Easterly Global Real Estate Fund (JAREX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JAREX
JAREX charges 1.36% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among JAREX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | JAREX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | JAREX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | JAREX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | JAREX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | JAREX vs VGRNX |
Best Risk-Adjusted Alternatives to JAREX
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 | JAREX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | JAREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | Oct 20, 2011 | JAREX vs FSREX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Adm... | 50 | Feb 10, 2011 | JAREX vs VGRLX | |
| Fidelity International Real Estate Fund | 50 | Sep 8, 2004 | JAREX vs FIREX |
Top Performing JAREX Alternatives (YTD)
JAREX alternatives from the REIT category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| abrdn Realty Income & Growth Fund | 6.07% | Dec 29, 1998 | JAREX vs AIGYX | |
| PGIM US Real Estate Fund | 5.84% | Dec 21, 2010 | JAREX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 5.63% | Dec 16, 2002 | JAREX vs HLRRX | |
| VY CBRE Real Estate Portfolio | 4.62% | Jan 24, 1989 | JAREX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 4.52% | Mar 1, 1995 | JAREX vs PHRAX |
Lowest Volatility Alternatives to JAREX
JAREX alternatives from the REIT category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| TIAA Real Estate Account | 0.77% | Oct 2, 1995 | JAREX vs QREARX | |
| Redwood Real Estate Income Fund | 0.89% | Jun 23, 2023 | JAREX vs CREMX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | JAREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.58% | Jun 30, 2014 | JAREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | JAREX vs FRIRX |
Lowest Drawdown Alternatives to JAREX
JAREX alternatives from the REIT category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | JAREX vs QREARX | |
| Redwood Real Estate Income Fund | -0.55% | Jun 23, 2023 | JAREX vs CREMX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | JAREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | JAREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | JAREX vs FRINX |
Other Mutual Funds from James Alpha Advisors
Most popular James Alpha Advisors mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Easterly Hedged Equity Fund | Options Trading | 58 | 0.00% | Jul 30, 2015 | JAREX vs JDIEX | |
| Easterly Income Opportunities Fund | Multisector Bonds | 98 | 0.25% | Aug 20, 2018 | JAREX vs JSVIX |
Often Compared With JAREX
What investors most often compare with JAREX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Sha... | Large Cap Blend Equities | 59 | -3.97% | Nov 13, 2000 | JAREX vs VTSAX | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 44 | -3.32% | Apr 4, 2007 | JAREX vs FIRIX | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 46 | -3.24% | Oct 2, 2018 | JAREX vs FIKLX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 9 | 4.51% | Jan 9, 1998 | JAREX vs SOAAX |
Compare JAREX with Any Fund or Stock
Compare JAREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.