FRIRX vs. FRINX
Compare and contrast key facts about Fidelity Advisor Real Estate Income Fund Class I (FRIRX) and Fidelity Advisor Real Estate Income Fund Class A (FRINX).
FRIRX is managed by Fidelity. FRINX is managed by Fidelity. It was launched on Apr 14, 2010.
Performance
FRIRX vs. FRINX - Performance Comparison
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FRIRX vs. FRINX - 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% |
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% | -1.93% | 6.00% |
Returns By Period
In the year-to-date period, FRIRX achieves a 0.41% return, which is significantly higher than FRINX's 0.33% return. Both investments have delivered pretty close results over the past 10 years, with FRIRX having a 5.31% annualized return and FRINX not far behind at 5.05%.
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%
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%
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FRIRX vs. FRINX - Expense Ratio Comparison
FRIRX has a 0.71% expense ratio, which is lower than FRINX's 0.98% expense ratio.
Return for Risk
FRIRX vs. FRINX — Risk / Return Rank
FRIRX
FRINX
FRIRX vs. FRINX - 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 Fidelity Advisor Real Estate Income Fund Class A (FRINX). 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 | FRINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.91 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.23 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.18 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 1.09 | +0.05 |
Martin ratioReturn relative to average drawdown | 4.76 | 4.54 | +0.22 |
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 | FRINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.91 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.54 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.53 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.75 | +0.04 |
Correlation
The correlation between FRIRX and FRINX 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.
Dividends
FRIRX vs. FRINX - Dividend Comparison
FRIRX's dividend yield for the trailing twelve months is around 4.60%, more than FRINX's 4.38% 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% |
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% |
Drawdowns
FRIRX vs. FRINX - Drawdown Comparison
The maximum FRIRX drawdown since its inception was -34.50%, roughly equal to the maximum FRINX drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for FRIRX and FRINX.
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Drawdown Indicators
| FRIRX | FRINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.50% | -34.50% | 0.00% |
Max Drawdown (1Y)Largest decline over 1 year | -4.30% | -4.28% | -0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -18.18% | -18.30% | +0.12% |
Max Drawdown (10Y)Largest decline over 10 years | -34.50% | -34.50% | 0.00% |
Current DrawdownCurrent decline from peak | -2.71% | -2.72% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -3.30% | -3.41% | +0.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 1.03% | 0.00% |
Volatility
FRIRX vs. FRINX - Volatility Comparison
Fidelity Advisor Real Estate Income Fund Class I (FRIRX) and Fidelity Advisor Real Estate Income Fund Class A (FRINX) have volatilities of 1.66% and 1.65%, 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.
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Volatility by Period
| FRIRX | FRINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.66% | 1.65% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 2.84% | 2.87% | -0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.91% | 4.92% | -0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.53% | 6.51% | +0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.49% | 9.50% | -0.01% |