FRIRX vs. FRIFX
Compare and contrast key facts about Fidelity Advisor Real Estate Income Fund Class I (FRIRX) and Fidelity Real Estate Income Fund (FRIFX).
FRIRX is managed by Fidelity. FRIFX is managed by Fidelity. It was launched on Feb 4, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FRIRX or FRIFX.
Correlation
The correlation between FRIRX and FRIFX is 0.98, 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.
Performance
FRIRX vs. FRIFX - Performance Comparison
Key characteristics
FRIRX:
2.10
FRIFX:
2.12
FRIRX:
2.94
FRIFX:
2.97
FRIRX:
1.39
FRIFX:
1.40
FRIRX:
1.10
FRIFX:
1.10
FRIRX:
8.36
FRIFX:
8.49
FRIRX:
1.30%
FRIFX:
1.27%
FRIRX:
5.16%
FRIFX:
5.10%
FRIRX:
-34.50%
FRIFX:
-39.77%
FRIRX:
-0.78%
FRIFX:
-0.77%
Returns By Period
The year-to-date returns for both stocks are quite close, with FRIRX having a 1.77% return and FRIFX slightly lower at 1.76%. Both investments have delivered pretty close results over the past 10 years, with FRIRX having a 4.64% annualized return and FRIFX not far behind at 4.63%.
FRIRX
1.77%
1.51%
2.50%
10.18%
2.84%
4.64%
FRIFX
1.76%
1.42%
2.49%
10.12%
2.84%
4.63%
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FRIRX vs. FRIFX - Expense Ratio Comparison
Both FRIRX and FRIFX have an expense ratio of 0.71%.
Risk-Adjusted Performance
FRIRX vs. FRIFX — Risk-Adjusted Performance Rank
FRIRX
FRIFX
FRIRX vs. FRIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Real Estate Income Fund Class I (FRIRX) and Fidelity Real Estate Income Fund (FRIFX). 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
FRIRX vs. FRIFX - Dividend Comparison
FRIRX's dividend yield for the trailing twelve months is around 4.60%, which matches FRIFX's 4.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 4.60% | 4.68% | 5.01% | 4.13% | 1.33% | 4.80% | 4.39% | 4.50% | 4.40% | 4.37% | 6.40% | 10.28% |
FRIFX Fidelity Real Estate Income Fund | 4.57% | 4.65% | 4.99% | 4.10% | 1.33% | 4.77% | 4.38% | 4.47% | 4.37% | 4.30% | 6.32% | 7.55% |
Drawdowns
FRIRX vs. FRIFX - Drawdown Comparison
The maximum FRIRX drawdown since its inception was -34.50%, smaller than the maximum FRIFX drawdown of -39.77%. Use the drawdown chart below to compare losses from any high point for FRIRX and FRIFX. For additional features, visit the drawdowns tool.
Volatility
FRIRX vs. FRIFX - Volatility Comparison
Fidelity Advisor Real Estate Income Fund Class I (FRIRX) and Fidelity Real Estate Income Fund (FRIFX) have volatilities of 1.64% and 1.57%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.