American Funds Real Estate Index Fund Class R-6 (RERFX) Alternatives
American Funds Real Estate Index Fund Class R-6 (RERFX) 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 RERFX. 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 RERFX
RERFX charges 0.29% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among RERFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| CBRE Global Real Estate Income Fund | 0.04% | Feb 24, 2004 | RERFX vs IGR | |
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | RERFX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | RERFX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | RERFX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | RERFX vs VGSNX |
Best Risk-Adjusted Alternatives to RERFX
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 | RERFX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | RERFX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | RERFX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | RERFX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | RERFX vs FRIFX |
Top Performing RERFX Alternatives (YTD)
RERFX 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 | RERFX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | RERFX vs PJEZX | |
| CBRE Global Real Estate Income Fund | 4.09% | Feb 24, 2004 | RERFX vs IGR | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | RERFX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | RERFX vs CRARX |
Lowest Volatility Alternatives to RERFX
RERFX 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 | RERFX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | RERFX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | RERFX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | RERFX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | RERFX vs FRIRX |
Lowest Drawdown Alternatives to RERFX
RERFX 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 | RERFX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | RERFX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | RERFX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | RERFX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | RERFX vs FRINX |
Other Mutual Funds from American Funds
Most popular American Funds mutual funds on PortfoliosLab, across asset classes.
Often Compared With RERFX
What investors most often compare with RERFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Total Bond K6 Fund | Total Bond Market | 63 | -0.43% | May 25, 2017 | RERFX vs FTKFX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 45 | -12.37% | Sep 30, 1985 | RERFX vs PRWAX | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 40 | -5.03% | Apr 4, 2007 | RERFX vs FIRIX | |
| Cohen & Steers International Realty Fund | REIT | 42 | -4.81% | Mar 30, 2005 | RERFX vs IRFIX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 10 | 2.88% | Jan 9, 1998 | RERFX vs SOAAX | |
| VY CBRE Real Estate Portfolio | REIT | 9 | 3.08% | Jan 24, 1989 | RERFX vs IVRSX | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 41 | -5.05% | Oct 2, 2018 | RERFX vs FIKLX | |
| Fidelity International Real Estate Fund | REIT | 42 | -5.10% | Sep 8, 2004 | RERFX vs FIREX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Adm... | REIT | 39 | -5.49% | Feb 10, 2011 | RERFX vs VGRLX | |
| Cohen & Steers Total Return Realty Fund | REIT | 6 | 2.96% | — | RERFX vs RFI |
Compare RERFX with Any Fund or Stock
Compare RERFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.