FIKMX vs. VGSNX
Compare and contrast key facts about Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) and Vanguard Real Estate Index Fund Institutional Shares (VGSNX).
FIKMX is managed by Fidelity. It was launched on Oct 2, 2018. VGSNX is managed by Vanguard. It was launched on Dec 2, 2003.
Performance
FIKMX vs. VGSNX - Performance Comparison
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FIKMX vs. VGSNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
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% |
VGSNX Vanguard Real Estate Index Fund Institutional Shares | 1.28% | 3.21% | 3.72% | 13.12% | -26.19% | 40.46% | -4.76% | 28.98% | -2.80% |
Returns By Period
In the year-to-date period, FIKMX achieves a 0.41% return, which is significantly lower than VGSNX's 1.28% return.
FIKMX
- 1D
- 0.41%
- 1M
- -2.56%
- YTD
- 0.41%
- 6M
- 1.22%
- 1Y
- 4.81%
- 3Y*
- 7.65%
- 5Y*
- 3.93%
- 10Y*
- —
VGSNX
- 1D
- 1.51%
- 1M
- -6.61%
- YTD
- 1.28%
- 6M
- -1.15%
- 1Y
- 1.75%
- 3Y*
- 6.41%
- 5Y*
- 2.79%
- 10Y*
- 4.65%
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FIKMX vs. VGSNX - Expense Ratio Comparison
FIKMX has a 0.59% expense ratio, which is higher than VGSNX's 0.10% expense ratio.
Return for Risk
FIKMX vs. VGSNX — Risk / Return Rank
FIKMX
VGSNX
FIKMX vs. VGSNX - 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 Vanguard Real Estate Index Fund Institutional Shares (VGSNX). 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 | VGSNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 0.11 | +0.88 |
Sortino ratioReturn per unit of downside risk | 1.32 | 0.27 | +1.05 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.04 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 0.22 | +0.95 |
Martin ratioReturn relative to average drawdown | 4.90 | 0.86 | +4.04 |
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 | VGSNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 0.11 | +0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.15 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.22 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.27 | +0.25 |
Correlation
The correlation between FIKMX and VGSNX 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. VGSNX - Dividend Comparison
FIKMX's dividend yield for the trailing twelve months is around 4.78%, more than VGSNX's 3.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VGSNX Vanguard Real Estate Index Fund Institutional Shares | 3.95% | 3.94% | 3.87% | 3.93% | 3.94% | 2.57% | 3.95% | 3.40% | 4.75% | 4.26% | 4.84% | 3.94% |
Drawdowns
FIKMX vs. VGSNX - Drawdown Comparison
The maximum FIKMX drawdown since its inception was -34.49%, smaller than the maximum VGSNX drawdown of -73.06%. Use the drawdown chart below to compare losses from any high point for FIKMX and VGSNX.
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Drawdown Indicators
| FIKMX | VGSNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.49% | -73.06% | +38.57% |
Max Drawdown (1Y)Largest decline over 1 year | -4.35% | -12.41% | +8.06% |
Max Drawdown (5Y)Largest decline over 5 years | -18.04% | -34.39% | +16.35% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.30% | — |
Current DrawdownCurrent decline from peak | -2.72% | -9.48% | +6.76% |
Average DrawdownAverage peak-to-trough decline | -5.26% | -13.36% | +8.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 3.18% | -2.14% |
Volatility
FIKMX vs. VGSNX - Volatility Comparison
The current volatility for Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) is 1.67%, while Vanguard Real Estate Index Fund Institutional Shares (VGSNX) has a volatility of 4.53%. This indicates that FIKMX experiences smaller price fluctuations and is considered to be less risky than VGSNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIKMX | VGSNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.67% | 4.53% | -2.86% |
Volatility (6M)Calculated over the trailing 6-month period | 2.90% | 9.27% | -6.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.96% | 16.35% | -11.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.52% | 18.88% | -12.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.69% | 20.91% | -10.22% |