Apollo Diversified Real Estate Fund Class I (GRIFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to GRIFX
GRIFX charges 2.23% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among GRIFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | GRIFX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | GRIFX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | GRIFX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | GRIFX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | GRIFX vs VGRNX |
Best Risk-Adjusted Alternatives to GRIFX
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 | GRIFX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | GRIFX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | GRIFX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | GRIFX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | GRIFX vs FRIFX |
Top Performing GRIFX Alternatives (YTD)
GRIFX 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 | GRIFX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | GRIFX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | GRIFX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | GRIFX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | GRIFX vs IVRSX |
Lowest Volatility Alternatives to GRIFX
GRIFX 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 | GRIFX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | GRIFX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | GRIFX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | GRIFX vs FRIRX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.92% | Apr 14, 2010 | GRIFX vs FRINX |
Lowest Drawdown Alternatives to GRIFX
GRIFX 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 | GRIFX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | GRIFX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | GRIFX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | GRIFX vs FRINX | |
| Fidelity Advisor Real Estate Income Fund Class I | -4.30% | — | GRIFX vs FRIRX |
Often Compared With GRIFX
What investors most often compare with GRIFX, 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.