Cohen & Steers Total Return Realty Fund (RFI) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to RFI
RFI charges 0.00% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among RFI alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| CBRE Global Real Estate Income Fund | 0.04% | Feb 24, 2004 | RFI vs IGR | |
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | RFI vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | RFI vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | RFI vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | RFI vs VGSNX |
Best Risk-Adjusted Alternatives to RFI
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 | RFI vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | RFI vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | RFI vs FSREX | |
| American Funds Real Estate Index Fund Class R-6 | 53 | Mar 31, 2023 | RFI vs RERFX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | RFI vs FIKMX |
Top Performing RFI Alternatives (YTD)
RFI 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 | RFI vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | RFI vs PJEZX | |
| CBRE Global Real Estate Income Fund | 4.09% | Feb 24, 2004 | RFI vs IGR | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | RFI vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | RFI vs CRARX |
Lowest Volatility Alternatives to RFI
RFI 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 | RFI vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | RFI vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | RFI vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | RFI vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | RFI vs FRIRX |
Lowest Drawdown Alternatives to RFI
RFI 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 | RFI vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | RFI vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | RFI vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | RFI vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | RFI vs FRINX |
Other Mutual Funds from Cohen & Steers
Most popular Cohen & Steers mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Cohen & Steers Institutional Realty Shares | REIT | 9 | 1.88% | Feb 14, 2000 | RFI vs CSRIX | |
| Cohen & Steers Realty Shares Fund | REIT | 9 | 1.77% | Jul 2, 1991 | RFI vs CSRSX | |
| Cohen & Steers Closed-End Opportunity Fund | Large Cap Value Equities | 42 | -0.96% | Nov 24, 2006 | RFI vs FOF | |
| Cohen & Steers Preferred Securities and Income Fun... | Preferred Stock/Convertible Bonds | 82 | -1.38% | May 2, 2010 | RFI vs CPXIX | |
| Cohen & Steers International Realty Fund | REIT | 42 | -4.81% | Mar 30, 2005 | RFI vs IRFIX | |
| Cohen & Steers Low Duration Preferred and Income F... | Preferred Stock/Convertible Bonds | 90 | -0.77% | Nov 29, 2015 | RFI vs LPXZX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | Energy Equities | 95 | 27.86% | Dec 19, 2013 | RFI vs MLOZX | |
| Cohen & Steers Preferred Securities and Income SMA... | Preferred Stock/Convertible Bonds | 89 | -1.14% | Feb 28, 2019 | RFI vs PISHX | |
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 78 | 10.26% | Jan 30, 2012 | RFI vs RAPZX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | Energy Equities | 86 | 8.44% | May 2, 2004 | RFI vs CSUIX |
Often Compared With RFI
What investors most often compare with RFI, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Cohen & Steers Quality Income Realty Fund | 50 | 7.83% | Feb 28, 2002 | RFI vs RQI | ||
| Kurv Silver Enhanced Income ETF | Derivative Income, Precious Metals | — | 5.32% | Sep 29, 2025 | RFI vs KSLV | |
| NEOS Real Estate High Income ETF | Derivative Income | 22 | -0.02% | Jan 14, 2025 | RFI vs IYRI | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | RFI vs VOO | |
| Nuveen Real Asset Income and Growth Fund | 55 | -6.22% | Apr 25, 2012 | RFI vs JRI | ||
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | RFI vs SPY | |
| Cohen & Steers REIT and Preferred Income Fund, Inc... | 31 | 1.47% | — | RFI vs RNP | ||
| Cohen & Steers Real Estate Opportunities & Income ... | 47 | 1.08% | — | RFI vs RLTY | ||
| Cohen & Steers Select Preferred and Income Fund | Preferred Stock/Convertible Bonds | 15 | -2.58% | — | RFI vs PSF |
Compare RFI with Any Fund or Stock
Compare RFI with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.