West Loop Realty Fund (REIIX) Alternatives
West Loop Realty Fund (REIIX) 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 REIIX. 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 REIIX
REIIX charges 1.43% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among REIIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | REIIX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | REIIX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | REIIX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | REIIX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | REIIX vs VGRNX |
Best Risk-Adjusted Alternatives to REIIX
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 | REIIX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | REIIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | REIIX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | REIIX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | REIIX vs FRIFX |
Top Performing REIIX Alternatives (YTD)
REIIX 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 | REIIX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | REIIX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | REIIX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | REIIX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | REIIX vs IVRSX |
Lowest Volatility Alternatives to REIIX
REIIX 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 | REIIX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | REIIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | REIIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | REIIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | REIIX vs FRIRX |
Lowest Drawdown Alternatives to REIIX
REIIX 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 | REIIX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | REIIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | REIIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | REIIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | REIIX vs FRINX |
Other Mutual Funds from Liberty Street
Most popular Liberty Street mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Robinson Tax Advantaged Income Fund | Municipal Bonds | 15 | -1.84% | Sep 29, 2014 | REIIX vs ROBNX | |
| Braddock Multi-Strategy Income Fund | Multisector Bonds | — | — | Jul 30, 2009 | REIIX vs BDKNX | |
| Robinson Opportunistic Income Fund | High Yield Bonds | 10 | -3.20% | Dec 31, 2015 | REIIX vs RBNNX |
Often Compared With REIIX
What investors most often compare with REIIX, 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 | REIIX vs SPY | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | REIIX vs VOO | |
| Vanguard Global ex-U.S. Real Estate Index Fund Adm... | REIT | 39 | -5.49% | Feb 10, 2011 | REIIX vs VGRLX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 10 | 2.88% | Jan 9, 1998 | REIIX vs SOAAX | |
| Fidelity International Real Estate Fund | REIT | 42 | -5.10% | Sep 8, 2004 | REIIX vs FIREX | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 41 | -5.05% | Oct 2, 2018 | REIIX vs FIKLX | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 40 | -5.03% | Apr 4, 2007 | REIIX vs FIRIX |
Compare REIIX with Any Fund or Stock
Compare REIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.