.65% | 4.99% | 4.10% | 1.33% | 4.77% | 4.38% | 4.47% | 4.37% | 4.30% | 6.32% | 7.55% |
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 4.61% | 4.68% | 5.01% | 6.08% | 1.48% | 4.80% | 5.70% | 6.36% | 5.51% | 5.05% | 6.76% | 10.28% |
Drawdowns
FRIFX vs. FRIRX - Drawdown Comparison
The maximum FRIFX drawdown since its inception was -39.77%, which is greater than FRIRX's maximum drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for FRIFX and FRIRX. For additional features, visit the drawdowns tool.
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Volatility
FRIFX vs. FRIRX - Volatility Comparison
Fidelity Real Estate Income Fund (FRIFX) and Fidelity Advisor Real Estate Income Fund Class I (FRIRX) have volatilities of 1.66% and 1.68%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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