BlackRock Real Estate Securities Fund (BIREX) 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 BIREX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BIREX
BIREX charges 0.75% annually. There are 23 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 | BIREX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | BIREX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | BIREX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.90B | Dec 2003 | BIREX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | BIREX vs VGRNX |
Best Risk-Adjusted Alternatives to BIREX
BIREX has a PortfoliosLab risk / return rank of 18. There are 17 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 | BIREX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | BIREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | — | Oct 2011 | BIREX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 48 | — | Oct 2018 | BIREX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 47 | — | — | BIREX vs FRIRX |
Top Performing BIREX Alternatives (YTD)
BIREX is at 12.38% YTD. There is 1 mutual fund in the REIT category with a higher YTD return, going as high as 12.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| LDR Real Estate Value Opportunity Fund | 12.76% | — | Dec 2002 | BIREX vs HLRRX | |
| PIMCO Variable Insurance Trust Real Estate Real Re... | 12.29% | — | Oct 2003 | BIREX vs PRRSX | |
| MainStay CBRE Real Estate Fund | 12.22% | — | Dec 1996 | BIREX vs CRARX | |
| PGIM US Real Estate Fund | 12.19% | — | Dec 2010 | BIREX vs PJEZX | |
| Columbia Real Estate Equity Fund | 12.06% | — | Apr 1994 | BIREX vs CREEX |
Lowest Volatility Alternatives to BIREX
BIREX has 13.00% 1-year volatility. There are 64 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 | BIREX vs CREMX | |
| TIAA Real Estate Account | 0.77% | — | Oct 1995 | BIREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.47% | — | Oct 2011 | BIREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.59% | — | Jun 2014 | BIREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.03% | — | Apr 2010 | BIREX vs FRINX |
Lowest Drawdown Alternatives to BIREX
BIREX has a 1-year max drawdown of -8.16%. There are 43 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 | BIREX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | BIREX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | BIREX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | BIREX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | BIREX vs FRIFX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | BIREX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | BIREX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | BIREX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | BIREX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | BIREX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | BIREX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | BIREX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | BIREX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | BIREX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | BIREX vs ASFYX |
Often Compared With BIREX
Investors most often compare BIREX with VGSLX, EQWL, VOO. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare BIREX with Any Fund or Stock
Compare BIREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BIREX with funds that move differently
BlackRock Real Estate Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BIREX.
Explore BIREX Diversifiers