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 a closer substitute for your current allocation.
Cheapest Alternatives to RPFRX
RPFRX charges 0.95% annually. There are 51 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | RPFRX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | RPFRX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | RPFRX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.90B | Dec 2003 | RPFRX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | RPFRX vs VGRNX |
Best Risk-Adjusted Alternatives to RPFRX
RPFRX has a PortfoliosLab risk / return rank of 5. There are 97 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 | RPFRX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | RPFRX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | — | Oct 2011 | RPFRX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 48 | — | Oct 2018 | RPFRX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 47 | — | — | RPFRX vs FRIRX |
Top Performing RPFRX Alternatives (YTD)
RPFRX is at 7.63% YTD. There are 56 mutual funds in the REIT category with higher YTD returns, going as high as 12.78%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 12.78% | — | Dec 2010 | RPFRX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 12.76% | — | Dec 2002 | RPFRX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 12.42% | — | Dec 1996 | RPFRX vs CRARX | |
| BlackRock Real Estate Securities Fund | 12.38% | — | Sep 2012 | RPFRX vs BIREX | |
| PIMCO Variable Insurance Trust Real Estate Real Re... | 12.29% | — | Oct 2003 | RPFRX vs PRRSX |
Lowest Volatility Alternatives to RPFRX
RPFRX has 14.30% 1-year volatility. There are 102 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 | RPFRX vs CREMX | |
| TIAA Real Estate Account | 0.77% | — | Oct 1995 | RPFRX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.47% | — | Oct 2011 | RPFRX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.58% | — | Jun 2014 | RPFRX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.03% | — | Apr 2010 | RPFRX vs FRINX |
Lowest Drawdown Alternatives to RPFRX
RPFRX has a 1-year max drawdown of -10.13%. There are 73 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 | RPFRX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | RPFRX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | RPFRX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | RPFRX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | RPFRX vs FRIFX |
Other Mutual Funds from Davis Funds
The 6 most viewed Davis Funds mutual funds shown here include NYVTX, RPFCX, DILAX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Davis New York Venture Fund | Large Cap Blend Equities | 82 | 11.17% | — | Feb 1969 | RPFRX vs NYVTX | |
| Davis Appreciation & Income Fund | Diversified Portfolio | 78 | 7.72% | — | Apr 1992 | RPFRX vs RPFCX | |
| Davis International Fund | Foreign Large Cap Equities | 23 | 5.85% | — | Dec 2006 | RPFRX vs DILAX | |
| Davis Global Fund | Global Equities | 33 | 3.97% | — | Dec 2004 | RPFRX vs DGFAX | |
| Davis Government Bond Fund | Government Bonds | 69 | 0.88% | — | Nov 1994 | RPFRX vs RFBAX | |
| Davis Opportunity Fund | Large Cap Blend Equities | 69 | 13.25% | — | Dec 1994 | RPFRX vs RPEAX |
Often Compared With RPFRX
Investors most often compare RPFRX with AIGYX, VGRLX, FIKLX. These 12 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| abrdn Realty Income & Growth Fund | REIT | 22 | 11.71% | — | Dec 1998 | RPFRX vs AIGYX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Adm... | REIT | 6 | -1.15% | 3.90B | Feb 2011 | RPFRX vs VGRLX | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 4 | -3.05% | — | Oct 2018 | RPFRX vs FIKLX | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 4 | -3.13% | — | Apr 2007 | RPFRX vs FIRIX | |
| VY CBRE Real Estate Portfolio | REIT | 18 | 12.25% | — | Jan 1989 | RPFRX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 12 | 11.63% | — | Mar 1995 | RPFRX vs PHRAX | |
| Fidelity International Real Estate Fund | REIT | 4 | -3.12% | — | Sep 2004 | RPFRX vs FIREX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 13 | 11.76% | — | Jan 1998 | RPFRX vs SOAAX | |
| Cohen & Steers International Realty Fund | REIT | 6 | -0.55% | — | Mar 2005 | RPFRX vs IRFIX | |
| Nuveen Real Estate Securities Fund | REIT | 18 | 11.64% | — | Jun 1995 | RPFRX vs FARCX | |
| PGIM Select Real Estate Fund | REIT | 14 | 9.09% | — | Jul 2014 | RPFRX vs SREZX | |
| Delaware Ivy Securian Real Estate Securities Fund | REIT | 26 | 11.86% | — | Feb 1999 | RPFRX vs IRSAX |
Compare RPFRX with Any Fund or Stock
Compare RPFRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RPFRX with funds that move differently
Davis Real Estate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RPFRX.
Explore RPFRX Diversifiers