Dunham Real Estate Stock Fund (DCREX) 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 DCREX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DCREX
DCREX charges 2.37% annually. There are 105 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 | DCREX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | DCREX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | DCREX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.11% | 71.40B | Dec 2003 | DCREX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | DCREX vs VGRNX |
Best Risk-Adjusted Alternatives to DCREX
DCREX has a PortfoliosLab risk / return rank of 25. There are 86 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 | DCREX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | DCREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 82 | — | Oct 2011 | DCREX vs FSREX | |
| abrdn Realty Income & Growth Fund | 82 | — | Dec 1998 | DCREX vs AIGYX | |
| Delaware Ivy Securian Real Estate Securities Fund | 80 | — | Feb 1999 | DCREX vs IRSAX |
Top Performing DCREX Alternatives (YTD)
DCREX is at 15.78% YTD. There are 36 mutual funds in the REIT category with higher YTD returns, going as high as 21.23%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 21.23% | — | Dec 2010 | DCREX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 20.65% | — | Dec 1998 | DCREX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 20.18% | — | Jan 1989 | DCREX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 20.15% | — | Mar 1995 | DCREX vs PHRAX | |
| Great-West Real Estate Index Fund | 20.05% | — | Nov 2012 | DCREX vs MXREX |
Lowest Volatility Alternatives to DCREX
DCREX has 13.45% 1-year volatility. There are 53 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.45% | — | Jun 2023 | DCREX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | DCREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.46% | — | Oct 2011 | DCREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.73% | — | Jun 2014 | DCREX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.19% | — | Feb 2003 | DCREX vs FRIFX |
Lowest Drawdown Alternatives to DCREX
DCREX has a 1-year max drawdown of -7.86%. There are 32 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 | DCREX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | DCREX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | DCREX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | DCREX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | DCREX vs FRIFX |
Other Mutual Funds from Dunham
The 10 most viewed Dunham mutual funds shown here include DCINX, DCAIX, DAIOX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Dunham International Stock Fund | Foreign Large Cap Equities | 90 | 23.49% | — | Dec 2004 | DCREX vs DCINX | |
| Dunham Long/Short Credit Fund | Nontraditional Bonds | 72 | 0.80% | — | Dec 2004 | DCREX vs DCAIX | |
| Dunham International Opportunity Bond Fund | Global Bonds | 40 | 2.42% | — | Oct 2013 | DCREX vs DAIOX | |
| Dunham Small Cap Growth Fund | Small Cap Growth Equities | 49 | 16.68% | — | Dec 2004 | DCREX vs DCDGX | |
| Dunham Dynamic Macro Fund | Multistrategy | 6 | 0.62% | — | Apr 2010 | DCREX vs DNAVX | |
| Dunham Large Cap Value Fund | Large Cap Value Equities | 93 | 15.85% | — | Dec 2004 | DCREX vs DCLVX | |
| Dunham Monthly Distribution Fund | Event Driven | 89 | 1.40% | — | Jul 2008 | DCREX vs DAMDX | |
| Dunham Small Cap Value Fund | Small Cap Value Equities | 91 | 24.22% | — | Dec 2004 | DCREX vs DCSVX | |
| Dunham Emerging Markets Stock Fund | Emerging Markets Equities | 41 | 18.82% | — | Dec 2004 | DCREX vs DCEMX | |
| Dunham Focused Large Cap Growth Fund | Large Cap Growth Equities | 3 | 2.66% | — | Dec 2011 | DCREX vs DAFGX |
Often Compared With DCREX
Investors most often compare DCREX with HYDB, FENY, BIL. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare DCREX with Any Fund or Stock
Compare DCREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DCREX with funds that move differently
Dunham Real Estate Stock Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DCREX.
Explore DCREX Diversifiers