Third Avenue Real Estate Value Fund (TAREX) Alternatives
Third Avenue Real Estate Value Fund (TAREX) 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 TAREX. 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 TAREX
TAREX charges 1.15% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among TAREX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | TAREX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | TAREX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | TAREX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | TAREX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | TAREX vs VGRNX |
Best Risk-Adjusted Alternatives to TAREX
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 | TAREX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | TAREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | TAREX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | TAREX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | TAREX vs FRIFX |
Top Performing TAREX Alternatives (YTD)
TAREX 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 | TAREX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | TAREX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | TAREX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | TAREX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | TAREX vs IVRSX |
Lowest Volatility Alternatives to TAREX
TAREX 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 | TAREX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | TAREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | TAREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | TAREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | TAREX vs FRIRX |
Lowest Drawdown Alternatives to TAREX
TAREX 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 | TAREX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | TAREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | TAREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | TAREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | TAREX vs FRINX |
Other Mutual Funds from Third Avenue
Most popular Third Avenue mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Third Avenue Value Fund | Global Equities | 89 | 4.52% | Oct 31, 1990 | TAREX vs TAVFX | |
| Third Avenue International Real Estate Value Fund | REIT | 38 | -4.88% | May 7, 2014 | TAREX vs REIFX | |
| Third Avenue Small Cap Value Fund | Small Cap Value Equities | 81 | 6.59% | Apr 1, 1997 | TAREX vs TASCX |
Often Compared With TAREX
What investors most often compare with TAREX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Real Estate Investment Portfolio | REIT | 8 | 1.88% | Nov 17, 1986 | TAREX vs FRESX | |
| American Tower Corporation | 17 | -1.70% | — | TAREX vs AMT | ||
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 40 | -5.03% | Apr 4, 2007 | TAREX vs FIRIX | |
| Fidelity International Real Estate Fund | REIT | 42 | -5.10% | Sep 8, 2004 | TAREX vs FIREX | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 41 | -5.05% | Oct 2, 2018 | TAREX vs FIKLX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 10 | 2.88% | Jan 9, 1998 | TAREX vs SOAAX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Adm... | REIT | 39 | -5.49% | Feb 10, 2011 | TAREX vs VGRLX |
Compare TAREX with Any Fund or Stock
Compare TAREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.