FRINX vs. FSRNX
Compare and contrast key facts about Fidelity Advisor Real Estate Income Fund Class A (FRINX) and Fidelity Real Estate Index Fund (FSRNX).
FRINX is managed by Fidelity. It was launched on Apr 14, 2010. FSRNX is a passively managed fund by Fidelity that tracks the performance of the MSCI US IMI Real Estate 25/25 Index. It was launched on Aug 9, 2011.
Performance
FRINX vs. FSRNX - Performance Comparison
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FRINX vs. FSRNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FRINX Fidelity Advisor Real Estate Income Fund Class A | -0.08% | 6.87% | 7.61% | 9.01% | -14.79% | 18.64% | -1.36% | 17.52% | -1.93% | 6.00% |
FSRNX Fidelity Real Estate Index Fund | -0.56% | 3.03% | 4.99% | 11.93% | -26.14% | 40.66% | -11.31% | 23.78% | -4.91% | 3.15% |
Returns By Period
In the year-to-date period, FRINX achieves a -0.08% return, which is significantly higher than FSRNX's -0.56% return. Over the past 10 years, FRINX has outperformed FSRNX with an annualized return of 5.00%, while FSRNX has yielded a comparatively lower 3.12% annualized return.
FRINX
- 1D
- 0.33%
- 1M
- -3.12%
- YTD
- -0.08%
- 6M
- 0.84%
- 1Y
- 4.05%
- 3Y*
- 7.09%
- 5Y*
- 3.61%
- 10Y*
- 5.00%
FSRNX
- 1D
- 0.44%
- 1M
- -7.86%
- YTD
- -0.56%
- 6M
- -3.07%
- 1Y
- -0.02%
- 3Y*
- 5.74%
- 5Y*
- 2.79%
- 10Y*
- 3.12%
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FRINX vs. FSRNX - Expense Ratio Comparison
FRINX has a 0.98% expense ratio, which is higher than FSRNX's 0.07% expense ratio.
Return for Risk
FRINX vs. FSRNX — Risk / Return Rank
FRINX
FSRNX
FRINX vs. FSRNX - 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 Real Estate Index Fund (FSRNX). 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 | FSRNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.05 | +0.81 |
Sortino ratioReturn per unit of downside risk | 1.16 | 0.19 | +0.97 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.03 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 0.06 | +0.96 |
Martin ratioReturn relative to average drawdown | 4.35 | 0.24 | +4.10 |
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
| FRINX | FSRNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.05 | +0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.15 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.15 | +0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.32 | +0.43 |
Correlation
The correlation between FRINX and FSRNX 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
FRINX vs. FSRNX - Dividend Comparison
FRINX's dividend yield for the trailing twelve months is around 4.40%, more than FSRNX's 2.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRINX Fidelity Advisor Real Estate Income Fund Class A | 4.40% | 4.40% | 4.41% | 4.78% | 5.80% | 1.31% | 4.53% | 5.45% | 4.89% | 4.21% | 4.77% | 3.53% |
FSRNX Fidelity Real Estate Index Fund | 2.79% | 2.77% | 2.86% | 2.84% | 2.66% | 1.25% | 3.33% | 4.52% | 3.62% | 2.27% | 3.40% | 2.57% |
Drawdowns
FRINX vs. FSRNX - Drawdown Comparison
The maximum FRINX drawdown since its inception was -34.50%, smaller than the maximum FSRNX drawdown of -44.26%. Use the drawdown chart below to compare losses from any high point for FRINX and FSRNX.
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Drawdown Indicators
| FRINX | FSRNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.50% | -44.26% | +9.76% |
Max Drawdown (1Y)Largest decline over 1 year | -4.28% | -12.45% | +8.17% |
Max Drawdown (5Y)Largest decline over 5 years | -18.30% | -34.27% | +15.97% |
Max Drawdown (10Y)Largest decline over 10 years | -34.50% | -44.26% | +9.76% |
Current DrawdownCurrent decline from peak | -3.12% | -11.07% | +7.95% |
Average DrawdownAverage peak-to-trough decline | -3.41% | -9.77% | +6.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 3.18% | -2.17% |
Volatility
FRINX vs. FSRNX - Volatility Comparison
The current volatility for Fidelity Advisor Real Estate Income Fund Class A (FRINX) is 1.55%, while Fidelity Real Estate Index Fund (FSRNX) has a volatility of 4.21%. This indicates that FRINX experiences smaller price fluctuations and is considered to be less risky than FSRNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FRINX | FSRNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.55% | 4.21% | -2.66% |
Volatility (6M)Calculated over the trailing 6-month period | 2.84% | 9.20% | -6.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.92% | 16.38% | -11.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.51% | 18.89% | -12.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.50% | 21.41% | -11.91% |