Easterly Global Real Estate Fund (JAREX) 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 JAREX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JAREX
JAREX charges 1.36% annually. There are 90 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 | JAREX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | JAREX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | JAREX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.90B | Dec 2003 | JAREX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | JAREX vs VGRNX |
Best Risk-Adjusted Alternatives to JAREX
JAREX has a PortfoliosLab risk / return rank of 5. There are 96 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 | JAREX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | JAREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | — | Oct 2011 | JAREX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 48 | — | Oct 2018 | JAREX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 47 | — | — | JAREX vs FRIRX |
Top Performing JAREX Alternatives (YTD)
JAREX is at 8.70% YTD. There are 42 mutual funds in the REIT category with higher YTD returns, going as high as 12.78%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 12.78% | — | Dec 2010 | JAREX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 12.76% | — | Dec 2002 | JAREX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 12.42% | — | Dec 1996 | JAREX vs CRARX | |
| BlackRock Real Estate Securities Fund | 12.38% | — | Sep 2012 | JAREX vs BIREX | |
| PIMCO Variable Insurance Trust Real Estate Real Re... | 12.29% | — | Oct 2003 | JAREX vs PRRSX |
Lowest Volatility Alternatives to JAREX
JAREX has 11.76% 1-year volatility. There are 23 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 | JAREX vs CREMX | |
| TIAA Real Estate Account | 0.77% | — | Oct 1995 | JAREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.47% | — | Oct 2011 | JAREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.58% | — | Jun 2014 | JAREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.03% | — | Apr 2010 | JAREX vs FRINX |
Lowest Drawdown Alternatives to JAREX
JAREX has a 1-year max drawdown of -11.74%. There are 89 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 | JAREX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | JAREX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | JAREX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | JAREX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | JAREX vs FRIFX |
Other Mutual Funds from James Alpha Advisors
The 2 most viewed James Alpha Advisors mutual funds shown here include JDIEX, JSVIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Easterly Hedged Equity Fund | Options Trading | 91 | 8.68% | — | Jul 2015 | JAREX vs JDIEX | |
| Easterly Income Opportunities Fund | Multisector Bonds | 79 | 0.37% | — | Aug 2018 | JAREX vs JSVIX |
Often Compared With JAREX
Investors most often compare JAREX with VTSAX, FIRIX, AIGYX. These 13 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare JAREX with Any Fund or Stock
Compare JAREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JAREX with funds that move differently
Easterly Global Real Estate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JAREX.
Explore JAREX Diversifiers