Baron Real Estate Fund Retail Shares (BREFX) 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 BREFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BREFX
BREFX charges 1.31% annually. There are 89 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 | BREFX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | BREFX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | BREFX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | BREFX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | BREFX vs VGRNX |
Best Risk-Adjusted Alternatives to BREFX
BREFX has a PortfoliosLab risk / return rank of 15. There are 78 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 | BREFX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | BREFX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 88 | — | Oct 2011 | BREFX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 58 | — | Oct 2018 | BREFX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 57 | — | — | BREFX vs FRIRX |
Top Performing BREFX Alternatives (YTD)
BREFX is at 5.33% YTD. There are 83 mutual funds in the REIT category with higher YTD returns, going as high as 18.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 18.81% | — | Dec 2010 | BREFX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 18.11% | — | Dec 1998 | BREFX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 17.68% | — | Jan 1989 | BREFX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 17.26% | — | Mar 1995 | BREFX vs PHRAX | |
| Great-West Real Estate Index Fund | 17.10% | — | Nov 2012 | BREFX vs MXREX |
Lowest Volatility Alternatives to BREFX
BREFX has 17.03% 1-year volatility. There are 105 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 | BREFX vs CREMX | |
| TIAA Real Estate Account | 0.79% | — | Oct 1995 | BREFX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.45% | — | Oct 2011 | BREFX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | BREFX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.11% | — | Apr 2010 | BREFX vs FRINX |
Lowest Drawdown Alternatives to BREFX
BREFX has a 1-year max drawdown of -12.60%. There are 92 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 | BREFX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | BREFX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | BREFX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | BREFX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | BREFX vs FRIFX |
Other Mutual Funds from Baron Capital
The 1 most viewed Baron Capital mutual funds shown here include BFGIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baron Focused Growth Fund Institutional Shares | Mid Cap Growth Equities | 33 | 5.01% | — | May 2009 | BREFX vs BFGIX |
Often Compared With BREFX
Investors most often compare BREFX with JIREX, FIREX, VOO. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare BREFX with Any Fund or Stock
Compare BREFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BREFX with funds that move differently
Baron Real Estate Fund Retail Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BREFX.
Explore BREFX Diversifiers