Invesco Global Real Estate Income Fund (ASRAX) 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 ASRAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ASRAX
ASRAX charges 1.20% annually. There are 85 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 | ASRAX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | ASRAX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | ASRAX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.11% | 71.40B | Dec 2003 | ASRAX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | ASRAX vs VGRNX |
Best Risk-Adjusted Alternatives to ASRAX
ASRAX has a PortfoliosLab risk / return rank of 55. There are 26 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 | ASRAX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | ASRAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 87 | — | Oct 2011 | ASRAX vs FSREX | |
| abrdn Realty Income & Growth Fund | 82 | — | Dec 1998 | ASRAX vs AIGYX | |
| Delaware Ivy Securian Real Estate Securities Fund | 81 | — | Feb 1999 | ASRAX vs IRSAX |
Top Performing ASRAX Alternatives (YTD)
ASRAX is at 13.58% YTD. There are 67 mutual funds in the REIT category with higher YTD returns, going as high as 22.21%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 22.21% | — | Dec 2010 | ASRAX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 21.63% | — | Dec 1998 | ASRAX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 20.91% | — | Jan 1989 | ASRAX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 20.77% | — | Mar 1995 | ASRAX vs PHRAX | |
| Columbia Real Estate Equity Fund | 20.76% | — | Apr 1994 | ASRAX vs CREEX |
Lowest Volatility Alternatives to ASRAX
ASRAX has 11.14% 1-year volatility. There are 10 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.44%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.44% | — | Jun 2023 | ASRAX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | ASRAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.48% | — | Oct 2011 | ASRAX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.77% | — | Jun 2014 | ASRAX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.21% | — | Feb 2003 | ASRAX vs FRIFX |
Lowest Drawdown Alternatives to ASRAX
ASRAX has a 1-year max drawdown of -8.81%. There are 57 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 | ASRAX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | ASRAX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | ASRAX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | ASRAX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | ASRAX vs FRIFX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 38 | 11.50% | — | Oct 2020 | ASRAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 68 | 13.11% | — | Jul 1997 | ASRAX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 35 | -8.91% | — | Jul 1983 | ASRAX vs OPGSX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 8 | 2.06% | — | Jun 2005 | ASRAX vs VAFAX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 74 | 14.48% | — | Jun 2001 | ASRAX vs VVOAX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 76 | 21.61% | — | Jun 1999 | ASRAX vs VSCAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 83 | 12.80% | — | Oct 1968 | ASRAX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 34 | 6.19% | — | Feb 1988 | ASRAX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 74 | 7.11% | — | Aug 1960 | ASRAX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 69 | 13.28% | — | Jul 1997 | ASRAX vs VADDX |
Often Compared With ASRAX
Investors most often compare ASRAX with SPHD, FIKMX, FRIOX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare ASRAX with Any Fund or Stock
Compare ASRAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ASRAX with funds that move differently
Invesco Global Real Estate Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ASRAX.
Explore ASRAX Diversifiers