CSSPX vs. FIKMX
Compare and contrast key facts about Cohen & Steers Global Realty Shares, Inc. (CSSPX) and Fidelity Advisor Real Estate Income Fund Class Z (FIKMX).
CSSPX is managed by T. Rowe Price. It was launched on May 7, 1997. FIKMX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
CSSPX vs. FIKMX - Performance Comparison
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CSSPX vs. FIKMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
CSSPX Cohen & Steers Global Realty Shares, Inc. | -0.28% | 10.61% | 0.84% | 10.75% | -25.08% | 26.46% | -2.35% | 24.80% | -1.31% |
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 0.00% | 7.29% | 8.03% | 9.51% | -14.48% | 19.04% | -0.98% | 18.04% | -1.71% |
Returns By Period
CSSPX
- 1D
- 0.30%
- 1M
- -9.79%
- YTD
- -0.28%
- 6M
- -0.90%
- 1Y
- 8.52%
- 3Y*
- 6.71%
- 5Y*
- 2.06%
- 10Y*
- 4.51%
FIKMX
- 1D
- 0.33%
- 1M
- -3.12%
- YTD
- 0.00%
- 6M
- 1.05%
- 1Y
- 4.47%
- 3Y*
- 7.50%
- 5Y*
- 4.02%
- 10Y*
- —
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CSSPX vs. FIKMX - Expense Ratio Comparison
CSSPX has a 0.90% expense ratio, which is higher than FIKMX's 0.59% expense ratio.
Return for Risk
CSSPX vs. FIKMX — Risk / Return Rank
CSSPX
FIKMX
CSSPX vs. FIKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Global Realty Shares, Inc. (CSSPX) and Fidelity Advisor Real Estate Income Fund Class Z (FIKMX). 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.
| CSSPX | FIKMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.94 | -0.31 |
Sortino ratioReturn per unit of downside risk | 0.94 | 1.25 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.18 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.80 | 1.11 | -0.30 |
Martin ratioReturn relative to average drawdown | 3.16 | 4.71 | -1.55 |
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
| CSSPX | FIKMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.94 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.62 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.51 | -0.18 |
Correlation
The correlation between CSSPX and FIKMX is 0.87, 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
CSSPX vs. FIKMX - Dividend Comparison
CSSPX's dividend yield for the trailing twelve months is around 3.47%, less than FIKMX's 4.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSSPX Cohen & Steers Global Realty Shares, Inc. | 3.47% | 3.46% | 2.78% | 2.85% | 3.02% | 3.21% | 2.41% | 8.61% | 3.95% | 2.79% | 6.89% | 2.68% |
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 4.80% | 4.80% | 4.81% | 5.15% | 6.24% | 1.59% | 4.90% | 5.82% | 2.31% | 0.00% | 0.00% | 0.00% |
Drawdowns
CSSPX vs. FIKMX - Drawdown Comparison
The maximum CSSPX drawdown since its inception was -40.47%, which is greater than FIKMX's maximum drawdown of -34.49%. Use the drawdown chart below to compare losses from any high point for CSSPX and FIKMX.
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Drawdown Indicators
| CSSPX | FIKMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.47% | -34.49% | -5.98% |
Max Drawdown (1Y)Largest decline over 1 year | -10.29% | -4.35% | -5.94% |
Max Drawdown (5Y)Largest decline over 5 years | -32.72% | -18.04% | -14.68% |
Max Drawdown (10Y)Largest decline over 10 years | -40.47% | — | — |
Current DrawdownCurrent decline from peak | -9.79% | -3.12% | -6.67% |
Average DrawdownAverage peak-to-trough decline | -8.47% | -5.26% | -3.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 1.02% | +1.59% |
Volatility
CSSPX vs. FIKMX - Volatility Comparison
Cohen & Steers Global Realty Shares, Inc. (CSSPX) has a higher volatility of 4.06% compared to Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) at 1.57%. This indicates that CSSPX's price experiences larger fluctuations and is considered to be riskier than FIKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSSPX | FIKMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.06% | 1.57% | +2.49% |
Volatility (6M)Calculated over the trailing 6-month period | 8.24% | 2.88% | +5.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.99% | 4.95% | +9.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.87% | 6.52% | +9.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.99% | 10.69% | +6.30% |