T. Rowe Price Real Estate Fund (TRREX) 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 TRREX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TRREX
TRREX charges 0.77% annually. There are 27 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 | TRREX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | TRREX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | TRREX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | TRREX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | TRREX vs VGRNX |
Best Risk-Adjusted Alternatives to TRREX
TRREX has a PortfoliosLab risk / return rank of 16. There are 64 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 | TRREX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | TRREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 88 | — | Oct 2011 | TRREX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 58 | — | Oct 2018 | TRREX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 57 | — | — | TRREX vs FRIRX |
Top Performing TRREX Alternatives (YTD)
TRREX is at 13.30% YTD. There are 39 mutual funds in the REIT category with higher YTD returns, going as high as 18.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 18.81% | — | Dec 2010 | TRREX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 18.11% | — | Dec 1998 | TRREX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 17.68% | — | Jan 1989 | TRREX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 17.26% | — | Mar 1995 | TRREX vs PHRAX | |
| Great-West Real Estate Index Fund | 17.10% | — | Nov 2012 | TRREX vs MXREX |
Lowest Volatility Alternatives to TRREX
TRREX has 13.95% 1-year volatility. There are 87 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 | TRREX vs CREMX | |
| TIAA Real Estate Account | 0.79% | — | Oct 1995 | TRREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.45% | — | Oct 2011 | TRREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | TRREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.11% | — | Apr 2010 | TRREX vs FRINX |
Lowest Drawdown Alternatives to TRREX
TRREX has a 1-year max drawdown of -7.96%. There are 37 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 | TRREX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | TRREX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | TRREX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | TRREX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | TRREX vs FRIFX |
Other Mutual Funds from T. Rowe Price
The 10 most viewed T. Rowe Price mutual funds shown here include TRBCX, PRWCX, PRDGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Fund | Large Cap Growth Equities | 10 | -1.77% | — | Jun 1993 | TRREX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 37 | 4.42% | — | Jun 1986 | TRREX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 48 | 8.16% | — | Dec 1992 | TRREX vs PRDGX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 10 | -1.30% | — | Sep 1985 | TRREX vs PRWAX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 53 | 8.64% | — | Nov 1994 | TRREX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 10 | -1.70% | — | — | TRREX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 54 | 8.00% | — | Mar 1990 | TRREX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 10 | -1.11% | — | Oct 2001 | TRREX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 77 | 33.11% | — | Sep 1987 | TRREX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 26 | 7.57% | — | Feb 2004 | TRREX vs TRRJX |
Often Compared With TRREX
Investors most often compare TRREX with VGSLX, CSRIX, PRAFX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare TRREX with Any Fund or Stock
Compare TRREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRREX with funds that move differently
T. Rowe Price Real Estate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRREX.
Explore TRREX Diversifiers