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% | 69.80B | 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 12. There are 88 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 | 99 | — | Oct 1995 | JAREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | — | Oct 2011 | JAREX vs FSREX | |
| Delaware Ivy Securian Real Estate Securities Fund | 71 | — | Feb 1999 | JAREX vs IRSAX | |
| abrdn Realty Income & Growth Fund | 69 | — | Dec 1998 | JAREX vs AIGYX |
Top Performing JAREX Alternatives (YTD)
JAREX is at 11.62% YTD. There are 56 mutual funds in the REIT category with higher YTD returns, going as high as 19.79%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 19.79% | — | Dec 2010 | JAREX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 18.79% | — | Dec 1998 | JAREX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 18.38% | — | Jan 1989 | JAREX vs IVRSX | |
| Delaware Ivy Securian Real Estate Securities Fund | 18.29% | — | Feb 1999 | JAREX vs IRSAX | |
| Columbia Real Estate Equity Fund | 18.23% | — | Apr 1994 | JAREX vs CREEX |
Lowest Volatility Alternatives to JAREX
JAREX has 12.15% 1-year volatility. There are 19 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 | 0.99% | — | Oct 1995 | JAREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.45% | — | Oct 2011 | JAREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.72% | — | Jun 2014 | JAREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class C | 4.34% | — | Apr 2010 | JAREX vs FRIOX |
Lowest Drawdown Alternatives to JAREX
JAREX has a 1-year max drawdown of -11.74%. There are 87 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 | -0.29% | — | 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 | 87 | 8.08% | — | Jul 2015 | JAREX vs JDIEX | |
| Easterly Income Opportunities Fund | Multisector Bonds | 80 | 0.41% | — | Aug 2018 | JAREX vs JSVIX |
Often Compared With JAREX
Investors most often compare JAREX with VTSAX, FIRIX, NBRFX. These 18 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