Davis Real Estate Fund (RPFRX) Alternatives
Davis Real Estate Fund (RPFRX) 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 RPFRX. 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 RPFRX
RPFRX charges 0.95% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among RPFRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | RPFRX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | RPFRX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | RPFRX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | RPFRX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | RPFRX vs VGRNX |
Best Risk-Adjusted Alternatives to RPFRX
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 | RPFRX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | RPFRX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | RPFRX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | RPFRX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | RPFRX vs FRIFX |
Top Performing RPFRX Alternatives (YTD)
RPFRX 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 | RPFRX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | RPFRX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | RPFRX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | RPFRX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | RPFRX vs IVRSX |
Lowest Volatility Alternatives to RPFRX
RPFRX 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 | RPFRX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | RPFRX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | RPFRX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | RPFRX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | RPFRX vs FRIRX |
Lowest Drawdown Alternatives to RPFRX
RPFRX 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 | RPFRX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | RPFRX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | RPFRX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | RPFRX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | RPFRX vs FRINX |
Other Mutual Funds from Davis Funds
Most popular Davis Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Davis New York Venture Fund | Large Cap Blend Equities | 71 | -2.35% | Feb 17, 1969 | RPFRX vs NYVTX | |
| Davis Appreciation & Income Fund | Diversified Portfolio | 75 | -1.07% | Apr 30, 1992 | RPFRX vs RPFCX | |
| Davis International Fund | Foreign Large Cap Equities | 22 | -9.13% | Dec 29, 2006 | RPFRX vs DILAX | |
| Davis Opportunity Fund | Large Cap Blend Equities | 52 | -3.24% | Dec 1, 1994 | RPFRX vs RPEAX | |
| Davis Global Fund | Global Equities | 32 | -9.57% | Dec 21, 2004 | RPFRX vs DGFAX | |
| Davis Government Bond Fund | Government Bonds | 94 | 0.32% | Nov 30, 1994 | RPFRX vs RFBAX |
Often Compared With RPFRX
What investors most often compare with RPFRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Global ex-U.S. Real Estate Index Fund Adm... | REIT | 39 | -5.49% | Feb 10, 2011 | RPFRX vs VGRLX | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 41 | -5.05% | Oct 2, 2018 | RPFRX vs FIKLX | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 40 | -5.03% | Apr 4, 2007 | RPFRX vs FIRIX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 10 | 2.88% | Jan 9, 1998 | RPFRX vs SOAAX | |
| Fidelity International Real Estate Fund | REIT | 42 | -5.10% | Sep 8, 2004 | RPFRX vs FIREX |
Compare RPFRX with Any Fund or Stock
Compare RPFRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.