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 a closer substitute for your current allocation.
Cheapest Alternatives to BREIX
BREIX charges 1.05% annually. There are 66 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 | BREIX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | BREIX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | BREIX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | BREIX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | BREIX vs VGRNX |
Best Risk-Adjusted Alternatives to BREIX
BREIX has a PortfoliosLab risk / return rank of 13. There are 74 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 | BREIX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | BREIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 86 | — | Oct 2011 | BREIX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 48 | — | Oct 2018 | BREIX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 48 | — | — | BREIX vs FRIRX |
Top Performing BREIX Alternatives (YTD)
BREIX is at 3.45% YTD. There are 89 mutual funds in the REIT category with higher YTD returns, going as high as 17.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 17.00% | — | Dec 2010 | BREIX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 16.35% | — | Dec 1998 | BREIX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 15.96% | — | Jan 1989 | BREIX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 15.62% | — | Mar 1995 | BREIX vs PHRAX | |
| Great-West Real Estate Index Fund | 15.55% | — | Nov 2012 | BREIX vs MXREX |
Lowest Volatility Alternatives to BREIX
BREIX has 17.03% 1-year volatility. There are 104 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 | BREIX vs CREMX | |
| TIAA Real Estate Account | 0.79% | — | Oct 1995 | BREIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.45% | — | Oct 2011 | BREIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | BREIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.13% | — | Apr 2010 | BREIX vs FRINX |
Lowest Drawdown Alternatives to BREIX
BREIX has a 1-year max drawdown of -12.56%. There are 91 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 | BREIX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | BREIX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | BREIX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | BREIX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | BREIX vs FRIFX |
Other Mutual Funds from Baron Capital Group, Inc.
The 10 most viewed Baron Capital Group, Inc. mutual funds shown here include BPTRX, BFGFX, BIOPX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baron Partners Fund | Large Cap Growth Equities | 52 | 4.67% | — | Apr 2003 | BREIX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 31 | 4.24% | — | Jun 2008 | BREIX vs BFGFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 31 | 11.84% | — | Feb 2000 | BREIX vs BIOPX | |
| Baron Growth Fund | Mid Cap Growth Equities | 0 | -16.71% | — | Dec 1994 | BREIX vs BGRFX | |
| Baron Asset Fund | Mid Cap Growth Equities | 8 | 4.02% | — | Jun 1987 | BREIX vs BARAX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 3 | -2.27% | — | Sep 1997 | BREIX vs BSCFX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 0 | -16.62% | — | May 2009 | BREIX vs BGRIX | |
| Baron Real Estate Income Fund | REIT | 29 | 11.79% | — | Dec 2017 | BREIX vs BRIIX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 17 | 3.69% | — | Dec 2017 | BREIX vs BDAIX | |
| Baron WealthBuilder Fund | Diversified Portfolio | 14 | 1.98% | — | Dec 2017 | BREIX vs BWBIX |
Often Compared With BREIX
Investors most often compare BREIX with CSRSX, PRSCX, SPY. These 20 comparison targets span 13 categories, 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.
Pair BREIX with funds that move differently
Baron Real Estate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BREIX.
Explore BREIX Diversifiers