DRLIX vs. FIKMX
Compare and contrast key facts about BNY Mellon Global Real Estate Securities Fund (DRLIX) and Fidelity Advisor Real Estate Income Fund Class Z (FIKMX).
DRLIX is managed by Dreyfus. It was launched on Dec 28, 2006. FIKMX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
DRLIX vs. FIKMX - Performance Comparison
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DRLIX vs. FIKMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
DRLIX BNY Mellon Global Real Estate Securities Fund | 2.11% | 9.12% | 3.21% | 11.35% | -23.24% | 26.95% | -2.30% | 23.05% | -2.44% |
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 0.41% | 7.29% | 8.03% | 9.51% | -14.48% | 19.04% | -0.98% | 18.04% | -1.71% |
Returns By Period
In the year-to-date period, DRLIX achieves a 2.11% return, which is significantly higher than FIKMX's 0.41% return.
DRLIX
- 1D
- 1.64%
- 1M
- -7.94%
- YTD
- 2.11%
- 6M
- 1.46%
- 1Y
- 9.65%
- 3Y*
- 8.15%
- 5Y*
- 3.08%
- 10Y*
- 4.72%
FIKMX
- 1D
- 0.41%
- 1M
- -2.56%
- YTD
- 0.41%
- 6M
- 1.22%
- 1Y
- 4.81%
- 3Y*
- 7.65%
- 5Y*
- 3.93%
- 10Y*
- —
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DRLIX vs. FIKMX - Expense Ratio Comparison
DRLIX has a 1.05% expense ratio, which is higher than FIKMX's 0.59% expense ratio.
Return for Risk
DRLIX vs. FIKMX — Risk / Return Rank
DRLIX
FIKMX
DRLIX vs. FIKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Global Real Estate Securities Fund (DRLIX) 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.
| DRLIX | FIKMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 0.99 | -0.26 |
Sortino ratioReturn per unit of downside risk | 1.06 | 1.32 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.19 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.17 | -0.18 |
Martin ratioReturn relative to average drawdown | 3.73 | 4.90 | -1.17 |
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
| DRLIX | FIKMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 0.99 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.61 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.52 | -0.36 |
Correlation
The correlation between DRLIX and FIKMX 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
DRLIX vs. FIKMX - Dividend Comparison
DRLIX's dividend yield for the trailing twelve months is around 3.04%, less than FIKMX's 4.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRLIX BNY Mellon Global Real Estate Securities Fund | 3.04% | 3.11% | 2.08% | 1.70% | 7.68% | 8.25% | 1.47% | 11.17% | 4.63% | 4.72% | 5.73% | 5.40% |
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 4.78% | 4.80% | 4.81% | 5.15% | 6.24% | 1.59% | 4.90% | 5.82% | 2.31% | 0.00% | 0.00% | 0.00% |
Drawdowns
DRLIX vs. FIKMX - Drawdown Comparison
The maximum DRLIX drawdown since its inception was -68.86%, which is greater than FIKMX's maximum drawdown of -34.49%. Use the drawdown chart below to compare losses from any high point for DRLIX and FIKMX.
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Drawdown Indicators
| DRLIX | FIKMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.86% | -34.49% | -34.37% |
Max Drawdown (1Y)Largest decline over 1 year | -10.46% | -4.35% | -6.11% |
Max Drawdown (5Y)Largest decline over 5 years | -31.86% | -18.04% | -13.82% |
Max Drawdown (10Y)Largest decline over 10 years | -41.82% | — | — |
Current DrawdownCurrent decline from peak | -8.23% | -2.72% | -5.51% |
Average DrawdownAverage peak-to-trough decline | -14.46% | -5.26% | -9.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 1.04% | +1.73% |
Volatility
DRLIX vs. FIKMX - Volatility Comparison
BNY Mellon Global Real Estate Securities Fund (DRLIX) has a higher volatility of 4.77% compared to Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) at 1.67%. This indicates that DRLIX'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
| DRLIX | FIKMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.77% | 1.67% | +3.10% |
Volatility (6M)Calculated over the trailing 6-month period | 8.16% | 2.90% | +5.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.85% | 4.96% | +8.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.32% | 6.52% | +9.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.60% | 10.69% | +6.91% |