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 a closer substitute for your current allocation.
Cheapest Alternatives to SAREX
SAREX charges 0.75% annually. There are 23 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 | SAREX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | SAREX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | SAREX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | SAREX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | SAREX vs VGRNX |
Best Risk-Adjusted Alternatives to SAREX
SAREX has a PortfoliosLab risk / return rank of 19. There are 84 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 | SAREX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | SAREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 88 | — | Oct 2011 | SAREX vs FSREX | |
| Delaware Ivy Securian Real Estate Securities Fund | 73 | — | Feb 1999 | SAREX vs IRSAX | |
| abrdn Realty Income & Growth Fund | 71 | — | Dec 1998 | SAREX vs AIGYX |
Top Performing SAREX Alternatives (YTD)
SAREX is at 16.15% YTD. There are 15 mutual funds in the REIT category with higher YTD returns, going as high as 20.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 20.50% | — | Dec 2010 | SAREX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 19.48% | — | Dec 1998 | SAREX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 19.11% | — | Jan 1989 | SAREX vs IVRSX | |
| Delaware Ivy Securian Real Estate Securities Fund | 18.92% | — | Feb 1999 | SAREX vs IRSAX | |
| Columbia Real Estate Equity Fund | 18.89% | — | Apr 1994 | SAREX vs CREEX |
Lowest Volatility Alternatives to SAREX
SAREX has 25.72% 1-year volatility. There are 105 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.44%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.44% | — | Jun 2023 | SAREX vs CREMX | |
| TIAA Real Estate Account | 1.00% | — | Oct 1995 | SAREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.46% | — | Oct 2011 | SAREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.73% | — | Jun 2014 | SAREX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.24% | — | Feb 2003 | SAREX vs FRIFX |
Lowest Drawdown Alternatives to SAREX
SAREX has a 1-year max drawdown of -13.63%. There are 93 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 | SAREX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | SAREX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | SAREX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | SAREX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | SAREX vs FRIFX |
Other Mutual Funds from SA Funds
The 9 most viewed SA Funds mutual funds shown here include SAEMX, SAHMX, SABTX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| SA Emerging Markets Value Fund | Emerging Markets Diversified | 77 | 19.87% | — | Apr 2007 | SAREX vs SAEMX | |
| SA International Value Fund | Foreign Large Cap Equities | 90 | 12.06% | — | Aug 1999 | SAREX vs SAHMX | |
| SA U.S. Value Fund | Large Cap Value Equities | 94 | 19.47% | — | Aug 1999 | SAREX vs SABTX | |
| SA International Small Company Fund | Foreign Small & Mid Cap Equities | 29 | 6.06% | — | Aug 1999 | SAREX vs SAISX | |
| SA Worldwide Moderate Growth Fund | Global Allocation | 93 | 10.75% | — | Jun 2015 | SAREX vs SAWMX | |
| SA Global Fixed Income Fund | Global Bonds | 70 | 1.50% | — | Jul 1999 | SAREX vs SAXIX | |
| SA U.S. Core Market Fund | Large Cap Blend Equities | 67 | 10.25% | — | Aug 1999 | SAREX vs SAMKX | |
| SA U.S. Fixed Income Fund | Ultrashort Bond | 91 | 0.96% | — | Apr 2007 | SAREX vs SAUFX | |
| SA U.S. Small Company Fund | Small Cap Blend Equities | 61 | 17.51% | — | Aug 1999 | SAREX vs SAUMX |
Often Compared With SAREX
Investors most often compare SAREX with AWP, TIREX, BREFX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare SAREX with Any Fund or Stock
Compare SAREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SAREX with funds that move differently
SA Real Estate Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SAREX.
Explore SAREX Diversifiers