MGLIX vs. FIKMX
Compare and contrast key facts about MFS Global Real Estate Fund (MGLIX) and Fidelity Advisor Real Estate Income Fund Class Z (FIKMX).
MGLIX is managed by MFS. It was launched on Mar 10, 2009. FIKMX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
MGLIX vs. FIKMX - Performance Comparison
Loading graphics...
MGLIX vs. FIKMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
MGLIX MFS Global Real Estate Fund | -2.98% | 3.60% | -2.85% | 11.32% | -26.94% | 29.71% | 2.18% | 26.29% | -2.44% |
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 0.00% | 7.29% | 8.03% | 9.51% | -14.48% | 19.04% | -0.98% | 18.04% | -1.71% |
Returns By Period
MGLIX
- 1D
- 0.45%
- 1M
- -10.08%
- YTD
- -2.98%
- 6M
- -3.81%
- 1Y
- 1.39%
- 3Y*
- 2.12%
- 5Y*
- -0.29%
- 10Y*
- 3.20%
FIKMX
- 1D
- 0.33%
- 1M
- -3.12%
- YTD
- 0.00%
- 6M
- 1.05%
- 1Y
- 4.47%
- 3Y*
- 7.50%
- 5Y*
- 4.02%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MGLIX vs. FIKMX - Expense Ratio Comparison
MGLIX has a 0.92% expense ratio, which is higher than FIKMX's 0.59% expense ratio.
Return for Risk
MGLIX vs. FIKMX — Risk / Return Rank
MGLIX
FIKMX
MGLIX vs. FIKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Global Real Estate Fund (MGLIX) 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.
| MGLIX | FIKMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.12 | 0.94 | -0.83 |
Sortino ratioReturn per unit of downside risk | 0.26 | 1.25 | -0.99 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.18 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.13 | 1.11 | -0.98 |
Martin ratioReturn relative to average drawdown | 0.48 | 4.71 | -4.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MGLIX | FIKMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.12 | 0.94 | -0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.62 | -0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.19 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.51 | -0.12 |
Correlation
The correlation between MGLIX and FIKMX is 0.87, 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
MGLIX vs. FIKMX - Dividend Comparison
MGLIX's dividend yield for the trailing twelve months is around 3.34%, less than FIKMX's 4.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGLIX MFS Global Real Estate Fund | 3.34% | 3.24% | 2.59% | 1.86% | 5.97% | 2.12% | 1.00% | 5.79% | 3.15% | 1.87% | 5.62% | 7.40% |
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 4.80% | 4.80% | 4.81% | 5.15% | 6.24% | 1.59% | 4.90% | 5.82% | 2.31% | 0.00% | 0.00% | 0.00% |
Drawdowns
MGLIX vs. FIKMX - Drawdown Comparison
The maximum MGLIX drawdown since its inception was -38.55%, which is greater than FIKMX's maximum drawdown of -34.49%. Use the drawdown chart below to compare losses from any high point for MGLIX and FIKMX.
Loading graphics...
Drawdown Indicators
| MGLIX | FIKMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.55% | -34.49% | -4.06% |
Max Drawdown (1Y)Largest decline over 1 year | -11.57% | -4.35% | -7.22% |
Max Drawdown (5Y)Largest decline over 5 years | -35.01% | -18.04% | -16.97% |
Max Drawdown (10Y)Largest decline over 10 years | -38.55% | — | — |
Current DrawdownCurrent decline from peak | -20.59% | -3.12% | -17.47% |
Average DrawdownAverage peak-to-trough decline | -10.70% | -5.26% | -5.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 1.02% | +2.01% |
Volatility
MGLIX vs. FIKMX - Volatility Comparison
MFS Global Real Estate Fund (MGLIX) has a higher volatility of 4.53% compared to Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) at 1.57%. This indicates that MGLIX'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.
Loading graphics...
Volatility by Period
| MGLIX | FIKMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 1.57% | +2.96% |
Volatility (6M)Calculated over the trailing 6-month period | 8.17% | 2.88% | +5.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.64% | 4.95% | +9.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.46% | 6.52% | +9.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.77% | 10.69% | +6.08% |