Virtus Duff & Phelps Real Estate Securities Fund (PHRAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PHRAX
PHRAX charges 1.36% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among PHRAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | PHRAX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | PHRAX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | PHRAX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | PHRAX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | PHRAX vs VGRNX |
Best Risk-Adjusted Alternatives to PHRAX
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 | PHRAX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | PHRAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | PHRAX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | PHRAX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | PHRAX vs FRIFX |
Top Performing PHRAX Alternatives (YTD)
PHRAX alternatives from the REIT category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| abrdn Realty Income & Growth Fund | 4.51% | Dec 29, 1998 | PHRAX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | PHRAX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | PHRAX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | PHRAX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | PHRAX vs IVRSX |
Lowest Volatility Alternatives to PHRAX
PHRAX 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 | PHRAX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | PHRAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | PHRAX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | PHRAX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | PHRAX vs FRIRX |
Lowest Drawdown Alternatives to PHRAX
PHRAX 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 | PHRAX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | PHRAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | PHRAX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | PHRAX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | PHRAX vs FRINX |
Other Mutual Funds from Virtus
Most popular Virtus mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 38 | 0.42% | Oct 29, 2019 | PHRAX vs AIO | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | -0.51% | Oct 18, 1996 | PHRAX vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -8.94% | Mar 7, 2018 | PHRAX vs VKSIX | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 94 | -0.19% | Feb 28, 2006 | PHRAX vs SAMBX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | -6.62% | Jun 22, 2009 | PHRAX vs VIMCX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -12.20% | Jun 28, 2006 | PHRAX vs PXSGX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 3 | -16.13% | Oct 16, 1995 | PHRAX vs PSTAX | |
| The Merger Fund | Event Driven | 99 | 0.46% | Jan 30, 1989 | PHRAX vs MERFX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 23 | -14.37% | Jun 9, 1992 | PHRAX vs STCIX | |
| Virtus KAR International Small-Mid Cap Fund | Foreign Small & Mid Cap Equities | 3 | -8.80% | Sep 4, 2012 | PHRAX vs VIISX |
Often Compared With PHRAX
What investors most often compare with PHRAX, 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.