Dunham Real Estate Stock Fund (DCREX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DCREX
DCREX charges 2.37% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among DCREX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | DCREX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | DCREX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | DCREX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | DCREX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | DCREX vs VGRNX |
Best Risk-Adjusted Alternatives to DCREX
Among mutual funds in the REIT category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | Jun 23, 2023 | DCREX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | DCREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | DCREX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | DCREX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | DCREX vs FRIFX |
Top Performing DCREX Alternatives (YTD)
DCREX alternatives from the REIT category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| abrdn Realty Income & Growth Fund | 4.51% | Dec 29, 1998 | DCREX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | DCREX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | DCREX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | DCREX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | DCREX vs IVRSX |
Lowest Volatility Alternatives to DCREX
DCREX alternatives from the REIT category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.67% | Jun 23, 2023 | DCREX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | DCREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | DCREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | DCREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | DCREX vs FRIRX |
Lowest Drawdown Alternatives to DCREX
DCREX alternatives from the REIT category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | Jun 23, 2023 | DCREX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | DCREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | DCREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | DCREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | DCREX vs FRINX |
Other Mutual Funds from Dunham
Most popular Dunham mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Dunham International Stock Fund | Foreign Large Cap Equities | 93 | 2.71% | Dec 10, 2004 | DCREX vs DCINX | |
| Dunham Large Cap Value Fund | Large Cap Value Equities | 55 | -1.41% | Dec 10, 2004 | DCREX vs DCLVX | |
| Dunham International Opportunity Bond Fund | Global Bonds | 83 | -0.59% | Oct 31, 2013 | DCREX vs DAIOX | |
| Dunham Monthly Distribution Fund | Event Driven | 98 | 1.02% | Jul 31, 2008 | DCREX vs DAMDX | |
| Dunham Focused Large Cap Growth Fund | Large Cap Growth Equities | 3 | -19.07% | Dec 8, 2011 | DCREX vs DAFGX | |
| Dunham Small Cap Value Fund | Small Cap Value Equities | 55 | 2.51% | Dec 10, 2004 | DCREX vs DCSVX | |
| Dunham Emerging Markets Stock Fund | Emerging Markets Diversified | 77 | 1.93% | Dec 9, 2004 | DCREX vs DCEMX | |
| Dunham Small Cap Growth Fund | Small Cap Growth Equities | 44 | -4.35% | Dec 10, 2004 | DCREX vs DCDGX | |
| Dunham Dynamic Macro Fund | Macro Trading | 92 | 2.75% | Apr 28, 2010 | DCREX vs DNAVX | |
| Dunham High Yield Bond Fund | High Yield Bonds | 74 | -1.31% | Jul 1, 2005 | DCREX vs DCHYX |
Often Compared With DCREX
What investors most often compare with DCREX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity MSCI Energy Index ETF | Energy Equities | 76 | 38.13% | Oct 21, 2013 | DCREX vs FENY | |
| SPDR Barclays 1-3 Month T-Bill ETF | Government Bonds | 100 | 0.85% | May 25, 2007 | DCREX vs BIL | |
| iShares High Yield Bond Factor ETF | High Yield Bonds | 61 | -0.64% | Jul 11, 2017 | DCREX vs HYDB | |
| Main Street Capital Corporation | 40 | -10.66% | — | DCREX vs MAIN | ||
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 40 | -5.03% | Apr 4, 2007 | DCREX vs FIRIX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 10 | 2.88% | Jan 9, 1998 | DCREX vs SOAAX | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 41 | -5.05% | Oct 2, 2018 | DCREX vs FIKLX | |
| SA Real Estate Securities Fund | REIT | 7 | 1.73% | Apr 2, 2007 | DCREX vs SAREX | |
| JHancock Real Estate Securities Fund | REIT | 9 | 2.30% | Oct 14, 2005 | DCREX vs JIREX |
Compare DCREX with Any Fund or Stock
Compare DCREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.