T. Rowe Price Real Estate Fund Class I (REIPX) 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 REIPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to REIPX
REIPX charges 0.65% annually. There are 20 mutual funds in the REIT category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| CBRE Global Real Estate Income Fund | 0.04% | — | Feb 2004 | REIPX vs IGR | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | REIPX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | REIPX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | REIPX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | REIPX vs VGSNX |
Best Risk-Adjusted Alternatives to REIPX
REIPX has a PortfoliosLab risk / return rank of 74. There are 3 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 | REIPX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | REIPX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 86 | — | Oct 2011 | REIPX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 48 | — | Oct 2018 | REIPX vs FIKMX | |
| American Funds Real Estate Index Fund Class R-6 | 48 | — | Mar 2023 | REIPX vs RERFX |
Top Performing REIPX Alternatives (YTD)
REIPX is at 13.66% YTD. There are 21 mutual funds in the REIT category with higher YTD returns, going as high as 17.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 17.00% | — | Dec 2010 | REIPX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 16.35% | — | Dec 1998 | REIPX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 15.96% | — | Jan 1989 | REIPX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 15.62% | — | Mar 1995 | REIPX vs PHRAX | |
| Great-West Real Estate Index Fund | 15.55% | — | Nov 2012 | REIPX vs MXREX |
Lowest Volatility Alternatives to REIPX
REIPX has 11.02% 1-year volatility. There are 10 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 | REIPX vs CREMX | |
| TIAA Real Estate Account | 0.79% | — | Oct 1995 | REIPX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.45% | — | Oct 2011 | REIPX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | REIPX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.13% | — | Apr 2010 | REIPX vs FRINX |
Lowest Drawdown Alternatives to REIPX
REIPX has a 1-year max drawdown of -7.31%. There are 11 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 | REIPX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | REIPX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | REIPX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | REIPX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | REIPX 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 | 12 | 0.19% | — | Jun 1993 | REIPX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 39 | 4.53% | — | Jun 1986 | REIPX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 52 | 8.54% | — | Dec 1992 | REIPX vs PRDGX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 13 | 0.15% | — | Sep 1985 | REIPX vs PRWAX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 64 | 10.53% | — | Nov 1994 | REIPX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 13 | 0.26% | — | — | REIPX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 64 | 9.68% | — | Mar 1990 | REIPX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 11 | -0.26% | — | Oct 2001 | REIPX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 89 | 44.94% | — | Sep 1987 | REIPX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 31 | 8.90% | — | Feb 2004 | REIPX vs TRRJX |
Often Compared With REIPX
Investors most often compare REIPX with FRIRX, CRARX, RFI. These 12 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Advisor Real Estate Income Fund Class I | REIT | 48 | 3.89% | — | — | REIPX vs FRIRX | |
| MainStay CBRE Real Estate Fund | REIT | 19 | 15.19% | — | Dec 1996 | REIPX vs CRARX | |
| Cohen & Steers Total Return Realty Fund | REIT | 3 | 5.62% | — | — | REIPX vs RFI | |
| Neuberger Berman Real Estate Securities Income Fun... | REIT | 4 | 3.27% | — | Oct 2003 | REIPX vs NRO | |
| PIMCO Variable Insurance Trust Real Estate Real Re... | REIT | 28 | 15.21% | — | Oct 2003 | REIPX vs PRRSX | |
| BlackRock Real Estate Securities Fund | REIT | 22 | 14.21% | — | Sep 2012 | REIPX vs BIREX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 21 | 14.89% | — | Jan 1998 | REIPX vs SOAAX | |
| Delaware Ivy Securian Real Estate Securities Fund | REIT | 38 | 14.61% | — | Feb 1999 | REIPX vs IRSAX | |
| LDR Real Estate Value Opportunity Fund | REIT | 18 | 15.25% | — | Dec 2002 | REIPX vs HLRRX | |
| iShares Global REIT ETF | REIT | 33 | 11.67% | 4.92B | Jul 2014 | REIPX vs REET | |
| Columbia Real Estate Equity Fund | REIT | 19 | 13.56% | — | Apr 1994 | REIPX vs CREEX | |
| Fidelity Equity-Income Fund | Large Cap Value Equities | 80 | 9.48% | — | May 1966 | REIPX vs FEQIX |
Compare REIPX with Any Fund or Stock
Compare REIPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair REIPX with funds that move differently
T. Rowe Price Real Estate Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to REIPX.
Explore REIPX Diversifiers