STMDX vs. FRINX
Compare and contrast key facts about Sterling Capital Stratton Real Estate Fund (STMDX) and Fidelity Advisor Real Estate Income Fund Class A (FRINX).
STMDX is managed by Sterling Capital. It was launched on May 30, 1980. FRINX is managed by Fidelity. It was launched on Apr 14, 2010.
Performance
STMDX vs. FRINX - Performance Comparison
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STMDX vs. FRINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STMDX Sterling Capital Stratton Real Estate Fund | 2.49% | 1.35% | 6.25% | 13.28% | -26.17% | 38.53% | -0.54% | 31.77% | -2.82% | 7.81% |
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, STMDX achieves a 2.49% return, which is significantly higher than FRINX's 0.33% return. Over the past 10 years, STMDX has outperformed FRINX with an annualized return of 6.05%, while FRINX has yielded a comparatively lower 5.05% annualized return.
STMDX
- 1D
- 1.24%
- 1M
- -6.17%
- YTD
- 2.49%
- 6M
- 1.02%
- 1Y
- 0.81%
- 3Y*
- 6.53%
- 5Y*
- 3.32%
- 10Y*
- 6.05%
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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STMDX vs. FRINX - Expense Ratio Comparison
STMDX has a 0.82% expense ratio, which is lower than FRINX's 0.98% expense ratio.
Return for Risk
STMDX vs. FRINX — Risk / Return Rank
STMDX
FRINX
STMDX vs. FRINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Stratton Real Estate Fund (STMDX) 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.
| STMDX | FRINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.07 | 0.91 | -0.85 |
Sortino ratioReturn per unit of downside risk | 0.20 | 1.23 | -1.03 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.18 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.17 | 1.09 | -0.92 |
Martin ratioReturn relative to average drawdown | 0.65 | 4.54 | -3.89 |
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
| STMDX | FRINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.07 | 0.91 | -0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.54 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.53 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.75 | -0.36 |
Correlation
The correlation between STMDX 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
STMDX vs. FRINX - Dividend Comparison
STMDX's dividend yield for the trailing twelve months is around 6.19%, more than FRINX's 4.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STMDX Sterling Capital Stratton Real Estate Fund | 6.19% | 6.24% | 7.14% | 8.39% | 8.29% | 7.14% | 4.05% | 9.15% | 5.92% | 4.80% | 7.98% | 2.96% |
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
STMDX vs. FRINX - Drawdown Comparison
The maximum STMDX drawdown since its inception was -65.12%, which is greater than FRINX's maximum drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for STMDX and FRINX.
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Drawdown Indicators
| STMDX | FRINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.12% | -34.50% | -30.62% |
Max Drawdown (1Y)Largest decline over 1 year | -12.22% | -4.28% | -7.94% |
Max Drawdown (5Y)Largest decline over 5 years | -33.43% | -18.30% | -15.13% |
Max Drawdown (10Y)Largest decline over 10 years | -40.52% | -34.50% | -6.02% |
Current DrawdownCurrent decline from peak | -7.70% | -2.72% | -4.98% |
Average DrawdownAverage peak-to-trough decline | -10.12% | -3.41% | -6.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 1.03% | +2.18% |
Volatility
STMDX vs. FRINX - Volatility Comparison
Sterling Capital Stratton Real Estate Fund (STMDX) has a higher volatility of 4.41% compared to Fidelity Advisor Real Estate Income Fund Class A (FRINX) at 1.65%. This indicates that STMDX'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
| STMDX | FRINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 1.65% | +2.76% |
Volatility (6M)Calculated over the trailing 6-month period | 8.95% | 2.87% | +6.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.80% | 4.92% | +10.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.73% | 6.51% | +12.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.42% | 9.50% | +10.92% |