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 Real Estate Index Fund | 0.07% | — | Aug 2011 | BIREX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | BIREX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | BIREX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | 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 33. There are 28 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 | 99 | — | Oct 1995 | BIREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | — | Oct 2011 | BIREX vs FSREX | |
| Delaware Ivy Securian Real Estate Securities Fund | 71 | — | Feb 1999 | BIREX vs IRSAX | |
| abrdn Realty Income & Growth Fund | 69 | — | Dec 1998 | BIREX vs AIGYX |
Top Performing BIREX Alternatives (YTD)
BIREX is at 15.57% YTD. There are 15 mutual funds in the REIT category with higher YTD returns, going as high as 19.79%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 19.79% | — | Dec 2010 | BIREX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 18.79% | — | Dec 1998 | BIREX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 18.38% | — | Jan 1989 | BIREX vs IVRSX | |
| Delaware Ivy Securian Real Estate Securities Fund | 18.29% | — | Feb 1999 | BIREX vs IRSAX | |
| Columbia Real Estate Equity Fund | 18.23% | — | Apr 1994 | BIREX vs CREEX |
Lowest Volatility Alternatives to BIREX
BIREX has 13.60% 1-year volatility. There are 58 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 | 0.99% | — | Oct 1995 | BIREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.45% | — | Oct 2011 | BIREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.72% | — | Jun 2014 | BIREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class C | 4.34% | — | Apr 2010 | BIREX vs FRIOX |
Lowest Drawdown Alternatives to BIREX
BIREX has a 1-year max drawdown of -8.16%. There are 42 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 | -0.29% | — | 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 ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 39 | 15.10% | — | Sep 2021 | BIREX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | BIREX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | BIREX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 12.43% | — | May 2011 | BIREX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | BIREX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | BIREX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | BIREX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 34.57% | — | Apr 2000 | BIREX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | BIREX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | BIREX vs FAMRX |
Often Compared With BIREX
Investors most often compare BIREX with VGSLX, EQWL, VOO. These 20 comparison targets span 7 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