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 a closer substitute for your current allocation.
Cheapest Alternatives to DFREX
DFREX charges 0.18% annually. There are 8 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 | DFREX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | DFREX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | DFREX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | DFREX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | DFREX vs VGRNX |
Best Risk-Adjusted Alternatives to DFREX
DFREX has a PortfoliosLab risk / return rank of 15. There are 41 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 | DFREX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | DFREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | — | Oct 2011 | DFREX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 49 | — | Oct 2018 | DFREX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 48 | — | — | DFREX vs FRIRX |
Top Performing DFREX Alternatives (YTD)
DFREX is at 12.74% YTD. There are 16 mutual funds in the REIT category with higher YTD returns, going as high as 15.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 15.24% | — | Dec 2010 | DFREX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 14.59% | — | Dec 1998 | DFREX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 14.49% | — | Jan 1989 | DFREX vs IVRSX | |
| LDR Real Estate Value Opportunity Fund | 14.35% | — | Dec 2002 | DFREX vs HLRRX | |
| Columbia Real Estate Equity Fund | 14.21% | — | Apr 1994 | DFREX vs CREEX |
Lowest Volatility Alternatives to DFREX
DFREX has 13.66% 1-year volatility. There are 69 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 | DFREX vs CREMX | |
| TIAA Real Estate Account | 0.77% | — | Oct 1995 | DFREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.43% | — | Oct 2011 | DFREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | DFREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.12% | — | Apr 2010 | DFREX vs FRINX |
Lowest Drawdown Alternatives to DFREX
DFREX has a 1-year max drawdown of -8.40%. There are 52 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 | DFREX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | DFREX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | DFREX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | DFREX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | DFREX vs FRIFX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories.
Often Compared With DFREX
Investors most often compare DFREX with VNQ, DFAR, DFCEX. These 20 comparison targets span 7 categories, 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.
Pair DFREX with funds that move differently
DFA Real Estate Securities Portfolio Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFREX.
Explore DFREX Diversifiers