Great-West Real Estate Index Fund (MXREX) 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 MXREX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MXREX
MXREX charges 0.70% annually. There are 19 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 | MXREX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | MXREX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | MXREX vs VRTPX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | MXREX vs VGRNX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.11% | 71.40B | Dec 2003 | MXREX vs VGSNX |
Best Risk-Adjusted Alternatives to MXREX
MXREX has a PortfoliosLab risk / return rank of 78. There are 5 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 | MXREX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | MXREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 82 | — | Oct 2011 | MXREX vs FSREX | |
| abrdn Realty Income & Growth Fund | 82 | — | Dec 1998 | MXREX vs AIGYX | |
| Delaware Ivy Securian Real Estate Securities Fund | 80 | — | Feb 1999 | MXREX vs IRSAX |
Top Performing MXREX Alternatives (YTD)
MXREX is at 20.05% YTD. There are 4 mutual funds in the REIT category with higher YTD returns, going as high as 21.23%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 21.23% | — | Dec 2010 | MXREX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 20.65% | — | Dec 1998 | MXREX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 20.18% | — | Jan 1989 | MXREX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 20.15% | — | Mar 1995 | MXREX vs PHRAX | |
| Columbia Real Estate Equity Fund | 19.99% | — | Apr 1994 | MXREX vs CREEX |
Lowest Volatility Alternatives to MXREX
MXREX has 13.78% 1-year volatility. There are 72 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 | MXREX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | MXREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.46% | — | Oct 2011 | MXREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.73% | — | Jun 2014 | MXREX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.19% | — | Feb 2003 | MXREX vs FRIFX |
Lowest Drawdown Alternatives to MXREX
MXREX has a 1-year max drawdown of -7.73%. There are 19 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 | MXREX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | MXREX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | MXREX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | MXREX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | MXREX vs FRIFX |
Other Mutual Funds from Great-West
The 10 most viewed Great-West mutual funds shown here include MXVIX, MXEOX, MXISX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Great-West S&P 500 Index Fund | Large Cap Blend Equities | 62 | 11.46% | — | Sep 2003 | MXREX vs MXVIX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Equities | 57 | 20.82% | — | Jan 2018 | MXREX vs MXEOX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 86 | 23.16% | — | Dec 1993 | MXREX vs MXISX | |
| Great-West Moderately Conservative Profile Fund | Diversified Portfolio | 60 | 6.44% | — | Sep 1999 | MXREX vs MXDPX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 58 | 12.50% | — | Jan 2011 | MXREX vs MXINX | |
| Great-West International Value Fund | Foreign Large Cap Equities | 69 | 11.78% | — | Dec 1993 | MXREX vs MXIVX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 52 | 15.47% | — | Jan 2011 | MXREX vs MXMDX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 68 | 4.51% | — | Sep 1999 | MXREX vs MXCPX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 14 | -0.61% | — | Dec 1992 | MXREX vs MXBIX | |
| Great-West Moderately Aggressive Profile Fund | Diversified Portfolio | 59 | 10.05% | — | Sep 1999 | MXREX vs MXBPX |
Often Compared With MXREX
Investors most often compare MXREX with MXMVX, TRREX, XLE. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare MXREX with Any Fund or Stock
Compare MXREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MXREX with funds that move differently
Great-West Real Estate Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MXREX.
Explore MXREX Diversifiers