Virtus Duff & Phelps Real Estate Securities Fund (PHRAX) 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 PHRAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PHRAX
PHRAX charges 1.36% annually. There are 90 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 | PHRAX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | PHRAX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | PHRAX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | PHRAX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | PHRAX vs VGRNX |
Best Risk-Adjusted Alternatives to PHRAX
PHRAX has a PortfoliosLab risk / return rank of 26. There are 19 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 | PHRAX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | PHRAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 88 | — | Oct 2011 | PHRAX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 58 | — | Oct 2018 | PHRAX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 57 | — | — | PHRAX vs FRIRX |
Top Performing PHRAX Alternatives (YTD)
PHRAX is at 17.26% YTD. There are 3 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 | PHRAX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 18.11% | — | Dec 1998 | PHRAX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 17.68% | — | Jan 1989 | PHRAX vs IVRSX | |
| Great-West Real Estate Index Fund | 17.10% | — | Nov 2012 | PHRAX vs MXREX | |
| PIMCO Variable Insurance Trust Real Estate Real Re... | 16.82% | — | Oct 2003 | PHRAX vs PRRSX |
Lowest Volatility Alternatives to PHRAX
PHRAX has 13.73% 1-year volatility. There are 71 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 | PHRAX vs CREMX | |
| TIAA Real Estate Account | 0.79% | — | Oct 1995 | PHRAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.45% | — | Oct 2011 | PHRAX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | PHRAX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.11% | — | Apr 2010 | PHRAX vs FRINX |
Lowest Drawdown Alternatives to PHRAX
PHRAX has a 1-year max drawdown of -7.83%. There are 29 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 | PHRAX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | PHRAX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | PHRAX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | PHRAX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | PHRAX vs FRIFX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 49 | 33.33% | — | Oct 2019 | PHRAX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.29% | — | Feb 2006 | PHRAX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -6.36% | — | Mar 2018 | PHRAX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 7.89% | — | Oct 1996 | PHRAX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 5 | 2.58% | — | Oct 1995 | PHRAX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 3 | -0.45% | — | Jun 2009 | PHRAX vs VIMCX | |
| The Merger Fund | Event Driven | 98 | 1.51% | — | Jan 1989 | PHRAX vs MERFX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 4 | 0.17% | — | Sep 1940 | PHRAX vs NAINX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -5.55% | — | Jun 2006 | PHRAX vs PXSGX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 61 | 19.05% | — | Dec 2010 | PHRAX vs EDF |
Often Compared With PHRAX
Investors most often compare PHRAX with SHSAX, FTIHX, SPY. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare PHRAX with Any Fund or Stock
Compare PHRAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PHRAX with funds that move differently
Virtus Duff & Phelps Real Estate Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PHRAX.
Explore PHRAX Diversifiers