MGLIX vs. FRINX
Compare and contrast key facts about MFS Global Real Estate Fund (MGLIX) and Fidelity Advisor Real Estate Income Fund Class A (FRINX).
MGLIX is managed by MFS. It was launched on Mar 10, 2009. FRINX is managed by Fidelity. It was launched on Apr 14, 2010.
Performance
MGLIX vs. FRINX - Performance Comparison
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MGLIX vs. FRINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MGLIX MFS Global Real Estate Fund | -2.98% | 3.60% | -2.85% | 11.32% | -26.94% | 29.71% | 2.18% | 26.29% | -3.68% | 10.26% |
FRINX Fidelity Advisor Real Estate Income Fund Class A | -0.08% | 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, MGLIX achieves a -2.98% return, which is significantly lower than FRINX's -0.08% return. Over the past 10 years, MGLIX has underperformed FRINX with an annualized return of 3.20%, while FRINX has yielded a comparatively higher 5.00% annualized return.
MGLIX
- 1D
- 0.45%
- 1M
- -10.08%
- YTD
- -2.98%
- 6M
- -3.81%
- 1Y
- 1.39%
- 3Y*
- 2.12%
- 5Y*
- -0.29%
- 10Y*
- 3.20%
FRINX
- 1D
- 0.33%
- 1M
- -3.12%
- YTD
- -0.08%
- 6M
- 0.84%
- 1Y
- 4.05%
- 3Y*
- 7.09%
- 5Y*
- 3.61%
- 10Y*
- 5.00%
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MGLIX vs. FRINX - Expense Ratio Comparison
MGLIX has a 0.92% expense ratio, which is lower than FRINX's 0.98% expense ratio.
Return for Risk
MGLIX vs. FRINX — Risk / Return Rank
MGLIX
FRINX
MGLIX vs. FRINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Global Real Estate Fund (MGLIX) 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.
| MGLIX | FRINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.12 | 0.86 | -0.75 |
Sortino ratioReturn per unit of downside risk | 0.26 | 1.16 | -0.90 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.17 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.13 | 1.03 | -0.90 |
Martin ratioReturn relative to average drawdown | 0.48 | 4.35 | -3.87 |
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
| MGLIX | FRINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.12 | 0.86 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.56 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.19 | 0.53 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.75 | -0.36 |
Correlation
The correlation between MGLIX and FRINX is 0.86, 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
MGLIX vs. FRINX - Dividend Comparison
MGLIX's dividend yield for the trailing twelve months is around 3.34%, less than FRINX's 4.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGLIX MFS Global Real Estate Fund | 3.34% | 3.24% | 2.59% | 1.86% | 5.97% | 2.12% | 1.00% | 5.79% | 3.15% | 1.87% | 5.62% | 7.40% |
FRINX Fidelity Advisor Real Estate Income Fund Class A | 4.40% | 4.40% | 4.41% | 4.78% | 5.80% | 1.31% | 4.53% | 5.45% | 4.89% | 4.21% | 4.77% | 3.53% |
Drawdowns
MGLIX vs. FRINX - Drawdown Comparison
The maximum MGLIX drawdown since its inception was -38.55%, which is greater than FRINX's maximum drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for MGLIX and FRINX.
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Drawdown Indicators
| MGLIX | FRINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.55% | -34.50% | -4.05% |
Max Drawdown (1Y)Largest decline over 1 year | -11.57% | -4.28% | -7.29% |
Max Drawdown (5Y)Largest decline over 5 years | -35.01% | -18.30% | -16.71% |
Max Drawdown (10Y)Largest decline over 10 years | -38.55% | -34.50% | -4.05% |
Current DrawdownCurrent decline from peak | -20.59% | -3.12% | -17.47% |
Average DrawdownAverage peak-to-trough decline | -10.70% | -3.41% | -7.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 1.01% | +2.02% |
Volatility
MGLIX vs. FRINX - Volatility Comparison
MFS Global Real Estate Fund (MGLIX) has a higher volatility of 4.53% compared to Fidelity Advisor Real Estate Income Fund Class A (FRINX) at 1.55%. This indicates that MGLIX'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
| MGLIX | FRINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 1.55% | +2.98% |
Volatility (6M)Calculated over the trailing 6-month period | 8.17% | 2.84% | +5.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.64% | 4.92% | +9.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.46% | 6.51% | +9.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.77% | 9.50% | +7.27% |