Franklin Real Estate Securities Fund (FREEX) Alternatives
Franklin Real Estate Securities Fund (FREEX) 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 FREEX. 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 FREEX
FREEX charges 1.11% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among FREEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | FREEX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | FREEX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | FREEX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | FREEX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | FREEX vs VGRNX |
Best Risk-Adjusted Alternatives to FREEX
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 | FREEX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | FREEX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | FREEX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | FREEX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | FREEX vs FRIFX |
Top Performing FREEX Alternatives (YTD)
FREEX 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 | FREEX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | FREEX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | FREEX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | FREEX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | FREEX vs IVRSX |
Lowest Volatility Alternatives to FREEX
FREEX 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 | FREEX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | FREEX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | FREEX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | FREEX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | FREEX vs FRIRX |
Lowest Drawdown Alternatives to FREEX
FREEX 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 | FREEX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | FREEX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | FREEX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | FREEX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | FREEX vs FRINX |
Other Mutual Funds from Franklin Templeton
Most popular Franklin Templeton mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 21 | -15.24% | Jan 2, 1968 | FREEX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 94 | -2.21% | May 18, 1969 | FREEX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 2.15% | — | FREEX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 30 | -8.53% | Apr 1, 1948 | FREEX vs FKGRX | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | -4.58% | Jan 14, 1987 | FREEX vs FRDPX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 42 | 20.88% | Jun 10, 2011 | FREEX vs EMO | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | -12.79% | Aug 29, 1997 | FREEX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 18 | -10.22% | Oct 24, 1983 | FREEX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 86 | 2.21% | Aug 28, 1997 | FREEX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 35 | -6.24% | Mar 10, 1970 | FREEX vs SHAPX |
Often Compared With FREEX
What investors most often compare with FREEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| ProShares UltraPro QQQ | Leveraged Equities, Leveraged | 50 | -20.81% | Feb 9, 2010 | FREEX vs TQQQ | |
| Templeton Global Bond Fund | Global Bonds | 62 | -2.00% | Sep 17, 1986 | FREEX vs TPINX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 10 | 2.88% | Jan 9, 1998 | FREEX vs SOAAX | |
| Fidelity International Real Estate Fund | REIT | 42 | -5.10% | Sep 8, 2004 | FREEX vs FIREX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Adm... | REIT | 39 | -5.49% | Feb 10, 2011 | FREEX vs VGRLX |
Compare FREEX with Any Fund or Stock
Compare FREEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.