FRIRX vs. CSSPX
Compare and contrast key facts about Fidelity Advisor Real Estate Income Fund Class I (FRIRX) and Cohen & Steers Global Realty Shares, Inc. (CSSPX).
FRIRX is managed by Fidelity. CSSPX is managed by T. Rowe Price. It was launched on May 7, 1997.
Performance
FRIRX vs. CSSPX - Performance Comparison
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FRIRX vs. CSSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 0.00% | 7.10% | 7.89% | 9.36% | -14.59% | 18.98% | -1.08% | 17.89% | -1.81% | 6.23% |
CSSPX Cohen & Steers Global Realty Shares, Inc. | -0.28% | 10.61% | 0.84% | 10.75% | -25.08% | 26.46% | -2.35% | 24.80% | -3.86% | 12.95% |
Returns By Period
Over the past 10 years, FRIRX has outperformed CSSPX with an annualized return of 5.26%, while CSSPX has yielded a comparatively lower 4.51% annualized return.
FRIRX
- 1D
- 0.33%
- 1M
- -3.11%
- YTD
- 0.00%
- 6M
- 0.98%
- 1Y
- 4.37%
- 3Y*
- 7.38%
- 5Y*
- 3.90%
- 10Y*
- 5.26%
CSSPX
- 1D
- 0.30%
- 1M
- -9.79%
- YTD
- -0.28%
- 6M
- -0.90%
- 1Y
- 8.52%
- 3Y*
- 6.71%
- 5Y*
- 2.06%
- 10Y*
- 4.51%
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FRIRX vs. CSSPX - Expense Ratio Comparison
FRIRX has a 0.71% expense ratio, which is lower than CSSPX's 0.90% expense ratio.
Return for Risk
FRIRX vs. CSSPX — Risk / Return Rank
FRIRX
CSSPX
FRIRX vs. CSSPX - 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 Global Realty Shares, Inc. (CSSPX). 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 | CSSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.63 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.21 | 0.94 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.13 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 0.80 | +0.29 |
Martin ratioReturn relative to average drawdown | 4.66 | 3.16 | +1.49 |
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 | CSSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.63 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.13 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.27 | +0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.33 | +0.46 |
Correlation
The correlation between FRIRX and CSSPX is 0.85, 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. CSSPX - Dividend Comparison
FRIRX's dividend yield for the trailing twelve months is around 4.62%, more than CSSPX's 3.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 4.62% | 4.62% | 4.68% | 5.01% | 6.08% | 1.48% | 4.80% | 5.70% | 5.10% | 4.43% | 5.05% | 3.69% |
CSSPX Cohen & Steers Global Realty Shares, Inc. | 3.47% | 3.46% | 2.78% | 2.85% | 3.02% | 3.21% | 2.41% | 8.61% | 3.95% | 2.79% | 6.89% | 2.68% |
Drawdowns
FRIRX vs. CSSPX - Drawdown Comparison
The maximum FRIRX drawdown since its inception was -34.50%, smaller than the maximum CSSPX drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for FRIRX and CSSPX.
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Drawdown Indicators
| FRIRX | CSSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.50% | -40.47% | +5.97% |
Max Drawdown (1Y)Largest decline over 1 year | -4.30% | -10.29% | +5.99% |
Max Drawdown (5Y)Largest decline over 5 years | -18.18% | -32.72% | +14.54% |
Max Drawdown (10Y)Largest decline over 10 years | -34.50% | -40.47% | +5.97% |
Current DrawdownCurrent decline from peak | -3.11% | -9.79% | +6.68% |
Average DrawdownAverage peak-to-trough decline | -3.30% | -8.47% | +5.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 2.61% | -1.60% |
Volatility
FRIRX vs. CSSPX - Volatility Comparison
The current volatility for Fidelity Advisor Real Estate Income Fund Class I (FRIRX) is 1.57%, while Cohen & Steers Global Realty Shares, Inc. (CSSPX) has a volatility of 4.06%. This indicates that FRIRX experiences smaller price fluctuations and is considered to be less risky than CSSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FRIRX | CSSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.57% | 4.06% | -2.49% |
Volatility (6M)Calculated over the trailing 6-month period | 2.81% | 8.24% | -5.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.91% | 13.99% | -9.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.53% | 15.87% | -9.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.49% | 16.99% | -7.50% |