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 a closer substitute for your current allocation.
Cheapest Alternatives to RERFX
RERFX charges 0.29% annually. There are 13 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 | RERFX vs IGR | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | RERFX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | RERFX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | RERFX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.90B | Dec 2003 | RERFX vs VGSNX |
Best Risk-Adjusted Alternatives to RERFX
RERFX has a PortfoliosLab risk / return rank of 41. There are 9 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 | RERFX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | RERFX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | — | Oct 2011 | RERFX vs FSREX | |
| T. Rowe Price Real Estate Fund Class I | 62 | — | Sep 2001 | RERFX vs REIPX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 47 | — | Oct 2018 | RERFX vs FIKMX |
Top Performing RERFX Alternatives (YTD)
RERFX is at 11.70% YTD. There are 3 mutual funds in the REIT category with higher YTD returns, going as high as 12.65%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| LDR Real Estate Value Opportunity Fund | 12.65% | — | Dec 2002 | RERFX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 12.22% | — | Dec 1996 | RERFX vs CRARX | |
| PGIM US Real Estate Fund | 12.19% | — | Dec 2010 | RERFX vs PJEZX | |
| BlackRock Real Estate Securities Fund | 11.70% | — | Sep 2012 | RERFX vs BIREX | |
| VY CBRE Real Estate Portfolio | 11.66% | — | Jan 1989 | RERFX vs IVRSX |
Lowest Volatility Alternatives to RERFX
RERFX has 15.41% 1-year volatility. There are 108 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 | RERFX vs CREMX | |
| TIAA Real Estate Account | 0.77% | — | Oct 1995 | RERFX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.47% | — | Oct 2011 | RERFX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.59% | — | Jun 2014 | RERFX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.03% | — | Apr 2010 | RERFX vs FRINX |
Lowest Drawdown Alternatives to RERFX
RERFX has a 1-year max drawdown of -12.53%. There are 95 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 | RERFX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | RERFX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | RERFX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | RERFX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | RERFX vs FRIFX |
Other Mutual Funds from American Funds
The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, RGAGX and span 6 categories.
Often Compared With RERFX
Investors most often compare RERFX with FIRIX, FTKFX, IRFIX. These 17 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare RERFX with Any Fund or Stock
Compare RERFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RERFX with funds that move differently
American Funds Real Estate Index Fund Class R-6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RERFX.
Explore RERFX Diversifiers