Cohen & Steers Total Return Realty Fund (RFI) 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 RFI. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RFI
Among 111 mutual funds in the REIT category with expense-ratio data, the lowest-cost alternatives shown here go as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| CBRE Global Real Estate Income Fund | 0.04% | — | Feb 2004 | RFI vs IGR | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | RFI vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | RFI vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | RFI vs VRTPX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | RFI vs VGRNX |
Best Risk-Adjusted Alternatives to RFI
RFI has a PortfoliosLab risk / return rank of 11. There are 102 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 | RFI vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | RFI vs QREARX | |
| T. Rowe Price Real Estate Fund Class I | 91 | — | Sep 2001 | RFI vs REIPX | |
| Fidelity Series Real Estate Income Fund | 87 | — | Oct 2011 | RFI vs FSREX | |
| abrdn Realty Income & Growth Fund | 82 | — | Dec 1998 | RFI vs AIGYX |
Top Performing RFI Alternatives (YTD)
RFI is at 9.31% YTD. There are 84 mutual funds in the REIT category with higher YTD returns, going as high as 22.21%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 22.21% | — | Dec 2010 | RFI vs PJEZX | |
| abrdn Realty Income & Growth Fund | 21.63% | — | Dec 1998 | RFI vs AIGYX | |
| VY CBRE Real Estate Portfolio | 20.91% | — | Jan 1989 | RFI vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 20.77% | — | Mar 1995 | RFI vs PHRAX | |
| Columbia Real Estate Equity Fund | 20.76% | — | Apr 1994 | RFI vs CREEX |
Lowest Volatility Alternatives to RFI
RFI has 12.38% 1-year volatility. There are 38 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.44%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.44% | — | Jun 2023 | RFI vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | RFI vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.48% | — | Oct 2011 | RFI vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.77% | — | Jun 2014 | RFI vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.21% | — | Feb 2003 | RFI vs FRIFX |
Lowest Drawdown Alternatives to RFI
RFI has a 1-year max drawdown of -9.69%. There are 64 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 | RFI vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | RFI vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | RFI vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | RFI vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | RFI vs FRIFX |
Other Mutual Funds from Cohen & Steers
The 10 most viewed Cohen & Steers mutual funds shown here include FOF, CSRIX, CSRSX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cohen & Steers Closed-End Opportunity Fund | Large Cap Value Equities | 27 | 7.58% | — | Nov 2006 | RFI vs FOF | |
| Cohen & Steers Institutional Realty Shares | REIT | 44 | 17.94% | — | Feb 2000 | RFI vs CSRIX | |
| Cohen & Steers Realty Shares Fund | REIT | 43 | 17.83% | — | Jul 1991 | RFI vs CSRSX | |
| Cohen & Steers Preferred Securities and Income Fun... | Preferred Stock | 77 | 1.60% | — | May 2010 | RFI vs CPXIX | |
| Cohen & Steers Global Infrastructure Fund Class A | Infrastructure Equities, Global Equities | 79 | 12.43% | — | Aug 2017 | RFI vs CSUAX | |
| Cohen & Steers Real Estate Securities Fund CLASS I | REIT | 48 | 17.03% | — | Jul 1998 | RFI vs CSDIX | |
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 65 | 13.68% | — | Jan 2012 | RFI vs RAPZX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | Energy Equities | — | — | — | Dec 2013 | RFI vs MLOZX | |
| Cohen & Steers Real Estate Securities Fund Class Z | REIT | 47 | 17.01% | — | Oct 2014 | RFI vs CSZIX | |
| Cohen & Steers Tax-Advantaged Preferred Securities... | Preferred Stock | 6 | 2.24% | — | — | RFI vs PTA |
Often Compared With RFI
Investors most often compare RFI with RQI, KSLV, IYRI. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare RFI with Any Fund or Stock
Compare RFI with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RFI with funds that move differently
Cohen & Steers Total Return Realty Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RFI.
Explore RFI Diversifiers