Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FIKMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIKMX
FIKMX charges 0.59% annually. There are 16 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | FIKMX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | FIKMX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | FIKMX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | FIKMX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | FIKMX vs VGRNX |
Best Risk-Adjusted Alternatives to FIKMX
FIKMX has a PortfoliosLab risk / return rank of 48. There are 3 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | FIKMX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | FIKMX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 86 | — | Oct 2011 | FIKMX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class I | 48 | — | — | FIKMX vs FRIRX | |
| Fidelity Real Estate Income Fund | 46 | — | Feb 2003 | FIKMX vs FRIFX |
Top Performing FIKMX Alternatives (YTD)
FIKMX is at 3.93% YTD. There are 83 mutual funds in the REIT category with higher YTD returns, going as high as 17.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 17.00% | — | Dec 2010 | FIKMX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 16.35% | — | Dec 1998 | FIKMX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 15.96% | — | Jan 1989 | FIKMX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 15.62% | — | Mar 1995 | FIKMX vs PHRAX | |
| Great-West Real Estate Index Fund | 15.55% | — | Nov 2012 | FIKMX vs MXREX |
Lowest Volatility Alternatives to FIKMX
FIKMX has 4.15% 1-year volatility. There are 5 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.43% | — | Jun 2023 | FIKMX vs CREMX | |
| TIAA Real Estate Account | 0.79% | — | Oct 1995 | FIKMX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.45% | — | Oct 2011 | FIKMX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | FIKMX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.13% | — | Apr 2010 | FIKMX vs FRINX |
Lowest Drawdown Alternatives to FIKMX
FIKMX has a 1-year max drawdown of -3.43%. There are 5 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | FIKMX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | FIKMX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | FIKMX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | FIKMX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | FIKMX vs FRIFX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 65 | 9.79% | — | Feb 1988 | FIKMX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 96 | 89.12% | — | Jul 1985 | FIKMX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 65 | 10.41% | — | — | FIKMX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 64 | 10.43% | — | — | FIKMX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 21 | 3.18% | — | — | FIKMX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 68 | 16.84% | — | Dec 1987 | FIKMX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 37 | 8.62% | 176.32B | May 1967 | FIKMX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 62 | 9.63% | — | — | FIKMX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 39 | 10.74% | — | Nov 1997 | FIKMX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 66 | 15.70% | — | Jun 2016 | FIKMX vs FTIHX |
Often Compared With FIKMX
Investors most often compare FIKMX with VNQ, HLRRX, FIKLX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare FIKMX with Any Fund or Stock
Compare FIKMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIKMX with funds that move differently
Fidelity Advisor Real Estate Income Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIKMX.
Explore FIKMX Diversifiers