JIREX vs. FRIRX
Compare and contrast key facts about JHancock Real Estate Securities Fund (JIREX) and Fidelity Advisor Real Estate Income Fund Class I (FRIRX).
JIREX is managed by John Hancock. It was launched on Oct 14, 2005. FRIRX is managed by Fidelity.
Performance
JIREX vs. FRIRX - Performance Comparison
Loading graphics...
JIREX vs. FRIRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JIREX JHancock Real Estate Securities Fund | 2.30% | -1.14% | 10.74% | 12.94% | -28.64% | 46.44% | -5.53% | 29.33% | -3.46% | 4.72% |
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 0.00% | 7.10% | 7.89% | 9.36% | -14.59% | 18.98% | -1.08% | 17.89% | -1.81% | 6.23% |
Returns By Period
Over the past 10 years, JIREX has underperformed FRIRX with an annualized return of 4.70%, while FRIRX has yielded a comparatively higher 5.26% annualized return.
JIREX
- 1D
- -0.72%
- 1M
- -7.15%
- YTD
- 2.30%
- 6M
- 0.32%
- 1Y
- 2.47%
- 3Y*
- 7.12%
- 5Y*
- 4.13%
- 10Y*
- 4.70%
FRIRX
- 1D
- 0.33%
- 1M
- -3.11%
- YTD
- 0.00%
- 6M
- 0.98%
- 1Y
- 4.37%
- 3Y*
- 7.38%
- 5Y*
- 3.90%
- 10Y*
- 5.26%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JIREX vs. FRIRX - Expense Ratio Comparison
JIREX has a 0.85% expense ratio, which is higher than FRIRX's 0.71% expense ratio.
Return for Risk
JIREX vs. FRIRX — Risk / Return Rank
JIREX
FRIRX
JIREX vs. FRIRX - 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 I (FRIRX). 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 | FRIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.26 | 0.91 | -0.65 |
Sortino ratioReturn per unit of downside risk | 0.51 | 1.21 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.18 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.03 | 1.10 | -1.07 |
Martin ratioReturn relative to average drawdown | 0.10 | 4.66 | -4.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JIREX | FRIRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.26 | 0.91 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.60 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | 0.56 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.78 | -0.56 |
Correlation
The correlation between JIREX and FRIRX 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. FRIRX - Dividend Comparison
JIREX has not paid dividends to shareholders, while FRIRX's dividend yield for the trailing twelve months is around 4.62%.
| 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% |
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 4.62% | 4.62% | 4.68% | 5.01% | 6.08% | 1.48% | 4.80% | 5.70% | 5.10% | 4.43% | 5.05% | 3.69% |
Drawdowns
JIREX vs. FRIRX - Drawdown Comparison
The maximum JIREX drawdown since its inception was -73.35%, which is greater than FRIRX's maximum drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for JIREX and FRIRX.
Loading graphics...
Drawdown Indicators
| JIREX | FRIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.35% | -34.50% | -38.85% |
Max Drawdown (1Y)Largest decline over 1 year | -12.99% | -4.30% | -8.69% |
Max Drawdown (5Y)Largest decline over 5 years | -34.41% | -18.18% | -16.23% |
Max Drawdown (10Y)Largest decline over 10 years | -41.23% | -34.50% | -6.73% |
Current DrawdownCurrent decline from peak | -9.74% | -3.11% | -6.63% |
Average DrawdownAverage peak-to-trough decline | -14.91% | -3.30% | -11.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.94% | 1.01% | +3.93% |
Volatility
JIREX vs. FRIRX - Volatility Comparison
JHancock Real Estate Securities Fund (JIREX) has a higher volatility of 3.92% compared to Fidelity Advisor Real Estate Income Fund Class I (FRIRX) at 1.57%. This indicates that JIREX's price experiences larger fluctuations and is considered to be riskier than FRIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JIREX | FRIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.92% | 1.57% | +2.35% |
Volatility (6M)Calculated over the trailing 6-month period | 9.48% | 2.81% | +6.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.63% | 4.91% | +13.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.17% | 6.53% | +12.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.02% | 9.49% | +11.53% |