FIKMX vs. CSZIX
Compare and contrast key facts about Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) and Cohen & Steers Real Estate Securities Fund Class Z (CSZIX).
FIKMX is managed by Fidelity. It was launched on Oct 2, 2018. CSZIX is an actively managed fund by Cohen & Steers. It was launched on Oct 1, 2014.
Performance
FIKMX vs. CSZIX - Performance Comparison
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FIKMX vs. CSZIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | -0.25% | 7.29% | 8.03% | 9.51% | -14.48% | 19.04% | -0.98% | 18.04% | -1.71% |
CSZIX Cohen & Steers Real Estate Securities Fund Class Z | 2.88% | 4.41% | 6.81% | 13.26% | -26.21% | 41.81% | -1.64% | 31.95% | -2.68% |
Returns By Period
In the year-to-date period, FIKMX achieves a -0.25% return, which is significantly lower than CSZIX's 2.88% return.
FIKMX
- 1D
- -0.66%
- 1M
- -3.04%
- YTD
- -0.25%
- 6M
- 0.64%
- 1Y
- 4.04%
- 3Y*
- 7.41%
- 5Y*
- 3.79%
- 10Y*
- —
CSZIX
- 1D
- 0.45%
- 1M
- -5.90%
- YTD
- 2.88%
- 6M
- 1.70%
- 1Y
- 3.31%
- 3Y*
- 8.19%
- 5Y*
- 4.31%
- 10Y*
- 6.56%
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FIKMX vs. CSZIX - Expense Ratio Comparison
FIKMX has a 0.59% expense ratio, which is lower than CSZIX's 0.75% expense ratio.
Return for Risk
FIKMX vs. CSZIX — Risk / Return Rank
FIKMX
CSZIX
FIKMX vs. CSZIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) and Cohen & Steers Real Estate Securities Fund Class Z (CSZIX). 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.
| FIKMX | CSZIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.23 | +0.60 |
Sortino ratioReturn per unit of downside risk | 1.10 | 0.42 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.06 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 0.39 | +0.58 |
Martin ratioReturn relative to average drawdown | 3.98 | 1.52 | +2.47 |
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
| FIKMX | CSZIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.23 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.23 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.32 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.33 | +0.17 |
Correlation
The correlation between FIKMX and CSZIX 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
FIKMX vs. CSZIX - Dividend Comparison
FIKMX's dividend yield for the trailing twelve months is around 4.81%, more than CSZIX's 3.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 4.81% | 4.80% | 4.81% | 5.15% | 6.24% | 1.59% | 4.90% | 5.82% | 2.31% | 0.00% | 0.00% | 0.00% |
CSZIX Cohen & Steers Real Estate Securities Fund Class Z | 3.06% | 3.81% | 2.85% | 3.00% | 7.77% | 4.38% | 5.47% | 7.70% | 3.68% | 2.60% | 5.90% | 22.32% |
Drawdowns
FIKMX vs. CSZIX - Drawdown Comparison
The maximum FIKMX drawdown since its inception was -34.49%, smaller than the maximum CSZIX drawdown of -42.71%. Use the drawdown chart below to compare losses from any high point for FIKMX and CSZIX.
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Drawdown Indicators
| FIKMX | CSZIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.49% | -42.71% | +8.22% |
Max Drawdown (1Y)Largest decline over 1 year | -3.71% | -9.70% | +5.99% |
Max Drawdown (5Y)Largest decline over 5 years | -18.04% | -33.05% | +15.01% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.71% | — |
Current DrawdownCurrent decline from peak | -3.35% | -6.39% | +3.04% |
Average DrawdownAverage peak-to-trough decline | -5.26% | -8.88% | +3.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.06% | 3.02% | -1.96% |
Volatility
FIKMX vs. CSZIX - Volatility Comparison
The current volatility for Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) is 1.75%, while Cohen & Steers Real Estate Securities Fund Class Z (CSZIX) has a volatility of 4.48%. This indicates that FIKMX experiences smaller price fluctuations and is considered to be less risky than CSZIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIKMX | CSZIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.75% | 4.48% | -2.73% |
Volatility (6M)Calculated over the trailing 6-month period | 2.98% | 9.44% | -6.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.00% | 15.95% | -10.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.52% | 18.65% | -12.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.69% | 20.79% | -10.10% |