Baron Real Estate Fund Retail Shares (BREFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BREFX
BREFX charges 1.31% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among BREFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | BREFX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | BREFX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | BREFX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | BREFX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | BREFX vs VGRNX |
Best Risk-Adjusted Alternatives to BREFX
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 | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | Jun 23, 2023 | BREFX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | BREFX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | BREFX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | BREFX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | BREFX vs FRIFX |
Top Performing BREFX Alternatives (YTD)
BREFX alternatives from the REIT category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| abrdn Realty Income & Growth Fund | 4.51% | Dec 29, 1998 | BREFX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | BREFX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | BREFX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | BREFX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | BREFX vs IVRSX |
Lowest Volatility Alternatives to BREFX
BREFX alternatives from the REIT category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.67% | Jun 23, 2023 | BREFX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | BREFX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | BREFX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | BREFX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | BREFX vs FRIRX |
Lowest Drawdown Alternatives to BREFX
BREFX alternatives from the REIT category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | Jun 23, 2023 | BREFX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | BREFX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | BREFX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | BREFX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | BREFX vs FRINX |
Other Mutual Funds from Baron Capital
Most popular Baron Capital mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Baron Focused Growth Fund Institutional Shares | Mid Cap Growth Equities | 71 | -7.21% | May 29, 2009 | BREFX vs BFGIX |
Often Compared With BREFX
What investors most often compare with BREFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | BREFX vs VOO | |
| Fidelity International Real Estate Fund | REIT | 42 | -5.10% | Sep 8, 2004 | BREFX vs FIREX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 10 | 2.88% | Jan 9, 1998 | BREFX vs SOAAX | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 40 | -5.03% | Apr 4, 2007 | BREFX vs FIRIX | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 41 | -5.05% | Oct 2, 2018 | BREFX vs FIKLX | |
| JHancock Real Estate Securities Fund | REIT | 9 | 2.30% | Oct 14, 2005 | BREFX vs JIREX | |
| SA Real Estate Securities Fund | REIT | 7 | 1.73% | Apr 2, 2007 | BREFX vs SAREX |
Compare BREFX with Any Fund or Stock
Compare BREFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.