Principal Real Estate Securities Fund (PRERX) Alternatives
Principal Real Estate Securities Fund (PRERX) 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 PRERX. 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 PRERX
PRERX charges 1.37% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among PRERX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | PRERX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | PRERX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | PRERX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | PRERX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | PRERX vs VGRNX |
Best Risk-Adjusted Alternatives to PRERX
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 | PRERX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | PRERX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | PRERX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | PRERX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | PRERX vs FRIFX |
Top Performing PRERX Alternatives (YTD)
PRERX 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 | PRERX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | PRERX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | PRERX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | PRERX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | PRERX vs IVRSX |
Lowest Volatility Alternatives to PRERX
PRERX 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 | PRERX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | PRERX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | PRERX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | PRERX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | PRERX vs FRIRX |
Lowest Drawdown Alternatives to PRERX
PRERX 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 | PRERX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | PRERX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | PRERX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | PRERX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | PRERX vs FRINX |
Other Mutual Funds from Principal
Most popular Principal mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -12.96% | Dec 6, 2000 | PRERX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 8 | -14.91% | Dec 6, 2000 | PRERX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 36 | -6.68% | Nov 24, 1986 | PRERX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -15.72% | Jun 14, 2012 | PRERX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 94 | 0.60% | Oct 23, 2011 | PRERX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 45 | -3.93% | Jul 24, 1996 | PRERX vs SACAX | |
| Principal Small-MidCap Dividend Income Fund | Mid Cap Value Equities | 32 | 1.44% | Jun 6, 2011 | PRERX vs PMDIX | |
| Principal Equity Income Fund | Large Cap Value Equities | 54 | -0.22% | May 31, 1939 | PRERX vs PQIAX | |
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 57 | -4.53% | Sep 29, 2014 | PRERX vs PLTNX | |
| Principal Global Real Estate Securities Fund | REIT | 15 | -0.73% | Sep 30, 2007 | PRERX vs POSIX |
Often Compared With PRERX
What investors most often compare with PRERX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | PRERX vs SPY | |
| American Funds 2035 Target Date Retirement Fund | Target Retirement Date | 67 | -3.74% | Jan 31, 2007 | PRERX vs AAFTX | |
| Vanguard FTSE Developed Markets ETF | Foreign Large Cap Equities | 87 | 2.75% | Jul 20, 2007 | PRERX vs VEA | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 41 | -5.05% | Oct 2, 2018 | PRERX vs FIKLX | |
| Principal Tax-Exempt Bond Fund | Municipal Bonds | 39 | -1.06% | Jan 2, 1977 | PRERX vs PTEAX | |
| Cohen & Steers International Realty Fund | REIT | 42 | -4.81% | Mar 30, 2005 | PRERX vs IRFIX | |
| Fidelity International Real Estate Fund | REIT | 42 | -5.10% | Sep 8, 2004 | PRERX vs FIREX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 10 | 2.88% | Jan 9, 1998 | PRERX vs SOAAX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Adm... | REIT | 39 | -5.49% | Feb 10, 2011 | PRERX vs VGRLX |
Compare PRERX with Any Fund or Stock
Compare PRERX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.