FRINX vs. FRIOX
Compare and contrast key facts about Fidelity Advisor Real Estate Income Fund Class A (FRINX) and Fidelity Advisor Real Estate Income Fund Class C (FRIOX).
FRINX is managed by Fidelity. It was launched on Apr 14, 2010. FRIOX is managed by Fidelity. It was launched on Apr 14, 2010.
Performance
FRINX vs. FRIOX - Performance Comparison
Loading graphics...
FRINX vs. FRIOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FRINX Fidelity Advisor Real Estate Income Fund Class A | 0.25% | 6.87% | 7.61% | 9.01% | -14.79% | 18.64% | -1.36% | 17.52% | -1.93% | 6.00% |
FRIOX Fidelity Advisor Real Estate Income Fund Class C | 0.25% | 6.06% | 6.79% | 8.31% | -15.51% | 17.80% | -2.13% | 16.74% | -2.56% | 5.39% |
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with FRINX at 0.25% and FRIOX at 0.25%. Over the past 10 years, FRINX has outperformed FRIOX with an annualized return of 5.05%, while FRIOX has yielded a comparatively lower 4.33% annualized return.
FRINX
- 1D
- 0.41%
- 1M
- -2.57%
- YTD
- 0.25%
- 6M
- 0.94%
- 1Y
- 4.91%
- 3Y*
- 7.18%
- 5Y*
- 3.49%
- 10Y*
- 5.05%
FRIOX
- 1D
- 0.51%
- 1M
- -2.45%
- YTD
- 0.25%
- 6M
- 0.76%
- 1Y
- 4.36%
- 3Y*
- 6.46%
- 5Y*
- 2.78%
- 10Y*
- 4.33%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FRINX vs. FRIOX - Expense Ratio Comparison
FRINX has a 0.98% expense ratio, which is lower than FRIOX's 1.72% expense ratio.
Return for Risk
FRINX vs. FRIOX — Risk / Return Rank
FRINX
FRIOX
FRINX vs. FRIOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Real Estate Income Fund Class A (FRINX) and Fidelity Advisor Real Estate Income Fund Class C (FRIOX). 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.
| FRINX | FRIOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.74 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.15 | 0.99 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.14 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 0.86 | +0.13 |
Martin ratioReturn relative to average drawdown | 3.98 | 3.42 | +0.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FRINX | FRIOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.74 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.43 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.46 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.66 | +0.09 |
Correlation
The correlation between FRINX and FRIOX is 0.98, 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
FRINX vs. FRIOX - Dividend Comparison
FRINX's dividend yield for the trailing twelve months is around 4.39%, more than FRIOX's 3.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRINX Fidelity Advisor Real Estate Income Fund Class A | 4.39% | 4.40% | 4.41% | 4.78% | 5.80% | 1.31% | 4.53% | 5.45% | 4.89% | 4.21% | 4.77% | 3.53% |
FRIOX Fidelity Advisor Real Estate Income Fund Class C | 3.67% | 3.68% | 3.68% | 4.09% | 5.00% | 1.02% | 3.92% | 4.76% | 4.46% | 3.69% | 4.05% | 3.11% |
Drawdowns
FRINX vs. FRIOX - Drawdown Comparison
The maximum FRINX drawdown since its inception was -34.50%, roughly equal to the maximum FRIOX drawdown of -34.54%. Use the drawdown chart below to compare losses from any high point for FRINX and FRIOX.
Loading graphics...
Drawdown Indicators
| FRINX | FRIOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.50% | -34.54% | +0.04% |
Max Drawdown (1Y)Largest decline over 1 year | -3.45% | -3.51% | +0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -18.30% | -18.83% | +0.53% |
Max Drawdown (10Y)Largest decline over 10 years | -34.50% | -34.54% | +0.04% |
Current DrawdownCurrent decline from peak | -2.80% | -2.69% | -0.11% |
Average DrawdownAverage peak-to-trough decline | -3.41% | -3.66% | +0.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.06% | 1.09% | -0.03% |
Volatility
FRINX vs. FRIOX - Volatility Comparison
Fidelity Advisor Real Estate Income Fund Class A (FRINX) and Fidelity Advisor Real Estate Income Fund Class C (FRIOX) have volatilities of 1.77% and 1.86%, 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.
Loading graphics...
Volatility by Period
| FRINX | FRIOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.77% | 1.86% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 2.93% | 2.95% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.96% | 4.97% | -0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.51% | 6.52% | -0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.50% | 9.49% | +0.01% |