Correlation
The correlation between FIKMX and FSPGX 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. FSPGX
Compare and contrast key facts about Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FIKMX is managed by Fidelity. It was launched on Oct 2, 2018. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIKMX or FSPGX.
Performance
FIKMX vs. FSPGX - Performance Comparison
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Key characteristics
FIKMX:
1.91
FSPGX:
0.64
FIKMX:
2.42
FSPGX:
1.05
FIKMX:
1.34
FSPGX:
1.15
FIKMX:
1.28
FSPGX:
0.70
FIKMX:
6.82
FSPGX:
2.30
FIKMX:
1.45%
FSPGX:
7.05%
FIKMX:
5.58%
FSPGX:
25.53%
FIKMX:
-34.49%
FSPGX:
-32.66%
FIKMX:
-0.94%
FSPGX:
-4.26%
Returns By Period
In the year-to-date period, FIKMX achieves a 2.65% return, which is significantly higher than FSPGX's -0.23% return.
FIKMX
2.65%
0.67%
0.62%
10.56%
3.20%
7.59%
N/A
FSPGX
-0.23%
9.01%
1.46%
16.25%
19.63%
17.66%
N/A
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FIKMX vs. FSPGX - Expense Ratio Comparison
FIKMX has a 0.59% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
FIKMX vs. FSPGX — Risk-Adjusted Performance Rank
FIKMX
FSPGX
FIKMX vs. FSPGX - 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 Large Cap Growth Index Fund (FSPGX). 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. FSPGX - Dividend Comparison
FIKMX's dividend yield for the trailing twelve months is around 4.73%, more than FSPGX's 0.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.37% | 0.37% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.47% | 1.22% | 0.30% |
Drawdowns
FIKMX vs. FSPGX - Drawdown Comparison
The maximum FIKMX drawdown since its inception was -34.49%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FIKMX and FSPGX.
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Volatility
FIKMX vs. FSPGX - Volatility Comparison
The current volatility for Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) is 1.36%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.86%. This indicates that FIKMX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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