MRESX vs. FRINX
Compare and contrast key facts about Cromwell CenterSquare Real Estate Fund (MRESX) and Fidelity Advisor Real Estate Income Fund Class A (FRINX).
MRESX is managed by AMG. It was launched on Dec 31, 1997. FRINX is managed by Fidelity. It was launched on Apr 14, 2010.
Performance
MRESX vs. FRINX - Performance Comparison
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MRESX vs. FRINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MRESX Cromwell CenterSquare Real Estate Fund | 4.03% | 0.87% | 7.09% | 11.77% | -24.59% | 57.10% | -2.46% | 28.85% | -5.41% | 2.66% |
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% | 3.19% |
Returns By Period
In the year-to-date period, MRESX achieves a 4.03% return, which is significantly higher than FRINX's 0.33% return.
MRESX
- 1D
- 1.47%
- 1M
- -6.24%
- YTD
- 4.03%
- 6M
- 2.09%
- 1Y
- 2.82%
- 3Y*
- 7.27%
- 5Y*
- 6.38%
- 10Y*
- —
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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MRESX vs. FRINX - Expense Ratio Comparison
MRESX has a 1.02% expense ratio, which is higher than FRINX's 0.98% expense ratio.
Return for Risk
MRESX vs. FRINX — Risk / Return Rank
MRESX
FRINX
MRESX vs. FRINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cromwell CenterSquare Real Estate Fund (MRESX) 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.
| MRESX | FRINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.19 | 0.91 | -0.73 |
Sortino ratioReturn per unit of downside risk | 0.40 | 1.23 | -0.83 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.18 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.17 | 1.09 | -0.92 |
Martin ratioReturn relative to average drawdown | 0.54 | 4.54 | -3.99 |
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
| MRESX | FRINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.19 | 0.91 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.54 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.53 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.75 | -0.44 |
Correlation
The correlation between MRESX 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
MRESX vs. FRINX - Dividend Comparison
MRESX's dividend yield for the trailing twelve months is around 1.54%, less than FRINX's 4.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRESX Cromwell CenterSquare Real Estate Fund | 1.54% | 1.49% | 2.40% | 2.01% | 6.49% | 14.54% | 2.19% | 10.71% | 3.24% | 10.34% | 0.00% | 0.00% |
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
MRESX vs. FRINX - Drawdown Comparison
The maximum MRESX drawdown since its inception was -40.84%, which is greater than FRINX's maximum drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for MRESX and FRINX.
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Drawdown Indicators
| MRESX | FRINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.84% | -34.50% | -6.34% |
Max Drawdown (1Y)Largest decline over 1 year | -12.05% | -4.28% | -7.77% |
Max Drawdown (5Y)Largest decline over 5 years | -32.98% | -18.30% | -14.68% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.50% | — |
Current DrawdownCurrent decline from peak | -6.24% | -2.72% | -3.52% |
Average DrawdownAverage peak-to-trough decline | -9.68% | -3.41% | -6.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.61% | 1.03% | +3.58% |
Volatility
MRESX vs. FRINX - Volatility Comparison
Cromwell CenterSquare Real Estate Fund (MRESX) has a higher volatility of 4.53% compared to Fidelity Advisor Real Estate Income Fund Class A (FRINX) at 1.65%. This indicates that MRESX'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
| MRESX | FRINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 1.65% | +2.88% |
Volatility (6M)Calculated over the trailing 6-month period | 9.48% | 2.87% | +6.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.69% | 4.92% | +13.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.59% | 6.51% | +14.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.16% | 9.50% | +12.66% |