VALIC Company I Global Real Estate Fund (VGREX) 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 VGREX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VGREX
VGREX charges 0.86% annually. There are 35 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 | VGREX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | VGREX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | VGREX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.11% | 71.40B | Dec 2003 | VGREX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | VGREX vs VGRNX |
Best Risk-Adjusted Alternatives to VGREX
VGREX has a PortfoliosLab risk / return rank of 52. There are 38 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 | VGREX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | VGREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 87 | — | Oct 2011 | VGREX vs FSREX | |
| abrdn Realty Income & Growth Fund | 82 | — | Dec 1998 | VGREX vs AIGYX | |
| Delaware Ivy Securian Real Estate Securities Fund | 81 | — | Feb 1999 | VGREX vs IRSAX |
Top Performing VGREX Alternatives (YTD)
VGREX is at 14.91% YTD. There are 48 mutual funds in the REIT category with higher YTD returns, going as high as 22.21%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 22.21% | — | Dec 2010 | VGREX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 21.63% | — | Dec 1998 | VGREX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 20.91% | — | Jan 1989 | VGREX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 20.77% | — | Mar 1995 | VGREX vs PHRAX | |
| Columbia Real Estate Equity Fund | 20.76% | — | Apr 1994 | VGREX vs CREEX |
Lowest Volatility Alternatives to VGREX
VGREX has 12.24% 1-year volatility. There are 30 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 | VGREX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | VGREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.48% | — | Oct 2011 | VGREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.77% | — | Jun 2014 | VGREX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.21% | — | Feb 2003 | VGREX vs FRIFX |
Lowest Drawdown Alternatives to VGREX
VGREX has a 1-year max drawdown of -10.29%. There are 77 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 | VGREX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | VGREX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | VGREX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | VGREX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | VGREX vs FRIFX |
Other Mutual Funds from VALIC
The 10 most viewed VALIC mutual funds shown here include VCNIX, VGLSX, VSTIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| VALIC Company I Nasdaq-100 Index Fund | Large Cap Growth Equities | 38 | 11.40% | — | Oct 2000 | VGREX vs VCNIX | |
| VALIC Company I Global Strategy Fund | Global Allocation | 86 | 9.36% | — | Dec 2005 | VGREX vs VGLSX | |
| VALIC Company I Stock Index Fund | Large Cap Blend Equities | 61 | 9.14% | — | Apr 1987 | VGREX vs VSTIX | |
| VALIC Company I Mid Cap Strategic Growth Fund | Mid Cap Growth Equities | 15 | 9.83% | — | Dec 2004 | VGREX vs VMSGX | |
| VALIC Company I Science & Technology Fund | Technology Equities | 29 | 18.07% | — | Apr 1994 | VGREX vs VCSTX | |
| VALIC Company I Growth Fund | Large Cap Growth Equities | 14 | 5.14% | — | Dec 2005 | VGREX vs VCULX | |
| VALIC Company I Systematic Value Fund | Large Cap Value Equities | 93 | 19.39% | — | Dec 2005 | VGREX vs VBCVX | |
| VALIC Company I Blue Chip Growth Fund | Large Cap Growth Equities | 10 | -1.67% | — | Nov 2000 | VGREX vs VCBCX | |
| VALIC Company I Small Cap Value Fund | Small Cap Value Equities | 89 | 21.87% | — | Aug 2006 | VGREX vs VVSCX | |
| VALIC Company I International Equities Index Fund | Foreign Large Cap Equities | 64 | 12.38% | — | Oct 1989 | VGREX vs VCIEX |
Often Compared With VGREX
Investors most often compare VGREX with VCIFX, VCGAX, VNQI. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare VGREX with Any Fund or Stock
Compare VGREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VGREX with funds that move differently
VALIC Company I Global Real Estate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VGREX.
Explore VGREX Diversifiers