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 SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | VGREX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | VGREX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | VGREX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | 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 12. There are 63 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 | 98 | — | Oct 1995 | VGREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | — | Oct 2011 | VGREX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 49 | — | Oct 2018 | VGREX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 48 | — | — | VGREX vs FRIRX |
Top Performing VGREX Alternatives (YTD)
VGREX is at 8.65% YTD. There are 58 mutual funds in the REIT category with higher YTD returns, going as high as 15.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 15.24% | — | Dec 2010 | VGREX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 14.59% | — | Dec 1998 | VGREX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 14.49% | — | Jan 1989 | VGREX vs IVRSX | |
| LDR Real Estate Value Opportunity Fund | 14.35% | — | Dec 2002 | VGREX vs HLRRX | |
| Columbia Real Estate Equity Fund | 14.21% | — | Apr 1994 | VGREX vs CREEX |
Lowest Volatility Alternatives to VGREX
VGREX has 12.16% 1-year volatility. There are 28 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 | VGREX vs CREMX | |
| TIAA Real Estate Account | 0.77% | — | Oct 1995 | VGREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.43% | — | Oct 2011 | VGREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | VGREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.12% | — | Apr 2010 | VGREX vs FRINX |
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 | -0.37% | — | 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 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| VALIC Company I Nasdaq-100 Index Fund | Large Cap Growth Equities | 71 | 20.56% | — | Oct 2000 | VGREX vs VCNIX | |
| VALIC Company I Global Strategy Fund | Global Allocation | 86 | 9.89% | — | Dec 2005 | VGREX vs VGLSX | |
| VALIC Company I Stock Index Fund | Large Cap Blend Equities | 68 | 10.00% | — | Apr 1987 | VGREX vs VSTIX | |
| VALIC Company I Mid Cap Strategic Growth Fund | Mid Cap Growth Equities | 17 | 11.30% | — | Dec 2004 | VGREX vs VMSGX | |
| VALIC Company I Science & Technology Fund | Technology Equities | 65 | 35.70% | — | Apr 1994 | VGREX vs VCSTX | |
| VALIC Company I Blue Chip Growth Fund | Large Cap Growth Equities | 20 | 2.55% | — | Nov 2000 | VGREX vs VCBCX | |
| VALIC Company I Growth Fund | Large Cap Growth Equities | 22 | 9.49% | — | Dec 2005 | VGREX vs VCULX | |
| VALIC Company I Systematic Core Fund | Large Cap Blend Equities | 41 | 5.96% | — | Apr 1994 | VGREX vs VCGAX | |
| VALIC Company I International Equities Index Fund | Foreign Large Cap Equities | 35 | 10.37% | — | Oct 1989 | VGREX vs VCIEX | |
| Vertical Capital Income Fund | Global Bonds | 10 | -0.08% | — | Dec 2011 | VGREX vs VCIFX |
Often Compared With VGREX
Investors most often compare VGREX with VNQI, VCSLX, VGRLX. These 20 comparison targets span 9 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