SA Real Estate Securities Fund (SAREX) Alternatives
SA Real Estate Securities Fund (SAREX) 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 SAREX. 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 SAREX
SAREX charges 0.75% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among SAREX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | SAREX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | SAREX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | SAREX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | SAREX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | SAREX vs VGRNX |
Best Risk-Adjusted Alternatives to SAREX
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 | SAREX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | SAREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | SAREX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | SAREX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | SAREX vs FRIFX |
Top Performing SAREX Alternatives (YTD)
SAREX 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 | SAREX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | SAREX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | SAREX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | SAREX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | SAREX vs IVRSX |
Lowest Volatility Alternatives to SAREX
SAREX 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 | SAREX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | SAREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | SAREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | SAREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | SAREX vs FRIRX |
Lowest Drawdown Alternatives to SAREX
SAREX 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 | SAREX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | SAREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | SAREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | SAREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | SAREX vs FRINX |
Other Mutual Funds from SA Funds
Most popular SA Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| SA Emerging Markets Value Fund | Emerging Markets Diversified | 83 | 2.65% | Apr 1, 2007 | SAREX vs SAEMX | |
| SA International Value Fund | Foreign Large Cap Equities | 92 | 3.60% | Aug 4, 1999 | SAREX vs SAHMX | |
| SA International Small Company Fund | Foreign Small & Mid Cap Equities | 81 | -2.08% | Aug 4, 1999 | SAREX vs SAISX | |
| SA U.S. Value Fund | Large Cap Value Equities | 47 | 2.28% | Aug 5, 1999 | SAREX vs SABTX | |
| SA U.S. Core Market Fund | Large Cap Blend Equities | 27 | -6.27% | Aug 5, 1999 | SAREX vs SAMKX | |
| SA Worldwide Moderate Growth Fund | Global Allocation | 77 | 0.40% | Jun 30, 2015 | SAREX vs SAWMX | |
| SA Global Fixed Income Fund | Global Bonds | 90 | 0.12% | Jul 28, 1999 | SAREX vs SAXIX | |
| SA U.S. Small Company Fund | Small Cap Blend Equities | 26 | 0.50% | Aug 5, 1999 | SAREX vs SAUMX | |
| SA U.S. Fixed Income Fund | Ultrashort Bond | 92 | 0.29% | Apr 2, 2007 | SAREX vs SAUFX |
Often Compared With SAREX
What investors most often compare with SAREX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Cohen & Steers Real Estate Securities Fund, Inc. | REIT | 10 | 1.43% | Sep 2, 1997 | SAREX vs CSEIX | |
| TIAA-CREF Real Estate Securities Fund Institutiona... | REIT | 10 | 1.02% | Oct 1, 2002 | SAREX vs TIREX | |
| Dunham Real Estate Stock Fund | REIT | 7 | 1.86% | Dec 10, 2004 | SAREX vs DCREX | |
| abrdn Global Premier Properties Fund | REIT | 18 | -1.11% | Feb 13, 2007 | SAREX vs AWP | |
| Baron Real Estate Fund Retail Shares | REIT | 9 | -7.87% | Dec 31, 2009 | SAREX vs BREFX | |
| Vanguard Real Estate Index Fund Admiral Shares | REIT | 7 | -0.20% | Nov 12, 2001 | SAREX vs VGSLX | |
| Baron Real Estate Fund | REIT | 10 | -7.81% | Dec 31, 2009 | SAREX vs BREIX | |
| Cohen & Steers Real Estate Securities Fund CLASS I | REIT | 9 | 1.50% | Jul 15, 1998 | SAREX vs CSDIX |
Compare SAREX with Any Fund or Stock
Compare SAREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.