Spirit of America Real Estate Income & Growth Fund (SOAAX) Alternatives
Spirit of America Real Estate Income & Growth Fund (SOAAX) 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 SOAAX. 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 SOAAX
SOAAX charges 1.52% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among SOAAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | SOAAX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | SOAAX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | SOAAX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | SOAAX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | SOAAX vs VGRNX |
Best Risk-Adjusted Alternatives to SOAAX
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 | SOAAX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | SOAAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | SOAAX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | SOAAX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | SOAAX vs FRIFX |
Top Performing SOAAX Alternatives (YTD)
SOAAX 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 | SOAAX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | SOAAX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | SOAAX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | SOAAX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | SOAAX vs IVRSX |
Lowest Volatility Alternatives to SOAAX
SOAAX 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 | SOAAX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | SOAAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | SOAAX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | SOAAX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | SOAAX vs FRIRX |
Lowest Drawdown Alternatives to SOAAX
SOAAX 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 | SOAAX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | SOAAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | SOAAX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | SOAAX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | SOAAX vs FRINX |
Other Mutual Funds from Spirit of America
Most popular Spirit of America mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Spirit of America Large Cap Value Fund | Large Cap Blend Equities | 58 | -5.44% | Aug 1, 2002 | SOAAX vs SOAVX | |
| Spirit of America Energy Fund | Energy Equities | 68 | 28.66% | Jul 9, 2014 | SOAAX vs SOAEX | |
| Spirit of America Income Fund | Long-Term Bond | 53 | 0.17% | Dec 30, 2008 | SOAAX vs SOAIX | |
| Spirit of America Municipal Tax Free Bond Fund | Municipal Bonds | 52 | -0.58% | Feb 28, 2008 | SOAAX vs SOAMX |
Often Compared With SOAAX
What investors most often compare with SOAAX, based on PortfoliosLab usage data.
Compare SOAAX with Any Fund or Stock
Compare SOAAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.