Guggenheim Risk Managed Real Estate Fund (GURIX) Alternatives
Guggenheim Risk Managed Real Estate Fund (GURIX) 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 GURIX. 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 GURIX
GURIX charges 1.10% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among GURIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | GURIX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | GURIX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | GURIX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | GURIX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | GURIX vs VGRNX |
Best Risk-Adjusted Alternatives to GURIX
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 | GURIX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | GURIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | GURIX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | GURIX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | GURIX vs FRIFX |
Top Performing GURIX Alternatives (YTD)
GURIX 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 | GURIX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | GURIX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | GURIX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | GURIX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | GURIX vs IVRSX |
Lowest Volatility Alternatives to GURIX
GURIX 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 | GURIX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | GURIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | GURIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | GURIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | GURIX vs FRIRX |
Lowest Drawdown Alternatives to GURIX
GURIX 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 | GURIX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | GURIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | GURIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | GURIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | GURIX vs FRINX |
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Often Compared With GURIX
What investors most often compare with GURIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| AGNC Investment Corp. | 69 | -3.30% | — | GURIX vs AGNC | ||
| Realty Income Corporation | 65 | 9.95% | — | GURIX vs O | ||
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | GURIX vs SCHD |
Compare GURIX with Any Fund or Stock
Compare GURIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.