T. Rowe Price Real Estate Fund (TRREX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to TRREX
TRREX charges 0.77% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among TRREX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | TRREX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | TRREX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | TRREX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | TRREX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | TRREX vs VGRNX |
Best Risk-Adjusted Alternatives to TRREX
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 | TRREX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | TRREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | Oct 20, 2011 | TRREX vs FSREX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Adm... | 50 | Feb 10, 2011 | TRREX vs VGRLX | |
| Fidelity International Real Estate Fund | 50 | Sep 8, 2004 | TRREX vs FIREX |
Top Performing TRREX Alternatives (YTD)
TRREX alternatives from the REIT category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| abrdn Realty Income & Growth Fund | 6.07% | Dec 29, 1998 | TRREX vs AIGYX | |
| PGIM US Real Estate Fund | 5.84% | Dec 21, 2010 | TRREX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 5.63% | Dec 16, 2002 | TRREX vs HLRRX | |
| VY CBRE Real Estate Portfolio | 4.62% | Jan 24, 1989 | TRREX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 4.52% | Mar 1, 1995 | TRREX vs PHRAX |
Lowest Volatility Alternatives to TRREX
TRREX 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 | TRREX vs CREMX | |
| TIAA Real Estate Account | 0.77% | Oct 2, 1995 | TRREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | TRREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | TRREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | TRREX vs FRIRX |
Lowest Drawdown Alternatives to TRREX
TRREX 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 | TRREX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | TRREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | TRREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | TRREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | TRREX vs FRINX |
Other Mutual Funds from T. Rowe Price
Most popular T. Rowe Price mutual funds on PortfoliosLab, across asset classes.
Often Compared With TRREX
What investors most often compare with TRREX, 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.