Columbia Real Estate Equity Fund (CREEX) 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 CREEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CREEX
CREEX charges 1.01% annually. There are 61 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 | CREEX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | CREEX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | CREEX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | CREEX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | CREEX vs VGRNX |
Best Risk-Adjusted Alternatives to CREEX
CREEX has a PortfoliosLab risk / return rank of 19. There are 28 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 | CREEX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | CREEX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 86 | — | Oct 2011 | CREEX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 48 | — | Oct 2018 | CREEX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 48 | — | — | CREEX vs FRIRX |
Top Performing CREEX Alternatives (YTD)
CREEX is at 13.56% YTD. There are 22 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 | CREEX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 16.35% | — | Dec 1998 | CREEX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 15.96% | — | Jan 1989 | CREEX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 15.62% | — | Mar 1995 | CREEX vs PHRAX | |
| Great-West Real Estate Index Fund | 15.55% | — | Nov 2012 | CREEX vs MXREX |
Lowest Volatility Alternatives to CREEX
CREEX has 14.19% 1-year volatility. There are 95 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 | CREEX vs CREMX | |
| TIAA Real Estate Account | 0.79% | — | Oct 1995 | CREEX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.45% | — | Oct 2011 | CREEX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | CREEX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.13% | — | Apr 2010 | CREEX vs FRINX |
Lowest Drawdown Alternatives to CREEX
CREEX has a 1-year max drawdown of -7.94%. There are 36 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 | CREEX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | CREEX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | CREEX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | CREEX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | CREEX vs FRIFX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 96 | 59.22% | — | Jun 1983 | CREEX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 79 | 8.83% | — | Mar 1998 | CREEX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 79 | 8.90% | — | Nov 2012 | CREEX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 77 | 8.70% | — | Nov 2002 | CREEX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 96 | 58.24% | — | May 1994 | CREEX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 78 | 31.05% | — | Nov 2000 | CREEX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 79 | 31.20% | — | Nov 2000 | CREEX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 47 | 8.24% | — | Dec 1992 | CREEX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 51 | 5.48% | — | Sep 1991 | CREEX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 26 | 1.13% | — | Mar 2008 | CREEX vs COSZX |
Often Compared With CREEX
Investors most often compare CREEX with VGSLX, SOAAX, CRARX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare CREEX with Any Fund or Stock
Compare CREEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CREEX with funds that move differently
Columbia Real Estate Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CREEX.
Explore CREEX Diversifiers