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 a closer substitute for your current allocation.
Cheapest Alternatives to SOAAX
SOAAX charges 1.52% annually. There are 99 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 | SOAAX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | SOAAX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | SOAAX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | SOAAX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | SOAAX vs VGRNX |
Best Risk-Adjusted Alternatives to SOAAX
SOAAX has a PortfoliosLab risk / return rank of 21. There are 23 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 | SOAAX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | SOAAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 86 | — | Oct 2011 | SOAAX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 48 | — | Oct 2018 | SOAAX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 48 | — | — | SOAAX vs FRIRX |
Top Performing SOAAX Alternatives (YTD)
SOAAX is at 14.89% YTD. There are 9 mutual funds in the REIT category with higher YTD returns, going as high as 17.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 17.00% | — | Dec 2010 | SOAAX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 16.35% | — | Dec 1998 | SOAAX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 15.96% | — | Jan 1989 | SOAAX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 15.62% | — | Mar 1995 | SOAAX vs PHRAX | |
| Great-West Real Estate Index Fund | 15.55% | — | Nov 2012 | SOAAX vs MXREX |
Lowest Volatility Alternatives to SOAAX
SOAAX has 13.29% 1-year volatility. There are 50 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 | SOAAX vs CREMX | |
| TIAA Real Estate Account | 0.79% | — | Oct 1995 | SOAAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.45% | — | Oct 2011 | SOAAX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | SOAAX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.13% | — | Apr 2010 | SOAAX vs FRINX |
Lowest Drawdown Alternatives to SOAAX
SOAAX has a 1-year max drawdown of -7.74%. There are 20 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 | SOAAX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | SOAAX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | SOAAX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | SOAAX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | SOAAX vs FRIFX |
Other Mutual Funds from Spirit of America
The 4 most viewed Spirit of America mutual funds shown here include SOAEX, SOAIX, SOAVX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Spirit of America Energy Fund | Energy Equities | 41 | 23.07% | — | Jul 2014 | SOAAX vs SOAEX | |
| Spirit of America Income Fund | Long-Term Bond | 33 | 1.19% | — | Dec 2008 | SOAAX vs SOAIX | |
| Spirit of America Large Cap Value Fund | Large Cap Blend Equities | 63 | 13.13% | — | Aug 2002 | SOAAX vs SOAVX | |
| Spirit of America Municipal Tax Free Bond Fund | Municipal Bonds | 75 | 1.63% | — | Feb 2008 | SOAAX vs SOAMX |
Often Compared With SOAAX
Investors most often compare SOAAX with FRIOX, ARIIX, JERIX. These 20 comparison targets span 1 categories, 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.
Pair SOAAX with funds that move differently
Spirit of America Real Estate Income & Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SOAAX.
Explore SOAAX Diversifiers