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% | 69.90B | 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 22. There are 12 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 | 98 | — | Oct 1995 | AIGYX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | — | Oct 2011 | AIGYX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 48 | — | Oct 2018 | AIGYX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 47 | — | — | AIGYX vs FRIRX |
Top Performing AIGYX Alternatives (YTD)
AIGYX is at 11.71% YTD. There are 6 mutual funds in the REIT category with higher YTD returns, going as high as 12.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| LDR Real Estate Value Opportunity Fund | 12.76% | — | Dec 2002 | AIGYX vs HLRRX | |
| BlackRock Real Estate Securities Fund | 12.38% | — | Sep 2012 | AIGYX vs BIREX | |
| PIMCO Variable Insurance Trust Real Estate Real Re... | 12.29% | — | Oct 2003 | AIGYX vs PRRSX | |
| MainStay CBRE Real Estate Fund | 12.22% | — | Dec 1996 | AIGYX vs CRARX | |
| PGIM US Real Estate Fund | 12.19% | — | Dec 2010 | AIGYX vs PJEZX |
Lowest Volatility Alternatives to AIGYX
AIGYX has 13.02% 1-year volatility. There are 65 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 | 0.77% | — | Oct 1995 | AIGYX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.47% | — | Oct 2011 | AIGYX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.59% | — | Jun 2014 | AIGYX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.03% | — | Apr 2010 | AIGYX vs FRINX |
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 | -0.37% | — | 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, THQ, STK and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Abrdn Global Infrastructure Income Fund | Industrials Equities | 27 | 5.26% | — | Jul 2020 | AIGYX vs ASGI | |
| Abrdn Healthcare Opportunities Fund | Health & Biotech Equities | 6 | -2.61% | — | Jul 2014 | AIGYX vs THQ | |
| Columbia Seligman Premium Technology Growth Closed... | Technology Equities | 98 | 59.80% | — | Nov 2009 | AIGYX vs STK | |
| abrdn Ultra Short Municipal Income Fund | Municipal Bonds | 99 | 1.01% | — | Dec 2002 | AIGYX vs ATOIX | |
| abrdn Asia-Pacific Income Fund Inc | Emerging Markets Bonds | 5 | -0.83% | — | Jan 1990 | AIGYX vs FAX | |
| abrdn Emerging Markets ex-China Fund | Emerging Markets Diversified | 96 | 46.58% | — | Aug 2000 | AIGYX vs GLLSX | |
| abrdn Dynamic Dividend Fund | Global Equities | 78 | 13.90% | — | Sep 2003 | AIGYX vs ADVDX | |
| abrdn China A Share Equity Fund | China Equities | — | — | — | Jun 2004 | AIGYX vs GOPIX | |
| abrdn U.S. Sustainable Leaders Fund | Large Cap Growth Equities | 12 | 5.86% | — | Jun 2000 | AIGYX vs GXXIX | |
| abrdn World Healthcare Fund | Health & Biotech Equities | 47 | 2.78% | — | Jun 2015 | AIGYX vs THW |
Often Compared With AIGYX
Investors most often compare AIGYX with FFNOX, MXREX, 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