Baron Real Estate Income Fund (BRIIX) 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 BRIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BRIIX
BRIIX charges 1.08% annually. There are 70 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | BRIIX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | BRIIX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | BRIIX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | BRIIX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | BRIIX vs VGRNX |
Best Risk-Adjusted Alternatives to BRIIX
BRIIX has a PortfoliosLab risk / return rank of 38. There are 20 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 | BRIIX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | BRIIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | — | Oct 2011 | BRIIX vs FSREX | |
| Delaware Ivy Securian Real Estate Securities Fund | 71 | — | Feb 1999 | BRIIX vs IRSAX | |
| abrdn Realty Income & Growth Fund | 69 | — | Dec 1998 | BRIIX vs AIGYX |
Top Performing BRIIX Alternatives (YTD)
BRIIX is at 12.73% YTD. There are 44 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 | BRIIX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 18.79% | — | Dec 1998 | BRIIX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 18.38% | — | Jan 1989 | BRIIX vs IVRSX | |
| Delaware Ivy Securian Real Estate Securities Fund | 18.29% | — | Feb 1999 | BRIIX vs IRSAX | |
| Columbia Real Estate Equity Fund | 18.23% | — | Apr 1994 | BRIIX vs CREEX |
Lowest Volatility Alternatives to BRIIX
BRIIX has 13.72% 1-year volatility. There are 64 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 | BRIIX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | BRIIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.45% | — | Oct 2011 | BRIIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.72% | — | Jun 2014 | BRIIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class C | 4.34% | — | Apr 2010 | BRIIX vs FRIOX |
Lowest Drawdown Alternatives to BRIIX
BRIIX has a 1-year max drawdown of -7.61%. There are 15 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 | BRIIX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | BRIIX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | BRIIX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | BRIIX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | BRIIX 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 | 67 | 6.99% | — | Apr 2003 | BRIIX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 33 | 6.29% | — | Jun 2008 | BRIIX vs BFGFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 33 | 13.48% | — | Feb 2000 | BRIIX vs BIOPX | |
| Baron Growth Fund | Mid Cap Growth Equities | 0 | -9.93% | — | Dec 1994 | BRIIX vs BGRFX | |
| Baron Asset Fund | Mid Cap Growth Equities | 9 | 4.73% | — | Jun 1987 | BRIIX vs BARAX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 4 | 3.07% | — | Sep 1997 | BRIIX vs BSCFX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 14 | 4.98% | — | Dec 2017 | BRIIX vs BDAIX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 0 | -9.83% | — | May 2009 | BRIIX vs BGRIX | |
| Baron Real Estate Fund | REIT | 9 | 3.69% | — | Dec 2009 | BRIIX vs BREIX | |
| Baron WealthBuilder Fund | Diversified Portfolio | 17 | 4.93% | — | Dec 2017 | BRIIX vs BWBIX |
Often Compared With BRIIX
Investors most often compare BRIIX with VRAI, VGSLX, SFREX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare BRIIX with Any Fund or Stock
Compare BRIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BRIIX with funds that move differently
Baron Real Estate Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BRIIX.
Explore BRIIX Diversifiers