Apollo Diversified Real Estate Fund Class I (GRIFX) 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 GRIFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GRIFX
GRIFX charges 2.23% annually. There are 103 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 | GRIFX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | GRIFX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | GRIFX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.11% | 71.40B | Dec 2003 | GRIFX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | GRIFX vs VGRNX |
Best Risk-Adjusted Alternatives to GRIFX
GRIFX has a PortfoliosLab risk / return rank of 63. There are 14 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 | GRIFX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | GRIFX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 85 | — | Oct 2011 | GRIFX vs FSREX | |
| abrdn Realty Income & Growth Fund | 82 | — | Dec 1998 | GRIFX vs AIGYX | |
| Delaware Ivy Securian Real Estate Securities Fund | 81 | — | Feb 1999 | GRIFX vs IRSAX |
Top Performing GRIFX Alternatives (YTD)
GRIFX is at 4.30% YTD. There are 82 mutual funds in the REIT category with higher YTD returns, going as high as 21.10%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 21.10% | — | Dec 2010 | GRIFX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 20.94% | — | Dec 1998 | GRIFX vs AIGYX | |
| Columbia Real Estate Equity Fund | 20.10% | — | Apr 1994 | GRIFX vs CREEX | |
| VY CBRE Real Estate Portfolio | 20.10% | — | Jan 1989 | GRIFX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 20.09% | — | Mar 1995 | GRIFX vs PHRAX |
Lowest Volatility Alternatives to GRIFX
GRIFX has 3.75% 1-year volatility. There are 3 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 | GRIFX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | GRIFX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.47% | — | Oct 2011 | GRIFX vs FSREX | |
| Fidelity Real Estate Income Fund | 4.18% | — | Feb 2003 | GRIFX vs FRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.30% | — | Apr 2010 | GRIFX vs FRINX |
Lowest Drawdown Alternatives to GRIFX
GRIFX has a 1-year max drawdown of -1.70%. There are 2 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 | GRIFX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | GRIFX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | GRIFX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | GRIFX vs FRIFX | |
| Fidelity Advisor Real Estate Income Fund Class Z | -3.43% | — | Oct 2018 | GRIFX vs FIKMX |
Often Compared With GRIFX
Investors most often compare GRIFX with SOAAX, JAREX, GREIX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare GRIFX with Any Fund or Stock
Compare GRIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GRIFX with funds that move differently
Apollo Diversified Real Estate Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GRIFX.
Explore GRIFX Diversifiers