FSREX vs. FRINX
Compare and contrast key facts about Fidelity Series Real Estate Income Fund (FSREX) and Fidelity Advisor Real Estate Income Fund Class A (FRINX).
FSREX is managed by Fidelity. It was launched on Oct 20, 2011. FRINX is managed by Fidelity. It was launched on Apr 14, 2010.
Performance
FSREX vs. FRINX - Performance Comparison
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FSREX vs. FRINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSREX Fidelity Series Real Estate Income Fund | -0.30% | 8.93% | 9.87% | 8.29% | -11.78% | 15.78% | 0.58% | 16.02% | -0.73% | 5.91% |
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, FSREX achieves a -0.30% return, which is significantly lower than FRINX's 0.33% return. Over the past 10 years, FSREX has outperformed FRINX with an annualized return of 5.44%, while FRINX has yielded a comparatively lower 5.05% annualized return.
FSREX
- 1D
- 0.10%
- 1M
- -1.38%
- YTD
- -0.30%
- 6M
- 0.55%
- 1Y
- 5.89%
- 3Y*
- 8.37%
- 5Y*
- 4.48%
- 10Y*
- 5.44%
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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FSREX vs. FRINX - Expense Ratio Comparison
FSREX has a 0.00% expense ratio, which is lower than FRINX's 0.98% expense ratio.
Return for Risk
FSREX vs. FRINX — Risk / Return Rank
FSREX
FRINX
FSREX vs. FRINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Real Estate Income Fund (FSREX) 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.
| FSREX | FRINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.03 | 0.91 | +1.12 |
Sortino ratioReturn per unit of downside risk | 2.80 | 1.23 | +1.57 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.18 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 2.07 | 1.09 | +0.98 |
Martin ratioReturn relative to average drawdown | 9.72 | 4.54 | +5.18 |
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
| FSREX | FRINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.03 | 0.91 | +1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.94 | 0.54 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.53 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 0.75 | +0.19 |
Correlation
The correlation between FSREX and FRINX 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
FSREX vs. FRINX - Dividend Comparison
FSREX's dividend yield for the trailing twelve months is around 5.68%, more than FRINX's 4.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSREX Fidelity Series Real Estate Income Fund | 5.68% | 5.64% | 6.05% | 7.43% | 9.99% | 3.58% | 6.24% | 6.62% | 5.87% | 5.49% | 5.22% | 4.33% |
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
FSREX vs. FRINX - Drawdown Comparison
The maximum FSREX drawdown since its inception was -32.02%, smaller than the maximum FRINX drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for FSREX and FRINX.
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Drawdown Indicators
| FSREX | FRINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.02% | -34.50% | +2.48% |
Max Drawdown (1Y)Largest decline over 1 year | -2.90% | -4.28% | +1.38% |
Max Drawdown (5Y)Largest decline over 5 years | -15.22% | -18.30% | +3.08% |
Max Drawdown (10Y)Largest decline over 10 years | -32.02% | -34.50% | +2.48% |
Current DrawdownCurrent decline from peak | -1.67% | -2.72% | +1.05% |
Average DrawdownAverage peak-to-trough decline | -2.57% | -3.41% | +0.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.62% | 1.03% | -0.41% |
Volatility
FSREX vs. FRINX - Volatility Comparison
The current volatility for Fidelity Series Real Estate Income Fund (FSREX) is 1.07%, while Fidelity Advisor Real Estate Income Fund Class A (FRINX) has a volatility of 1.65%. This indicates that FSREX experiences smaller price fluctuations and is considered to be less risky than FRINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSREX | FRINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 1.65% | -0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 1.66% | 2.87% | -1.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.02% | 4.92% | -1.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.80% | 6.51% | -1.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.89% | 9.50% | -1.61% |