FRINX vs. FSREX
Compare and contrast key facts about Fidelity Advisor Real Estate Income Fund Class A (FRINX) and Fidelity Series Real Estate Income Fund (FSREX).
FRINX is managed by Fidelity. It was launched on Apr 14, 2010. FSREX is managed by Fidelity. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FRINX or FSREX.
Performance
FRINX vs. FSREX - Performance Comparison
Returns By Period
In the year-to-date period, FRINX achieves a 8.56% return, which is significantly lower than FSREX's 9.62% return. Over the past 10 years, FRINX has outperformed FSREX with an annualized return of 5.56%, while FSREX has yielded a comparatively lower 5.00% annualized return.
FRINX
8.56%
-0.58%
7.11%
15.25%
3.68%
5.56%
FSREX
9.62%
-0.50%
5.66%
14.75%
3.31%
5.00%
Key characteristics
| FRINX | FSREX | |
|---|---|---|
| Sharpe Ratio | 2.84 | 4.25 |
| Sortino Ratio | 4.13 | 6.65 |
| Omega Ratio | 1.56 | 1.91 |
| Calmar Ratio | 1.21 | 1.27 |
| Martin Ratio | 15.69 | 32.13 |
| Ulcer Index | 0.97% | 0.46% |
| Daily Std Dev | 5.34% | 3.47% |
| Max Drawdown | -34.50% | -32.02% |
| Current Drawdown | -1.80% | -1.09% |
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FRINX vs. FSREX - Expense Ratio Comparison
FRINX has a 0.98% expense ratio, which is higher than FSREX's 0.00% expense ratio.
Correlation
The correlation between FRINX and FSREX is 0.91, 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.
Risk-Adjusted Performance
FRINX vs. FSREX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Real Estate Income Fund Class A (FRINX) and Fidelity Series Real Estate Income Fund (FSREX). 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.
Dividends
FRINX vs. FSREX - Dividend Comparison
FRINX's dividend yield for the trailing twelve months is around 4.34%, less than FSREX's 6.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRINX Fidelity Advisor Real Estate Income Fund Class A | 4.34% | 4.78% | 3.84% | 1.17% | 4.53% | 4.14% | 4.21% | 4.11% | 4.09% | 6.09% | 9.87% | 9.99% |
FSREX Fidelity Series Real Estate Income Fund | 6.28% | 7.43% | 6.58% | 2.82% | 5.62% | 5.53% | 5.69% | 5.53% | 4.89% | 9.37% | 9.40% | 8.54% |
Drawdowns
FRINX vs. FSREX - Drawdown Comparison
The maximum FRINX drawdown since its inception was -34.50%, which is greater than FSREX's maximum drawdown of -32.02%. Use the drawdown chart below to compare losses from any high point for FRINX and FSREX. For additional features, visit the drawdowns tool.
Volatility
FRINX vs. FSREX - Volatility Comparison
Fidelity Advisor Real Estate Income Fund Class A (FRINX) has a higher volatility of 1.44% compared to Fidelity Series Real Estate Income Fund (FSREX) at 0.96%. This indicates that FRINX's price experiences larger fluctuations and is considered to be riskier than FSREX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.