GREZX vs. FIKMX
Compare and contrast key facts about GuideStone Funds Global Real Estate Securities Fund (GREZX) and Fidelity Advisor Real Estate Income Fund Class Z (FIKMX).
GREZX is managed by GuideStone Funds. It was launched on Dec 28, 2006. FIKMX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
GREZX vs. FIKMX - Performance Comparison
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GREZX vs. FIKMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
GREZX GuideStone Funds Global Real Estate Securities Fund | 1.70% | 8.53% | 2.87% | 11.06% | -27.58% | 27.23% | -4.84% | 24.44% | -2.42% |
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, GREZX achieves a 1.70% return, which is significantly higher than FIKMX's 0.41% return.
GREZX
- 1D
- 1.59%
- 1M
- -8.05%
- YTD
- 1.70%
- 6M
- 1.20%
- 1Y
- 8.45%
- 3Y*
- 7.61%
- 5Y*
- 1.45%
- 10Y*
- 3.35%
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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GREZX vs. FIKMX - Expense Ratio Comparison
GREZX has a 1.12% expense ratio, which is higher than FIKMX's 0.59% expense ratio.
Return for Risk
GREZX vs. FIKMX — Risk / Return Rank
GREZX
FIKMX
GREZX vs. FIKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GuideStone Funds Global Real Estate Securities Fund (GREZX) 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.
| GREZX | FIKMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 0.99 | -0.35 |
Sortino ratioReturn per unit of downside risk | 0.96 | 1.32 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.19 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 1.17 | -0.30 |
Martin ratioReturn relative to average drawdown | 3.40 | 4.90 | -1.50 |
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
| GREZX | FIKMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 0.99 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.61 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 0.52 | -0.43 |
Correlation
The correlation between GREZX 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
GREZX vs. FIKMX - Dividend Comparison
GREZX's dividend yield for the trailing twelve months is around 3.57%, less than FIKMX's 4.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GREZX GuideStone Funds Global Real Estate Securities Fund | 3.57% | 3.63% | 2.39% | 2.97% | 0.57% | 4.32% | 2.36% | 7.50% | 4.40% | 3.94% | 4.33% | 6.51% |
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
GREZX vs. FIKMX - Drawdown Comparison
The maximum GREZX drawdown since its inception was -77.41%, which is greater than FIKMX's maximum drawdown of -34.49%. Use the drawdown chart below to compare losses from any high point for GREZX and FIKMX.
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Drawdown Indicators
| GREZX | FIKMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.41% | -34.49% | -42.92% |
Max Drawdown (1Y)Largest decline over 1 year | -10.65% | -4.35% | -6.30% |
Max Drawdown (5Y)Largest decline over 5 years | -34.97% | -18.04% | -16.93% |
Max Drawdown (10Y)Largest decline over 10 years | -40.52% | — | — |
Current DrawdownCurrent decline from peak | -8.69% | -2.72% | -5.97% |
Average DrawdownAverage peak-to-trough decline | -18.64% | -5.26% | -13.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 1.04% | +1.69% |
Volatility
GREZX vs. FIKMX - Volatility Comparison
GuideStone Funds Global Real Estate Securities Fund (GREZX) has a higher volatility of 4.62% compared to Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) at 1.67%. This indicates that GREZX'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
| GREZX | FIKMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 1.67% | +2.95% |
Volatility (6M)Calculated over the trailing 6-month period | 8.14% | 2.90% | +5.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.94% | 4.96% | +8.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.88% | 6.52% | +9.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.19% | 10.69% | +6.50% |