Baron Real Estate Fund (BREIX) Alternatives
Baron Real Estate Fund (BREIX) 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 BREIX. 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 BREIX
BREIX charges 1.05% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among BREIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | BREIX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | BREIX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | BREIX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | BREIX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | BREIX vs VGRNX |
Best Risk-Adjusted Alternatives to BREIX
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 | BREIX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | BREIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | BREIX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | BREIX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | BREIX vs FRIFX |
Top Performing BREIX Alternatives (YTD)
BREIX 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 | BREIX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | BREIX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | BREIX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | BREIX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | BREIX vs IVRSX |
Lowest Volatility Alternatives to BREIX
BREIX 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 | BREIX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | BREIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | BREIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | BREIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | BREIX vs FRIRX |
Lowest Drawdown Alternatives to BREIX
BREIX 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 | BREIX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | BREIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | BREIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | BREIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | BREIX vs FRINX |
Other Mutual Funds from Baron Capital Group, Inc.
Most popular Baron Capital Group, Inc. mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Baron Partners Fund | Large Cap Growth Equities | 81 | -7.34% | Apr 30, 2003 | BREIX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 71 | -7.28% | Jun 30, 2008 | BREIX vs BFGFX | |
| Baron Growth Fund | Mid Cap Growth Equities | 0 | -13.64% | Dec 30, 1994 | BREIX vs BGRFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 39 | -12.09% | Feb 29, 2000 | BREIX vs BIOPX | |
| Baron Asset Fund | Mid Cap Growth Equities | 8 | -9.35% | Jun 12, 1987 | BREIX vs BARAX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 19 | -12.29% | Dec 29, 2017 | BREIX vs BDAIX | |
| Baron Real Estate Income Fund | REIT | 13 | -0.64% | Dec 29, 2017 | BREIX vs BRIIX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 3 | -10.87% | Sep 30, 1997 | BREIX vs BSCFX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 0 | -13.60% | May 29, 2009 | BREIX vs BGRIX | |
| Baron Discovery Fund | Small Cap Growth Equities | 6 | -13.78% | Sep 30, 2013 | BREIX vs BDFIX |
Often Compared With BREIX
What investors most often compare with BREIX, based on PortfoliosLab usage data.
Compare BREIX with Any Fund or Stock
Compare BREIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.