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CRRVX Columbia Real Estate Equity R5

3 lower fee alternatives found

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Fund CRRVX Columbia Real Estate Equity R5 VGSLX Vanguard REIT Index Adm REZ iShares Residential Rel Est Capped  
100% 96% 95%
Annual Fees
(0.85% Exp. Ratio)
(0.12% Exp. Ratio)
(0.48% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$39,660.08 $49,422.88 $44,348.93
Est. savings over 30 yrs +$9,762.80 +$4,688.84
As of 10/31/16
1 YR RETURN 5.48%
3 YR 10.17%
5 YR 10.71%
10 YR 4.62%
1 YR RETURN 6.70%
3 YR 10.17%
5 YR 11.30%
10 YR 5.22%
1 YR RETURN 7.97%
3 YR 11.97%
5 YR 11.32%
10 YR --
The investment seeks capital appreciation and above-average income. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies principally engaged in the real estate industry, including REITs. It may invest in equity REITs, mortgage REITs and hybrid REITs. The fund is non-diversified.
The investment seeks to provide a high level of income and moderate long-term capital appreciation by tracking the performance of a benchmark index that measures the performance of publicly traded equity REITs. The fund employs an indexing investment approach designed to track the performance of the MSCI US REIT Index. The index is composed of stocks of publicly traded equity real estate investment trusts (known as REITs). The adviser attempts to replicate the index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
The investment seeks to track the investment results of the FTSE NAREIT All Residential Capped Index composed of U.S. residential, healthcare and self-storage real estate equities. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index measures the performance of the residential apartments, manufactured homes, healthcare and self-storage real estate sectors of the U.S. equity market. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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