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% | 69.80B | 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 22. There are 76 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 | 99 | — | Oct 1995 | TGREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | — | Oct 2011 | TGREX vs FSREX | |
| Fidelity Real Estate Income Fund | 72 | — | Feb 2003 | TGREX vs FRIFX | |
| Delaware Ivy Securian Real Estate Securities Fund | 72 | — | Feb 1999 | TGREX vs IRSAX |
Top Performing TGREX Alternatives (YTD)
TGREX is at 11.59% YTD. There are 64 mutual funds in the REIT category with higher YTD returns, going as high as 20.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 20.24% | — | Dec 2010 | TGREX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 19.18% | — | Dec 1998 | TGREX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 18.89% | — | Jan 1989 | TGREX vs IVRSX | |
| Columbia Real Estate Equity Fund | 18.78% | — | Apr 1994 | TGREX vs CREEX | |
| Delaware Ivy Securian Real Estate Securities Fund | 18.60% | — | Feb 1999 | TGREX vs IRSAX |
Lowest Volatility Alternatives to TGREX
TGREX has 13.42% 1-year volatility. There are 51 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 | TGREX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | 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 | 3.71% | — | Jun 2014 | TGREX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.23% | — | Feb 2003 | TGREX vs FRIFX |
Lowest Drawdown Alternatives to TGREX
TGREX has a 1-year max drawdown of -9.66%. There are 62 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 | -0.29% | — | 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, TGLMX, TGWIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TCW Emerging Markets Income Fund | Emerging Markets Bonds | 92 | 4.84% | — | May 1998 | TGREX vs TGEIX | |
| TCW Total Return Bond Fund | Intermediate Core-Plus Bond | 49 | 1.25% | — | Jun 1993 | TGREX vs TGLMX | |
| TCW Emerging Markets Local Currency Income Fund | Emerging Markets Bonds | 33 | 3.71% | — | Dec 2010 | TGREX vs TGWIX | |
| TCW Relative Value Large Cap Fund | Large Cap Value Equities | 81 | 12.44% | — | Dec 1997 | TGREX vs TGDVX | |
| TCW Relative Value Mid Cap Fund | Mid Cap Value Equities | 86 | 20.36% | — | Oct 1997 | TGREX vs TGVOX | |
| TCW High Yield Bond Fund | High Yield Bonds | — | — | — | Feb 1993 | TGREX vs TGHYX | |
| TCW Core Fixed Income Fund | Intermediate Core Bond | 21 | -0.01% | — | Feb 1993 | TGREX vs TGCFX | |
| TCW Conservative Allocation Fund | Diversified Portfolio | 37 | 4.14% | — | Nov 2006 | TGREX vs TGPCX | |
| TCW Global Bond Fund | Global Bonds | 6 | -0.72% | — | Nov 2011 | TGREX vs TGGBX | |
| TCW Select Equities Fund | Large Cap Growth Equities | 6 | 4.27% | — | Feb 1993 | TGREX vs TGCEX |
Often Compared With TGREX
Investors most often compare TGREX with TSI, PRRSX, CRARX. These 19 comparison targets span 3 categories, based on PortfoliosLab usage data.
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