Invesco Global Real Estate Fund (AGREX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AGREX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AGREX
AGREX charges 1.38% annually. There are 93 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | AGREX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | AGREX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | AGREX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | AGREX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | AGREX vs VGRNX |
Best Risk-Adjusted Alternatives to AGREX
Among 106 mutual funds in the REIT category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | AGREX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | AGREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 87 | — | Oct 2011 | AGREX vs FSREX | |
| Delaware Ivy Securian Real Estate Securities Fund | 77 | — | Feb 1999 | AGREX vs IRSAX | |
| abrdn Realty Income & Growth Fund | 75 | — | Dec 1998 | AGREX vs AIGYX |
Top Performing AGREX Alternatives (YTD)
Among 106 mutual funds in the REIT category with YTD return data, the top-performing alternatives shown here go as high as 23.38%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 23.38% | — | Dec 2010 | AGREX vs PJEZX | |
| VY CBRE Real Estate Portfolio | 22.05% | — | Jan 1989 | AGREX vs IVRSX | |
| abrdn Realty Income & Growth Fund | 22.02% | — | Dec 1998 | AGREX vs AIGYX | |
| Columbia Real Estate Equity Fund | 21.85% | — | Apr 1994 | AGREX vs CREEX | |
| Great-West Real Estate Index Fund | 21.69% | — | Nov 2012 | AGREX vs MXREX |
Lowest Volatility Alternatives to AGREX
Among 106 mutual funds in the REIT category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 0.44%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.44% | — | Jun 2023 | AGREX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | AGREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.46% | — | Oct 2011 | AGREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.74% | — | Jun 2014 | AGREX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.24% | — | Feb 2003 | AGREX vs FRIFX |
Lowest Drawdown Alternatives to AGREX
Among 106 mutual funds in the REIT category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | AGREX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | AGREX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | AGREX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | AGREX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | AGREX vs FRIFX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, VAFAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 40 | 15.14% | — | Oct 2020 | AGREX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 52 | 13.00% | — | — | AGREX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 8 | 5.58% | — | Jun 2005 | AGREX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 16 | -14.58% | — | Jul 1983 | AGREX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 72 | 16.96% | — | Jun 2001 | AGREX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 73 | 12.31% | — | Oct 1968 | AGREX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 31 | 7.61% | — | Feb 1988 | AGREX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 76 | 25.29% | — | Jun 1999 | AGREX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 68 | 7.66% | — | Aug 1960 | AGREX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 54 | 13.15% | — | Jul 1997 | AGREX vs VADDX |
Often Compared With AGREX
Investors most often compare AGREX with FRIRX, FIKMX, PRRSX. These 10 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Advisor Real Estate Income Fund Class I | REIT | 46 | 3.73% | — | — | AGREX vs FRIRX | |
| Fidelity Advisor Real Estate Income Fund Class Z | REIT | 47 | 3.77% | — | Oct 2018 | AGREX vs FIKMX | |
| PIMCO Variable Insurance Trust Real Estate Real Re... | REIT | 52 | 20.86% | — | Oct 2003 | AGREX vs PRRSX | |
| Invesco Global Fund | Global Equities | 13 | 5.24% | — | Dec 1969 | AGREX vs OPPAX | |
| MainStay CBRE Real Estate Fund | REIT | 40 | 20.02% | — | Dec 1996 | AGREX vs CRARX | |
| BlackRock Real Estate Securities Fund | REIT | 37 | 18.15% | — | Sep 2012 | AGREX vs BIREX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 41 | 19.28% | — | Jan 1998 | AGREX vs SOAAX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 50 | 21.45% | — | Mar 1995 | AGREX vs PHRAX | |
| Fidelity Advisor Real Estate Income Fund Class A | REIT | 45 | 3.69% | — | Apr 2010 | AGREX vs FRINX | |
| LDR Real Estate Value Opportunity Fund | REIT | 20 | 15.96% | — | Dec 2002 | AGREX vs HLRRX |
Compare AGREX with Any Fund or Stock
Compare AGREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AGREX with funds that move differently
Invesco Global Real Estate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AGREX.
Explore AGREX Diversifiers