JHancock Real Estate Securities Fund (JIREX) 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 JIREX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JIREX
JIREX charges 0.85% annually. There are 34 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 | JIREX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | JIREX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | JIREX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.11% | 71.40B | Dec 2003 | JIREX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | JIREX vs VGRNX |
Best Risk-Adjusted Alternatives to JIREX
JIREX has a PortfoliosLab risk / return rank of 73. There are 10 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 | JIREX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | JIREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 85 | — | Oct 2011 | JIREX vs FSREX | |
| abrdn Realty Income & Growth Fund | 82 | — | Dec 1998 | JIREX vs AIGYX | |
| Delaware Ivy Securian Real Estate Securities Fund | 81 | — | Feb 1999 | JIREX vs IRSAX |
Top Performing JIREX Alternatives (YTD)
JIREX is at 16.58% YTD. There are 21 mutual funds in the REIT category with higher YTD returns, going as high as 21.10%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 21.10% | — | Dec 2010 | JIREX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 20.94% | — | Dec 1998 | JIREX vs AIGYX | |
| Columbia Real Estate Equity Fund | 20.10% | — | Apr 1994 | JIREX vs CREEX | |
| VY CBRE Real Estate Portfolio | 20.10% | — | Jan 1989 | JIREX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 20.09% | — | Mar 1995 | JIREX vs PHRAX |
Lowest Volatility Alternatives to JIREX
JIREX has 14.32% 1-year volatility. There are 96 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.45% | — | Jun 2023 | JIREX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | JIREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.47% | — | Oct 2011 | JIREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.75% | — | Jun 2014 | JIREX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.18% | — | Feb 2003 | JIREX vs FRIFX |
Lowest Drawdown Alternatives to JIREX
JIREX has a 1-year max drawdown of -7.36%. There are 12 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 | JIREX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | JIREX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | JIREX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | JIREX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | JIREX vs FRIFX |
Other Mutual Funds from John Hancock
The 10 most viewed John Hancock mutual funds shown here include SVBAX, JAAAX, JVMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| John Hancock Balanced Fund | Diversified Portfolio | 87 | 10.52% | — | Oct 1992 | JIREX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 96 | 6.61% | — | Jan 2009 | JIREX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 47 | 14.27% | — | Jun 1997 | JIREX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 57 | 9.92% | — | Nov 2012 | JIREX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 12 | 6.22% | — | Dec 1989 | JIREX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 88 | 18.28% | — | Jan 1997 | JIREX vs JVLIX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 23 | 12.83% | — | May 2019 | JIREX vs JIJIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 15 | -0.97% | — | Nov 1973 | JIREX vs JHNBX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 19 | 3.69% | — | Oct 1984 | JIREX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 94 | 12.87% | — | Apr 2014 | JIREX vs JAKVX |
Often Compared With JIREX
Investors most often compare JIREX with FRESX, FIRIX, BREFX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare JIREX with Any Fund or Stock
Compare JIREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JIREX with funds that move differently
JHancock Real Estate Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JIREX.
Explore JIREX Diversifiers