TCW Global Real Estate Fund (TGREX) 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 TGREX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TGREX
TGREX charges 0.90% annually. There are 40 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 | TGREX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | TGREX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | TGREX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.90B | Dec 2003 | TGREX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | TGREX vs VGRNX |
Best Risk-Adjusted Alternatives to TGREX
TGREX has a PortfoliosLab risk / return rank of 14. There are 41 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 | TGREX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | TGREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 88 | — | Oct 2011 | TGREX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 47 | — | Oct 2018 | TGREX vs FIKMX | |
| Fidelity Real Estate Income Fund | 46 | — | Feb 2003 | TGREX vs FRIFX |
Top Performing TGREX Alternatives (YTD)
TGREX is at 8.87% YTD. There are 38 mutual funds in the REIT category with higher YTD returns, going as high as 13.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 13.17% | — | Dec 2010 | TGREX vs PJEZX | |
| PIMCO Variable Insurance Trust Real Estate Real Re... | 12.55% | — | Oct 2003 | TGREX vs PRRSX | |
| MainStay CBRE Real Estate Fund | 12.52% | — | Dec 1996 | TGREX vs CRARX | |
| VY CBRE Real Estate Portfolio | 12.36% | — | Jan 1989 | TGREX vs IVRSX | |
| LDR Real Estate Value Opportunity Fund | 12.31% | — | Dec 2002 | TGREX vs HLRRX |
Lowest Volatility Alternatives to TGREX
TGREX has 13.11% 1-year volatility. There are 71 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 | TGREX vs CREMX | |
| TIAA Real Estate Account | 0.77% | — | Oct 1995 | TGREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.46% | — | Oct 2011 | TGREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.58% | — | Jun 2014 | TGREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.03% | — | Apr 2010 | TGREX vs FRINX |
Lowest Drawdown Alternatives to TGREX
TGREX has a 1-year max drawdown of -9.66%. There are 63 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 | TGREX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | TGREX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | TGREX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | TGREX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | TGREX vs FRIFX |
Other Mutual Funds from TCW
The 10 most viewed TCW mutual funds shown here include TGEIX, TGWIX, TGLMX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TCW Emerging Markets Income Fund | Emerging Markets Bonds | 90 | 4.02% | — | May 1998 | TGREX vs TGEIX | |
| TCW Emerging Markets Local Currency Income Fund | Emerging Markets Bonds | 31 | 2.76% | — | Dec 2010 | TGREX vs TGWIX | |
| TCW Total Return Bond Fund | Intermediate Core-Plus Bond | 38 | 0.99% | — | Jun 1993 | TGREX vs TGLMX | |
| TCW Relative Value Mid Cap Fund | Mid Cap Value Equities | 75 | 17.95% | — | Oct 1997 | TGREX vs TGVOX | |
| TCW High Yield Bond Fund | High Yield Bonds | — | — | — | Feb 1993 | TGREX vs TGHYX | |
| TCW Relative Value Large Cap Fund | Large Cap Value Equities | 80 | 11.70% | — | Dec 1997 | TGREX vs TGDVX | |
| TCW Core Fixed Income Fund | Intermediate Core Bond | 19 | -0.06% | — | Feb 1993 | TGREX vs TGCFX | |
| TCW Conservative Allocation Fund | Diversified Portfolio | 43 | 4.73% | — | Nov 2006 | TGREX vs TGPCX | |
| TCW Select Equities Fund | Large Cap Growth Equities | 8 | 4.50% | — | Feb 1993 | TGREX vs TGCEX | |
| TCW Global Bond Fund | Global Bonds | 8 | -0.24% | — | Nov 2011 | TGREX vs TGGBX |
Often Compared With TGREX
Investors most often compare TGREX with TSI, VGRLX, PHRAX. These 11 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TCW Strategic Income Fund Inc. | Multisector Bonds | 2 | -6.08% | — | — | TGREX vs TSI | |
| Vanguard Global ex-U.S. Real Estate Index Fund Adm... | REIT | 6 | -2.59% | 3.90B | Feb 2011 | TGREX vs VGRLX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 13 | 11.75% | — | Mar 1995 | TGREX vs PHRAX | |
| Fidelity International Real Estate Fund | REIT | 4 | -4.34% | — | Sep 2004 | TGREX vs FIREX | |
| abrdn Realty Income & Growth Fund | REIT | 25 | 12.10% | — | Dec 1998 | TGREX vs AIGYX | |
| Nuveen Real Estate Securities Fund | REIT | 19 | 11.57% | — | Jun 1995 | TGREX vs FARCX | |
| Fidelity Advisor Real Estate Income Fund Class C | REIT | 37 | 2.96% | — | Apr 2010 | TGREX vs FRIOX | |
| Fidelity Advisor Real Estate Income Fund Class I | REIT | 46 | 3.40% | — | — | TGREX vs FRIRX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 14 | 11.64% | — | Jan 1998 | TGREX vs SOAAX | |
| Delaware Ivy Securian Real Estate Securities Fund | REIT | 29 | 12.02% | — | Feb 1999 | TGREX vs IRSAX | |
| Vanguard All-Equity ETF Portfolio | Global Equities | 85 | 13.42% | 14.70B | Jan 2019 | TGREX vs VEQT.TO |
Compare TGREX with Any Fund or Stock
Compare TGREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TGREX with funds that move differently
TCW Global Real Estate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TGREX.
Explore TGREX Diversifiers