FRINX vs. FRESX

In the year-to-date period, FRINX achieves a 1.27% return, which is significantly lower than FRESX's 1.55% return. Over the past 10 years, FRINX has outperformed FRESX with an annualized return of 4.32%, while FRESX has yielded a comparatively lower 1.89% annualized return.

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FRINX has a 0.98% expense ratio, which is higher than FRESX's 0.71% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Real Estate Income Fund Class A (FRINX) and Fidelity Real Estate Investment Portfolio (FRESX). 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.

The current FRINX Sharpe Ratio is 1.42, which is higher than the FRESX Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of FRINX and FRESX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FRINX's dividend yield for the trailing twelve months is around 4.35%, more than FRESX's 2.07% yield.

The maximum FRINX drawdown since its inception was -34.50%, smaller than the maximum FRESX drawdown of -75.98%. Use the drawdown chart below to compare losses from any high point for FRINX and FRESX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Advisor Real Estate Income Fund Class A (FRINX) is 1.45%, while Fidelity Real Estate Investment Portfolio (FRESX) has a volatility of 4.48%. This indicates that FRINX experiences smaller price fluctuations and is considered to be less risky than FRESX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.