FRIRX vs. CSRIX
Compare and contrast key facts about Fidelity Advisor Real Estate Income Fund Class I (FRIRX) and Cohen & Steers Institutional Realty Shares (CSRIX).
FRIRX is managed by Fidelity. CSRIX is managed by Cohen & Steers. It was launched on Feb 14, 2000.
Performance
FRIRX vs. CSRIX - Performance Comparison
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FRIRX vs. CSRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 0.41% | 7.10% | 7.89% | 9.36% | -14.59% | 18.98% | -1.08% | 17.89% | -1.81% | 6.23% |
CSRIX Cohen & Steers Institutional Realty Shares | 2.92% | 3.10% | 6.26% | 12.75% | -25.15% | 42.40% | -2.55% | 36.11% | -4.68% | 6.71% |
Returns By Period
In the year-to-date period, FRIRX achieves a 0.41% return, which is significantly lower than CSRIX's 2.92% return. Over the past 10 years, FRIRX has underperformed CSRIX with an annualized return of 5.31%, while CSRIX has yielded a comparatively higher 6.43% annualized return.
FRIRX
- 1D
- 0.41%
- 1M
- -2.56%
- YTD
- 0.41%
- 6M
- 1.15%
- 1Y
- 4.63%
- 3Y*
- 7.52%
- 5Y*
- 3.80%
- 10Y*
- 5.31%
CSRIX
- 1D
- 1.02%
- 1M
- -6.52%
- YTD
- 2.92%
- 6M
- 0.23%
- 1Y
- 2.69%
- 3Y*
- 7.46%
- 5Y*
- 4.15%
- 10Y*
- 6.43%
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FRIRX vs. CSRIX - Expense Ratio Comparison
FRIRX has a 0.71% expense ratio, which is lower than CSRIX's 0.76% expense ratio.
Return for Risk
FRIRX vs. CSRIX — Risk / Return Rank
FRIRX
CSRIX
FRIRX vs. CSRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Real Estate Income Fund Class I (FRIRX) and Cohen & Steers Institutional Realty Shares (CSRIX). 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.
| FRIRX | CSRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.18 | +0.80 |
Sortino ratioReturn per unit of downside risk | 1.30 | 0.35 | +0.95 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.05 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 0.34 | +0.80 |
Martin ratioReturn relative to average drawdown | 4.76 | 1.18 | +3.58 |
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
| FRIRX | CSRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.18 | +0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.23 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.32 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.32 | +0.47 |
Correlation
The correlation between FRIRX and CSRIX 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
FRIRX vs. CSRIX - Dividend Comparison
FRIRX's dividend yield for the trailing twelve months is around 4.60%, more than CSRIX's 2.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 4.60% | 4.62% | 4.68% | 5.01% | 6.08% | 1.48% | 4.80% | 5.70% | 5.10% | 4.43% | 5.05% | 3.69% |
CSRIX Cohen & Steers Institutional Realty Shares | 2.38% | 3.14% | 2.97% | 3.04% | 4.28% | 3.87% | 4.91% | 12.97% | 5.45% | 6.28% | 12.61% | 13.63% |
Drawdowns
FRIRX vs. CSRIX - Drawdown Comparison
The maximum FRIRX drawdown since its inception was -34.50%, smaller than the maximum CSRIX drawdown of -41.45%. Use the drawdown chart below to compare losses from any high point for FRIRX and CSRIX.
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Drawdown Indicators
| FRIRX | CSRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.50% | -41.45% | +6.95% |
Max Drawdown (1Y)Largest decline over 1 year | -4.30% | -11.41% | +7.11% |
Max Drawdown (5Y)Largest decline over 5 years | -18.18% | -31.79% | +13.61% |
Max Drawdown (10Y)Largest decline over 10 years | -34.50% | -41.45% | +6.95% |
Current DrawdownCurrent decline from peak | -2.71% | -6.52% | +3.81% |
Average DrawdownAverage peak-to-trough decline | -3.30% | -8.91% | +5.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 3.25% | -2.22% |
Volatility
FRIRX vs. CSRIX - Volatility Comparison
The current volatility for Fidelity Advisor Real Estate Income Fund Class I (FRIRX) is 1.66%, while Cohen & Steers Institutional Realty Shares (CSRIX) has a volatility of 4.43%. This indicates that FRIRX experiences smaller price fluctuations and is considered to be less risky than CSRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FRIRX | CSRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.66% | 4.43% | -2.77% |
Volatility (6M)Calculated over the trailing 6-month period | 2.84% | 9.74% | -6.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.91% | 16.03% | -11.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.53% | 18.56% | -12.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.49% | 20.48% | -10.99% |