Virtus Duff & Phelps Global Real Estate Securities Fund (VGISX) Alternatives
Virtus Duff & Phelps Global Real Estate Securities Fund (VGISX) 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 VGISX. 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 VGISX
VGISX charges 1.16% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among VGISX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | VGISX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | VGISX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | VGISX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | VGISX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | VGISX vs VGRNX |
Best Risk-Adjusted Alternatives to VGISX
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 | VGISX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | VGISX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | VGISX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | VGISX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | VGISX vs FRIFX |
Top Performing VGISX Alternatives (YTD)
VGISX 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 | VGISX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | VGISX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | VGISX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | VGISX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | VGISX vs IVRSX |
Lowest Volatility Alternatives to VGISX
VGISX 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 | VGISX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | VGISX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | VGISX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | VGISX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | VGISX vs FRIRX |
Lowest Drawdown Alternatives to VGISX
VGISX 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 | VGISX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | VGISX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | VGISX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | VGISX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | VGISX 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 | VGISX vs AIO | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | -0.51% | Oct 18, 1996 | VGISX vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -8.94% | Mar 7, 2018 | VGISX vs VKSIX | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 94 | -0.19% | Feb 28, 2006 | VGISX vs SAMBX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | -6.62% | Jun 22, 2009 | VGISX vs VIMCX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -12.20% | Jun 28, 2006 | VGISX vs PXSGX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 3 | -16.13% | Oct 16, 1995 | VGISX vs PSTAX | |
| The Merger Fund | Event Driven | 99 | 0.46% | Jan 30, 1989 | VGISX vs MERFX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 23 | -14.37% | Jun 9, 1992 | VGISX vs STCIX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 11 | 2.88% | Mar 1, 1995 | VGISX vs PHRAX |
Often Compared With VGISX
What investors most often compare with VGISX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Growth ETF | Large Cap Growth Equities | 50 | -10.37% | Nov 13, 2000 | VGISX vs VUG | |
| American Funds EuroPacific Growth Fund Class R-6 | Foreign Large Cap Equities, Large Cap Growth Equities | 57 | -5.45% | — | VGISX vs RERGX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Adm... | REIT | 39 | -5.49% | Feb 10, 2011 | VGISX vs VGRLX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 10 | 2.88% | Jan 9, 1998 | VGISX vs SOAAX | |
| Fidelity International Real Estate Fund | REIT | 42 | -5.10% | Sep 8, 2004 | VGISX vs FIREX | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 41 | -5.05% | Oct 2, 2018 | VGISX vs FIKLX | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 40 | -5.03% | Apr 4, 2007 | VGISX vs FIRIX |
Compare VGISX with Any Fund or Stock
Compare VGISX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.