DFA Real Estate Securities Portfolio Class I (DFREX) Alternatives
DFA Real Estate Securities Portfolio Class I (DFREX) 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 DFREX. 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 DFREX
DFREX charges 0.18% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among DFREX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | DFREX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | DFREX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | DFREX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | DFREX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | DFREX vs VGRNX |
Best Risk-Adjusted Alternatives to DFREX
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 | DFREX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | DFREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | DFREX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | DFREX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | DFREX vs FRIFX |
Top Performing DFREX Alternatives (YTD)
DFREX 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 | DFREX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | DFREX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | DFREX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | DFREX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | DFREX vs IVRSX |
Lowest Volatility Alternatives to DFREX
DFREX 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 | DFREX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | DFREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | DFREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | DFREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | DFREX vs FRIRX |
Lowest Drawdown Alternatives to DFREX
DFREX 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 | DFREX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | DFREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | DFREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | DFREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | DFREX vs FRINX |
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Often Compared With DFREX
What investors most often compare with DFREX, based on PortfoliosLab usage data.
Compare DFREX with Any Fund or Stock
Compare DFREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.