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 Real Estate Index Fund | 0.07% | — | Aug 2011 | RPFRX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | RPFRX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | RPFRX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.11% | 71.40B | 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 23. There are 89 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 | 99 | — | Oct 1995 | RPFRX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 85 | — | Oct 2011 | RPFRX vs FSREX | |
| abrdn Realty Income & Growth Fund | 82 | — | Dec 1998 | RPFRX vs AIGYX | |
| Delaware Ivy Securian Real Estate Securities Fund | 81 | — | Feb 1999 | RPFRX vs IRSAX |
Top Performing RPFRX Alternatives (YTD)
RPFRX is at 14.61% YTD. There are 41 mutual funds in the REIT category with higher YTD returns, going as high as 21.10%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 21.10% | — | Dec 2010 | RPFRX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 20.94% | — | Dec 1998 | RPFRX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 20.10% | — | Jan 1989 | RPFRX vs IVRSX | |
| Columbia Real Estate Equity Fund | 20.10% | — | Apr 1994 | RPFRX vs CREEX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 20.09% | — | Mar 1995 | RPFRX vs PHRAX |
Lowest Volatility Alternatives to RPFRX
RPFRX has 14.87% 1-year volatility. There are 98 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.45% | — | Jun 2023 | RPFRX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | 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 | 3.75% | — | Jun 2014 | RPFRX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.18% | — | Feb 2003 | RPFRX vs FRIFX |
Lowest Drawdown Alternatives to RPFRX
RPFRX has a 1-year max drawdown of -10.13%. There are 72 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 | -0.29% | — | 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
The 8 most viewed Davis mutual funds shown here include NYVTX, RPFCX, DNVYX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Davis New York Venture Fund | Large Cap Blend Equities | 91 | 13.93% | — | Feb 1969 | RPFRX vs NYVTX | |
| Davis Appreciation & Income Fund | Diversified Portfolio | 96 | 14.53% | — | Apr 1992 | RPFRX vs RPFCX | |
| Davis New York Venture Fund Class Y | Large Cap Growth Equities | 91 | 14.07% | — | Feb 1969 | RPFRX vs DNVYX | |
| Davis Government Bond Fund | Government Bonds | 78 | 0.94% | — | Nov 1994 | RPFRX vs RFBAX | |
| Davis Global Fund | Global Equities | 33 | 3.25% | — | Dec 2004 | RPFRX vs DGFAX | |
| Davis International Fund | Foreign Large Cap Equities | 24 | 4.89% | — | Dec 2006 | RPFRX vs DILAX | |
| Davis Opportunity Fund | Large Cap Blend Equities | 85 | 14.77% | — | Dec 1994 | RPFRX vs RPEAX | |
| Selected American Shares Fund | Large Cap Blend Equities | 90 | 14.14% | — | Feb 1933 | RPFRX vs SLASX |
Often Compared With RPFRX
Investors most often compare RPFRX with VGRLX, CRARX, FIRIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
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