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 a closer substitute for your current allocation.
Cheapest Alternatives to JERIX
JERIX charges 1.03% annually. There are 65 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | JERIX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | JERIX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | JERIX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | JERIX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | JERIX vs VGRNX |
Best Risk-Adjusted Alternatives to JERIX
JERIX has a PortfoliosLab risk / return rank of 32. There are 33 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 | JERIX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | JERIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | — | Oct 2011 | JERIX vs FSREX | |
| Delaware Ivy Securian Real Estate Securities Fund | 71 | — | Feb 1999 | JERIX vs IRSAX | |
| abrdn Realty Income & Growth Fund | 69 | — | Dec 1998 | JERIX vs AIGYX |
Top Performing JERIX Alternatives (YTD)
JERIX is at 11.29% YTD. There are 61 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 | JERIX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 18.79% | — | Dec 1998 | JERIX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 18.38% | — | Jan 1989 | JERIX vs IVRSX | |
| Delaware Ivy Securian Real Estate Securities Fund | 18.29% | — | Feb 1999 | JERIX vs IRSAX | |
| Columbia Real Estate Equity Fund | 18.23% | — | Apr 1994 | JERIX vs CREEX |
Lowest Volatility Alternatives to JERIX
JERIX has 11.90% 1-year volatility. There are 13 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 | JERIX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | JERIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.45% | — | Oct 2011 | JERIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.72% | — | Jun 2014 | JERIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class C | 4.34% | — | Apr 2010 | JERIX vs FRIOX |
Lowest Drawdown Alternatives to JERIX
JERIX has a 1-year max drawdown of -9.97%. There are 67 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 | JERIX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | JERIX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | JERIX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | JERIX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | JERIX vs FRIFX |
Other Mutual Funds from Janus Henderson
The 10 most viewed Janus Henderson mutual funds shown here include JNGTX, JNRFX, JAGTX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 53 | 28.90% | — | Dec 1998 | JERIX vs JNGTX | |
| Janus Henderson Research Fund | Large Cap Growth Equities | 15 | 6.59% | — | May 1993 | JERIX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 53 | 28.82% | — | Dec 1998 | JERIX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 16 | 8.92% | — | Sep 1992 | JERIX vs JANEX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 11 | 4.96% | — | May 1997 | JERIX vs JARTX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 28 | 4.05% | — | Aug 1992 | JERIX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 45 | 16.87% | — | Feb 2005 | JERIX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 53 | 28.92% | — | Dec 1998 | JERIX vs JATIX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 24 | 20.51% | — | Feb 2000 | JERIX vs JACNX | |
| Janus Henderson Global Select Fund | Global Equities | 35 | 9.35% | — | Jun 2000 | JERIX vs JANRX |
Often Compared With JERIX
Investors most often compare JERIX with HLRRX, XLRE, SOAAX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare JERIX with Any Fund or Stock
Compare JERIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JERIX with funds that move differently
Janus Henderson Global Real Estate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JERIX.
Explore JERIX Diversifiers