Janus Henderson Global Real Estate Fund (JERIX) Alternatives
Janus Henderson Global Real Estate Fund (JERIX) 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 JERIX. 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 JERIX
JERIX charges 1.03% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among JERIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | JERIX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | JERIX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | JERIX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | JERIX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | JERIX vs VGRNX |
Best Risk-Adjusted Alternatives to JERIX
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 | JERIX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | JERIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | JERIX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | JERIX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | JERIX vs FRIFX |
Top Performing JERIX Alternatives (YTD)
JERIX 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 | JERIX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | JERIX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | JERIX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | JERIX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | JERIX vs IVRSX |
Lowest Volatility Alternatives to JERIX
JERIX 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 | JERIX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | JERIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | JERIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | JERIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | JERIX vs FRIRX |
Lowest Drawdown Alternatives to JERIX
JERIX 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 | JERIX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | JERIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | JERIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | JERIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | JERIX vs FRINX |
Other Mutual Funds from Janus Henderson
Most popular Janus Henderson mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 50 | -10.63% | Dec 31, 1998 | JERIX vs JNGTX | |
| Janus Henderson Research Fund | Large Cap Growth Equities | 23 | -13.99% | May 3, 1993 | JERIX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 50 | -10.65% | Dec 31, 1998 | JERIX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 9 | -8.45% | Sep 1, 1992 | JERIX vs JANEX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 40 | -6.83% | Aug 31, 1992 | JERIX vs JANBX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 13 | -16.07% | May 1, 1997 | JERIX vs JARTX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 23 | -5.08% | Feb 25, 2005 | JERIX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 50 | -10.63% | Dec 31, 1998 | JERIX vs JATIX | |
| Janus Henderson VIT Global Technology and Innovati... | Technology Equities | 51 | -10.57% | Jan 17, 2000 | JERIX vs JGLTX | |
| Janus Henderson Global Select Fund | Global Equities | 57 | -3.93% | Jun 29, 2000 | JERIX vs JANRX |
Often Compared With JERIX
What investors most often compare with JERIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | JERIX vs FBGRX | |
| Real Estate Select Sector SPDR Fund | REIT | 15 | 1.87% | Oct 7, 2015 | JERIX vs XLRE | |
| Vanguard Real Estate ETF | REIT | 16 | 1.31% | Sep 23, 2004 | JERIX vs VNQ | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 10 | 2.88% | Jan 9, 1998 | JERIX vs SOAAX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Adm... | REIT | 39 | -5.49% | Feb 10, 2011 | JERIX vs VGRLX | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 41 | -5.05% | Oct 2, 2018 | JERIX vs FIKLX | |
| Cohen & Steers International Realty Fund | REIT | 42 | -4.81% | Mar 30, 2005 | JERIX vs IRFIX |
Compare JERIX with Any Fund or Stock
Compare JERIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.