Redwood Real Estate Income Fund (CREMX) 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 CREMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CREMX
CREMX charges 5.16% annually. There are 107 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 | CREMX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | CREMX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | CREMX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | CREMX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | CREMX vs VGRNX |
Best Risk-Adjusted Alternatives to CREMX
CREMX has a PortfoliosLab risk / return rank of 100. No mutual funds in the REIT category have higher risk-adjusted ranks; the top alternatives shown here go as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| TIAA Real Estate Account | 98 | — | Oct 1995 | CREMX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 86 | — | Oct 2011 | CREMX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 48 | — | Oct 2018 | CREMX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 48 | — | — | CREMX vs FRIRX | |
| Fidelity Real Estate Income Fund | 46 | — | Feb 2003 | CREMX vs FRIFX |
Top Performing CREMX Alternatives (YTD)
CREMX is at 3.39% YTD. There are 90 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 | CREMX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 16.35% | — | Dec 1998 | CREMX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 15.96% | — | Jan 1989 | CREMX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 15.62% | — | Mar 1995 | CREMX vs PHRAX | |
| Great-West Real Estate Index Fund | 15.55% | — | Nov 2012 | CREMX vs MXREX |
Lowest Volatility Alternatives to CREMX
CREMX has 0.43% 1-year volatility. No mutual funds in the REIT category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 0.79%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| TIAA Real Estate Account | 0.79% | — | Oct 1995 | CREMX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.45% | — | Oct 2011 | CREMX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | CREMX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.13% | — | Apr 2010 | CREMX vs FRINX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 4.15% | — | Oct 2018 | CREMX vs FIKMX |
Lowest Drawdown Alternatives to CREMX
CREMX has a 1-year max drawdown of -0.04%. No mutual funds in the REIT category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -0.37%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | CREMX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | CREMX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | CREMX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | CREMX vs FRIFX | |
| Fidelity Advisor Real Estate Income Fund Class Z | -3.43% | — | Oct 2018 | CREMX vs FIKMX |
Other Mutual Funds from Redwood
The 4 most viewed Redwood mutual funds shown here include RWIIX, RWSIX, RWDIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | Foreign Large Cap Equities | 46 | 7.48% | — | Nov 2017 | CREMX vs RWIIX | |
| Redwood Systematic Macro Trend ("SMarT") Fund | Systematic Trend | 28 | 7.58% | — | Nov 2017 | CREMX vs RWSIX | |
| Redwood Managed Volatility Fund | Nontraditional Bonds | 79 | 1.32% | — | Dec 2013 | CREMX vs RWDIX | |
| Redwood Managed Municipal Income Fund | High Yield Muni | 26 | 0.06% | — | Mar 2017 | CREMX vs RWMIX |
Often Compared With CREMX
Investors most often compare CREMX with BREFX, GREIX, FIRIX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare CREMX with Any Fund or Stock
Compare CREMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CREMX with funds that move differently
Redwood Real Estate Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CREMX.
Explore CREMX Diversifiers