abrdn Realty Income & Growth Fund (AIGYX) 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 AIGYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AIGYX
AIGYX charges 1.01% annually. There are 61 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | AIGYX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | AIGYX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | AIGYX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | AIGYX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | AIGYX vs VGRNX |
Best Risk-Adjusted Alternatives to AIGYX
AIGYX has a PortfoliosLab risk / return rank of 69. There are 4 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | AIGYX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | AIGYX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | — | Oct 2011 | AIGYX vs FSREX | |
| Delaware Ivy Securian Real Estate Securities Fund | 71 | — | Feb 1999 | AIGYX vs IRSAX | |
| Great-West Real Estate Index Fund | 61 | — | Nov 2012 | AIGYX vs MXREX |
Top Performing AIGYX Alternatives (YTD)
AIGYX is at 18.79% YTD. There is 1 mutual fund in the REIT category with a higher YTD return, going as high as 19.79%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 19.79% | — | Dec 2010 | AIGYX vs PJEZX | |
| VY CBRE Real Estate Portfolio | 18.38% | — | Jan 1989 | AIGYX vs IVRSX | |
| Delaware Ivy Securian Real Estate Securities Fund | 18.29% | — | Feb 1999 | AIGYX vs IRSAX | |
| Columbia Real Estate Equity Fund | 18.23% | — | Apr 1994 | AIGYX vs CREEX | |
| Great-West Real Estate Index Fund | 18.17% | — | Nov 2012 | AIGYX vs MXREX |
Lowest Volatility Alternatives to AIGYX
AIGYX has 13.78% 1-year volatility. There are 66 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.43% | — | Jun 2023 | AIGYX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | AIGYX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.45% | — | Oct 2011 | AIGYX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.72% | — | Jun 2014 | AIGYX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class C | 4.34% | — | Apr 2010 | AIGYX vs FRIOX |
Lowest Drawdown Alternatives to AIGYX
AIGYX has a 1-year max drawdown of -7.71%. There are 17 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | AIGYX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | AIGYX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | AIGYX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | AIGYX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | AIGYX vs FRIFX |
Other Mutual Funds from Aberdeen
The 10 most viewed Aberdeen mutual funds shown here include ASGI, STK, THQ and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Abrdn Global Infrastructure Income Fund | Industrials Equities | 37 | 11.28% | — | Jul 2020 | AIGYX vs ASGI | |
| Columbia Seligman Premium Technology Growth Closed... | Technology Equities | 91 | 40.12% | — | Nov 2009 | AIGYX vs STK | |
| Abrdn Healthcare Opportunities Fund | Health & Biotech Equities | 19 | 3.92% | — | Jul 2014 | AIGYX vs THQ | |
| abrdn Ultra Short Municipal Income Fund | Municipal Bonds | 99 | 1.23% | — | Dec 2002 | AIGYX vs ATOIX | |
| abrdn Asia-Pacific Income Fund Inc | Emerging Markets Bonds | 5 | 1.14% | — | Jan 1990 | AIGYX vs FAX | |
| abrdn Emerging Markets ex-China Fund | Emerging Markets Diversified | 89 | 38.06% | — | Aug 2000 | AIGYX vs GLLSX | |
| abrdn World Healthcare Fund | Health & Biotech Equities | 85 | 10.76% | — | Jun 2015 | AIGYX vs THW | |
| abrdn Dynamic Dividend Fund | Global Equities | 68 | 11.10% | — | Sep 2003 | AIGYX vs ADVDX | |
| abrdn U.S. Sustainable Leaders Fund | Large Cap Growth Equities | 11 | 4.85% | — | Jun 2000 | AIGYX vs GXXIX | |
| abrdn China A Share Equity Fund | China Equities, Asia Pacific Equities | — | — | — | Jun 2004 | AIGYX vs GOPIX |
Often Compared With AIGYX
Investors most often compare AIGYX with FFNOX, FIKMX, REACX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare AIGYX with Any Fund or Stock
Compare AIGYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AIGYX with funds that move differently
abrdn Realty Income & Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AIGYX.
Explore AIGYX Diversifiers