BlackRock Real Estate Securities Fund (BIREX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to BIREX

BIREX charges 0.75% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among BIREX alternatives.

Symbol	Name	Expense Ratio	Inception
FSRNX	Fidelity Real Estate Index Fund	0.07%	Aug 9, 2011	BIREX vs FSRNX
FESIX	Fidelity SAI Real Estate Index Fund	0.07%	Feb 2, 2016	BIREX vs FESIX
VRTPX	Vanguard Real Estate II Index Fund	0.08%	Sep 26, 2017	BIREX vs VRTPX
VGSNX	Vanguard Real Estate Index Fund Institutional Shar...	0.10%	Dec 2, 2003	BIREX vs VGSNX
VGRNX	Vanguard Global ex-U.S. Real Estate Index Fund Ins...	0.11%	Apr 19, 2011	BIREX vs VGRNX

Best Risk-Adjusted Alternatives to BIREX

Among mutual funds in the REIT category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
CREMX	Redwood Real Estate Income Fund	100	Jun 23, 2023	BIREX vs CREMX
QREARX	TIAA Real Estate Account	99	Oct 2, 1995	BIREX vs QREARX
FSREX	Fidelity Series Real Estate Income Fund	89	Oct 20, 2011	BIREX vs FSREX
VGRLX	Vanguard Global ex-U.S. Real Estate Index Fund Adm...	50	Feb 10, 2011	BIREX vs VGRLX
FIREX	Fidelity International Real Estate Fund	50	Sep 8, 2004	BIREX vs FIREX

Top Performing BIREX Alternatives (YTD)

BIREX alternatives from the REIT category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
AIGYX	abrdn Realty Income & Growth Fund	6.07%	Dec 29, 1998	BIREX vs AIGYX
PJEZX	PGIM US Real Estate Fund	5.84%	Dec 21, 2010	BIREX vs PJEZX
HLRRX	LDR Real Estate Value Opportunity Fund	5.63%	Dec 16, 2002	BIREX vs HLRRX
IVRSX	VY CBRE Real Estate Portfolio	4.62%	Jan 24, 1989	BIREX vs IVRSX
PHRAX	Virtus Duff & Phelps Real Estate Securities Fund	4.52%	Mar 1, 1995	BIREX vs PHRAX

Lowest Volatility Alternatives to BIREX

BIREX alternatives from the REIT category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
QREARX	TIAA Real Estate Account	0.77%	Oct 2, 1995	BIREX vs QREARX
CREMX	Redwood Real Estate Income Fund	0.89%	Jun 23, 2023	BIREX vs CREMX
FSREX	Fidelity Series Real Estate Income Fund	3.02%	Oct 20, 2011	BIREX vs FSREX
GRIFX	Apollo Diversified Real Estate Fund Class I	4.58%	Jun 30, 2014	BIREX vs GRIFX
FRIRX	Fidelity Advisor Real Estate Income Fund Class I	4.91%	—	BIREX vs FRIRX

Lowest Drawdown Alternatives to BIREX

BIREX alternatives from the REIT category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
QREARX	TIAA Real Estate Account	-0.37%	Oct 2, 1995	BIREX vs QREARX
CREMX	Redwood Real Estate Income Fund	-0.55%	Jun 23, 2023	BIREX vs CREMX
FSREX	Fidelity Series Real Estate Income Fund	-2.90%	Oct 20, 2011	BIREX vs FSREX
GRIFX	Apollo Diversified Real Estate Fund Class I	-3.61%	Jun 30, 2014	BIREX vs GRIFX
FRINX	Fidelity Advisor Real Estate Income Fund Class A	-4.28%	Apr 14, 2010	BIREX vs FRINX

Other Mutual Funds from BlackRock

Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	65	-6.04%	Jan 18, 2000	BIREX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	8	-9.18%	Feb 4, 2004	BIREX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	75	-2.15%	Sep 6, 1994	BIREX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	59	-4.05%	Sep 6, 1994	BIREX vs VTCLX
WFSPX	iShares S&P 500 Index Fund	S&P 500	58	-4.63%	Jul 30, 1993	BIREX vs WFSPX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	19	-4.58%	Sep 28, 2021	BIREX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	74	-1.33%	May 30, 2011	BIREX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	79	-0.70%	Dec 30, 1991	BIREX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	9	6.72%	Jul 30, 2010	BIREX vs ASFYX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	29	-5.83%	Aug 30, 2005	BIREX vs BDJ

Often Compared With BIREX

What investors most often compare with BIREX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VGSLX	Vanguard Real Estate Index Fund Admiral Shares	REIT	8	1.31%	Nov 12, 2001	BIREX vs VGSLX
VOO	Vanguard S&P 500 ETF	S&P 500	60	-3.66%	Sep 7, 2010	BIREX vs VOO
EQWL	Invesco S&P 100 Equal Weight ETF	Large Cap Blend Equities	48	-1.85%	Dec 1, 2006	BIREX vs EQWL
VWRL.AS	Vanguard FTSE All-World UCITS ETF	Global Equities	64	-0.19%	May 22, 2012	BIREX vs VWRL.AS

Compare BIREX with Any Fund or Stock

Compare BIREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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BlackRock Real Estate Securities Fund

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