JIREX vs. FRINX
Compare and contrast key facts about JHancock Real Estate Securities Fund (JIREX) and Fidelity Advisor Real Estate Income Fund Class A (FRINX).
JIREX is managed by John Hancock. It was launched on Oct 14, 2005. FRINX is managed by Fidelity. It was launched on Apr 14, 2010.
Performance
JIREX vs. FRINX - Performance Comparison
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JIREX vs. FRINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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, JIREX achieves a 3.94% return, which is significantly higher than FRINX's 0.33% return. Both investments have delivered pretty close results over the past 10 years, with JIREX having a 4.86% annualized return and FRINX not far ahead at 5.05%.
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%
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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JIREX vs. FRINX - Expense Ratio Comparison
JIREX has a 0.85% expense ratio, which is lower than FRINX's 0.98% expense ratio.
Return for Risk
JIREX vs. FRINX — Risk / Return Rank
JIREX
FRINX
JIREX vs. FRINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JHancock Real Estate Securities Fund (JIREX) 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.
| JIREX | FRINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.27 | 0.91 | -0.64 |
Sortino ratioReturn per unit of downside risk | 0.52 | 1.23 | -0.70 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.18 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.12 | 1.09 | -0.97 |
Martin ratioReturn relative to average drawdown | 0.41 | 4.54 | -4.13 |
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
| JIREX | FRINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.27 | 0.91 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.54 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.53 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.75 | -0.53 |
Correlation
The correlation between JIREX and FRINX 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
JIREX vs. FRINX - Dividend Comparison
JIREX has not paid dividends to shareholders, while FRINX's dividend yield for the trailing twelve months is around 4.38%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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
JIREX vs. FRINX - Drawdown Comparison
The maximum JIREX drawdown since its inception was -73.35%, which is greater than FRINX's maximum drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for JIREX and FRINX.
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Drawdown Indicators
| JIREX | FRINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.35% | -34.50% | -38.85% |
Max Drawdown (1Y)Largest decline over 1 year | -12.99% | -4.28% | -8.71% |
Max Drawdown (5Y)Largest decline over 5 years | -34.41% | -18.30% | -16.11% |
Max Drawdown (10Y)Largest decline over 10 years | -41.23% | -34.50% | -6.73% |
Current DrawdownCurrent decline from peak | -8.29% | -2.72% | -5.57% |
Average DrawdownAverage peak-to-trough decline | -14.91% | -3.41% | -11.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.95% | 1.03% | +3.92% |
Volatility
JIREX vs. FRINX - Volatility Comparison
JHancock Real Estate Securities Fund (JIREX) has a higher volatility of 4.16% compared to Fidelity Advisor Real Estate Income Fund Class A (FRINX) at 1.65%. This indicates that JIREX's price experiences larger fluctuations and is considered to be riskier 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
| JIREX | FRINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 1.65% | +2.51% |
Volatility (6M)Calculated over the trailing 6-month period | 9.51% | 2.87% | +6.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.66% | 4.92% | +13.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.18% | 6.51% | +12.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.02% | 9.50% | +11.52% |