FRINX vs. FZROX
Compare and contrast key facts about Fidelity Advisor Real Estate Income Fund Class A (FRINX) and Fidelity ZERO Total Market Index Fund (FZROX).
FRINX is managed by Fidelity. It was launched on Apr 14, 2010. FZROX is managed by Fidelity.
Performance
FRINX vs. FZROX - Performance Comparison
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FRINX vs. FZROX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FRINX Fidelity Advisor Real Estate Income Fund Class A | 0.33% | 6.87% | 7.61% | 9.01% | -14.79% | 18.64% | -1.36% | 17.52% | -4.25% |
FZROX Fidelity ZERO Total Market Index Fund | -3.98% | 17.23% | 23.94% | 26.20% | -19.21% | 26.00% | 20.51% | 31.15% | -12.72% |
Returns By Period
In the year-to-date period, FRINX achieves a 0.33% return, which is significantly higher than FZROX's -3.98% return.
FRINX
- 1D
- 0.41%
- 1M
- -2.65%
- YTD
- 0.33%
- 6M
- 1.01%
- 1Y
- 4.31%
- 3Y*
- 7.24%
- 5Y*
- 3.51%
- 10Y*
- 5.05%
FZROX
- 1D
- 2.99%
- 1M
- -5.06%
- YTD
- -3.98%
- 6M
- -1.97%
- 1Y
- 17.77%
- 3Y*
- 17.96%
- 5Y*
- 10.74%
- 10Y*
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FRINX vs. FZROX - Expense Ratio Comparison
FRINX has a 0.98% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Return for Risk
FRINX vs. FZROX — Risk / Return Rank
FRINX
FZROX
FRINX vs. FZROX - 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 ZERO Total Market Index Fund (FZROX). 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 | FZROX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.98 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.23 | 1.50 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.09 | 1.51 | -0.43 |
Martin ratioReturn relative to average drawdown | 4.54 | 7.28 | -2.74 |
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 | FZROX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.98 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.62 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.63 | +0.12 |
Correlation
The correlation between FRINX and FZROX 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.
Dividends
FRINX vs. FZROX - Dividend Comparison
FRINX's dividend yield for the trailing twelve months is around 4.38%, more than FZROX's 1.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRINX Fidelity Advisor Real Estate Income Fund Class A | 4.38% | 4.40% | 4.41% | 4.78% | 5.80% | 1.31% | 4.53% | 5.45% | 4.89% | 4.21% | 4.77% | 3.53% |
FZROX Fidelity ZERO Total Market Index Fund | 1.07% | 1.02% | 1.16% | 1.36% | 1.57% | 1.25% | 1.27% | 1.51% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FRINX vs. FZROX - Drawdown Comparison
The maximum FRINX drawdown since its inception was -34.50%, roughly equal to the maximum FZROX drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for FRINX and FZROX.
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Drawdown Indicators
| FRINX | FZROX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.50% | -34.96% | +0.46% |
Max Drawdown (1Y)Largest decline over 1 year | -4.28% | -12.44% | +8.16% |
Max Drawdown (5Y)Largest decline over 5 years | -18.30% | -25.12% | +6.82% |
Max Drawdown (10Y)Largest decline over 10 years | -34.50% | — | — |
Current DrawdownCurrent decline from peak | -2.72% | -6.16% | +3.44% |
Average DrawdownAverage peak-to-trough decline | -3.41% | -5.61% | +2.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 2.58% | -1.55% |
Volatility
FRINX vs. FZROX - Volatility Comparison
The current volatility for Fidelity Advisor Real Estate Income Fund Class A (FRINX) is 1.65%, while Fidelity ZERO Total Market Index Fund (FZROX) has a volatility of 5.52%. This indicates that FRINX experiences smaller price fluctuations and is considered to be less risky than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FRINX | FZROX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.65% | 5.52% | -3.87% |
Volatility (6M)Calculated over the trailing 6-month period | 2.87% | 9.81% | -6.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.92% | 18.68% | -13.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.51% | 17.45% | -10.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.50% | 20.28% | -10.78% |