T. Rowe Price Global Real Estate Fund (PAGEX) 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 PAGEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PAGEX
PAGEX charges 1.15% annually. There are 80 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 | PAGEX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | PAGEX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | PAGEX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.90B | Dec 2003 | PAGEX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | PAGEX vs VGRNX |
Best Risk-Adjusted Alternatives to PAGEX
PAGEX has a PortfoliosLab risk / return rank of 8. There are 86 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 | PAGEX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | PAGEX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | — | Oct 2011 | PAGEX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 48 | — | Oct 2018 | PAGEX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 47 | — | — | PAGEX vs FRIRX |
Top Performing PAGEX Alternatives (YTD)
PAGEX is at 4.49% YTD. There are 81 mutual funds in the REIT category with higher YTD returns, going as high as 12.78%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 12.78% | — | Dec 2010 | PAGEX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 12.76% | — | Dec 2002 | PAGEX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 12.42% | — | Dec 1996 | PAGEX vs CRARX | |
| BlackRock Real Estate Securities Fund | 12.38% | — | Sep 2012 | PAGEX vs BIREX | |
| PIMCO Variable Insurance Trust Real Estate Real Re... | 12.29% | — | Oct 2003 | PAGEX vs PRRSX |
Lowest Volatility Alternatives to PAGEX
PAGEX has 11.72% 1-year volatility. There are 20 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 | PAGEX vs CREMX | |
| TIAA Real Estate Account | 0.77% | — | Oct 1995 | PAGEX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.47% | — | Oct 2011 | PAGEX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.58% | — | Jun 2014 | PAGEX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.03% | — | Apr 2010 | PAGEX vs FRINX |
Lowest Drawdown Alternatives to PAGEX
PAGEX has a 1-year max drawdown of -10.46%. There are 83 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 | PAGEX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | PAGEX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | PAGEX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | PAGEX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | PAGEX vs FRIFX |
Other Mutual Funds from T. Rowe Price
The 10 most viewed T. Rowe Price mutual funds shown here include TRBCX, PRWCX, PRDGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Fund | Large Cap Growth Equities | 19 | 5.48% | — | Jun 1993 | PAGEX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 49 | 5.76% | — | Jun 1986 | PAGEX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 40 | 7.60% | — | Dec 1992 | PAGEX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 69 | 12.08% | — | Nov 1994 | PAGEX vs PRCOX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 15 | 1.11% | — | Sep 1985 | PAGEX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 72 | 11.61% | — | Mar 1990 | PAGEX vs PREIX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 21 | 5.54% | — | — | PAGEX vs TBCIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 18 | 5.12% | — | Oct 2001 | PAGEX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 91 | 41.41% | — | Sep 1987 | PAGEX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 32 | 9.32% | — | Feb 2004 | PAGEX vs TRRJX |
Often Compared With PAGEX
Investors most often compare PAGEX with AIGYX, SOAAX, IRSAX. These 7 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| abrdn Realty Income & Growth Fund | REIT | 22 | 11.71% | — | Dec 1998 | PAGEX vs AIGYX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 13 | 11.76% | — | Jan 1998 | PAGEX vs SOAAX | |
| Delaware Ivy Securian Real Estate Securities Fund | REIT | 26 | 11.86% | — | Feb 1999 | PAGEX vs IRSAX | |
| Fidelity Advisor Real Estate Income Fund Class M | REIT | 43 | 3.43% | — | Apr 2010 | PAGEX vs FRIQX | |
| VY CBRE Real Estate Portfolio | REIT | 18 | 12.25% | — | Jan 1989 | PAGEX vs IVRSX | |
| DFA Real Estate Securities Portfolio Class I | REIT | 12 | 11.42% | — | Jan 1993 | PAGEX vs DFREX | |
| Cohen & Steers Institutional Realty Shares | REIT | 12 | 11.61% | — | Feb 2000 | PAGEX vs CSRIX |
Compare PAGEX with Any Fund or Stock
Compare PAGEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PAGEX with funds that move differently
T. Rowe Price Global Real Estate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PAGEX.
Explore PAGEX Diversifiers