FRIRX vs. JIREX
Compare and contrast key facts about Fidelity Advisor Real Estate Income Fund Class I (FRIRX) and JHancock Real Estate Securities Fund (JIREX).
FRIRX is managed by Fidelity. JIREX is managed by John Hancock. It was launched on Oct 14, 2005.
Performance
FRIRX vs. JIREX - Performance Comparison
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FRIRX vs. JIREX - 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% |
JIREX JHancock Real Estate Securities Fund | 3.94% | -1.14% | 10.74% | 12.94% | -28.64% | 46.44% | -5.53% | 29.33% | -3.46% | 4.72% |
Returns By Period
In the year-to-date period, FRIRX achieves a 0.41% return, which is significantly lower than JIREX's 3.94% return. Over the past 10 years, FRIRX has outperformed JIREX with an annualized return of 5.31%, while JIREX has yielded a comparatively lower 4.86% 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%
JIREX
- 1D
- 1.61%
- 1M
- -5.87%
- YTD
- 3.94%
- 6M
- 1.77%
- 1Y
- 3.94%
- 3Y*
- 7.69%
- 5Y*
- 4.04%
- 10Y*
- 4.86%
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FRIRX vs. JIREX - Expense Ratio Comparison
FRIRX has a 0.71% expense ratio, which is lower than JIREX's 0.85% expense ratio.
Return for Risk
FRIRX vs. JIREX — Risk / Return Rank
FRIRX
JIREX
FRIRX vs. JIREX - 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 JHancock Real Estate Securities Fund (JIREX). 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 | JIREX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.27 | +0.71 |
Sortino ratioReturn per unit of downside risk | 1.30 | 0.52 | +0.78 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.07 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 0.12 | +1.02 |
Martin ratioReturn relative to average drawdown | 4.76 | 0.41 | +4.35 |
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 | JIREX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.27 | +0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.22 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.24 | +0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.22 | +0.57 |
Correlation
The correlation between FRIRX and JIREX is 0.88, 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. JIREX - Dividend Comparison
FRIRX's dividend yield for the trailing twelve months is around 4.60%, while JIREX has not paid dividends to shareholders.
| 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% |
JIREX JHancock Real Estate Securities Fund | 0.00% | 0.00% | 1.99% | 2.37% | 13.80% | 11.82% | 1.92% | 8.80% | 4.66% | 5.89% | 8.70% | 12.72% |
Drawdowns
FRIRX vs. JIREX - Drawdown Comparison
The maximum FRIRX drawdown since its inception was -34.50%, smaller than the maximum JIREX drawdown of -73.35%. Use the drawdown chart below to compare losses from any high point for FRIRX and JIREX.
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Drawdown Indicators
| FRIRX | JIREX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.50% | -73.35% | +38.85% |
Max Drawdown (1Y)Largest decline over 1 year | -4.30% | -12.99% | +8.69% |
Max Drawdown (5Y)Largest decline over 5 years | -18.18% | -34.41% | +16.23% |
Max Drawdown (10Y)Largest decline over 10 years | -34.50% | -41.23% | +6.73% |
Current DrawdownCurrent decline from peak | -2.71% | -8.29% | +5.58% |
Average DrawdownAverage peak-to-trough decline | -3.30% | -14.91% | +11.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 4.95% | -3.92% |
Volatility
FRIRX vs. JIREX - Volatility Comparison
The current volatility for Fidelity Advisor Real Estate Income Fund Class I (FRIRX) is 1.66%, while JHancock Real Estate Securities Fund (JIREX) has a volatility of 4.16%. This indicates that FRIRX experiences smaller price fluctuations and is considered to be less risky than JIREX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FRIRX | JIREX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.66% | 4.16% | -2.50% |
Volatility (6M)Calculated over the trailing 6-month period | 2.84% | 9.51% | -6.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.91% | 18.66% | -13.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.53% | 19.18% | -12.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.49% | 21.02% | -11.53% |