Correlation
The correlation between FIKMX and FRIFX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
FIKMX vs. FRIFX
Compare and contrast key facts about Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) and Fidelity Real Estate Income Fund (FRIFX).
FIKMX is managed by Fidelity. It was launched on Oct 2, 2018. FRIFX is managed by Fidelity. It was launched on Feb 4, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIKMX or FRIFX.
Performance
FIKMX vs. FRIFX - Performance Comparison
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Key characteristics
FIKMX:
1.80
FRIFX:
1.77
FIKMX:
2.49
FRIFX:
2.45
FIKMX:
1.36
FRIFX:
1.35
FIKMX:
1.31
FRIFX:
1.59
FIKMX:
7.01
FRIFX:
6.87
FIKMX:
1.45%
FRIFX:
1.47%
FIKMX:
5.57%
FRIFX:
5.60%
FIKMX:
-34.49%
FRIFX:
-40.95%
FIKMX:
-0.94%
FRIFX:
-0.96%
Returns By Period
The year-to-date returns for both stocks are quite close, with FIKMX having a 2.65% return and FRIFX slightly lower at 2.61%.
FIKMX
2.65%
0.50%
0.54%
9.23%
3.23%
7.59%
N/A
FRIFX
2.61%
0.41%
0.48%
9.13%
3.73%
7.86%
5.38%
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FIKMX vs. FRIFX - Expense Ratio Comparison
FIKMX has a 0.59% expense ratio, which is lower than FRIFX's 0.71% expense ratio.
Risk-Adjusted Performance
FIKMX vs. FRIFX — Risk-Adjusted Performance Rank
FIKMX
FRIFX
FIKMX vs. FRIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) and Fidelity Real Estate Income Fund (FRIFX). 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.
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Dividends
FIKMX vs. FRIFX - Dividend Comparison
FIKMX's dividend yield for the trailing twelve months is around 4.73%, more than FRIFX's 4.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 4.73% | 4.81% | 5.15% | 6.24% | 1.59% | 4.90% | 5.82% | 2.31% | 0.00% | 0.00% | 0.00% | 0.00% |
FRIFX Fidelity Real Estate Income Fund | 4.58% | 4.65% | 4.99% | 6.04% | 1.47% | 4.77% | 5.68% | 6.33% | 5.47% | 4.98% | 5.55% | 6.68% |
Drawdowns
FIKMX vs. FRIFX - Drawdown Comparison
The maximum FIKMX drawdown since its inception was -34.49%, smaller than the maximum FRIFX drawdown of -40.95%. Use the drawdown chart below to compare losses from any high point for FIKMX and FRIFX.
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Volatility
FIKMX vs. FRIFX - Volatility Comparison
Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) and Fidelity Real Estate Income Fund (FRIFX) have volatilities of 1.35% and 1.42%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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