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 a closer substitute for your current allocation.
Cheapest Alternatives to VGISX
VGISX charges 1.16% annually. There are 82 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 | VGISX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | VGISX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | VGISX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.11% | 71.40B | Dec 2003 | VGISX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | VGISX vs VGRNX |
Best Risk-Adjusted Alternatives to VGISX
VGISX has a PortfoliosLab risk / return rank of 51. There are 33 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 | VGISX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | VGISX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 85 | — | Oct 2011 | VGISX vs FSREX | |
| abrdn Realty Income & Growth Fund | 82 | — | Dec 1998 | VGISX vs AIGYX | |
| Delaware Ivy Securian Real Estate Securities Fund | 81 | — | Feb 1999 | VGISX vs IRSAX |
Top Performing VGISX Alternatives (YTD)
VGISX is at 14.39% YTD. There are 43 mutual funds in the REIT category with higher YTD returns, going as high as 21.10%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 21.10% | — | Dec 2010 | VGISX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 20.94% | — | Dec 1998 | VGISX vs AIGYX | |
| Columbia Real Estate Equity Fund | 20.10% | — | Apr 1994 | VGISX vs CREEX | |
| VY CBRE Real Estate Portfolio | 20.10% | — | Jan 1989 | VGISX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 20.09% | — | Mar 1995 | VGISX vs PHRAX |
Lowest Volatility Alternatives to VGISX
VGISX has 12.11% 1-year volatility. There are 22 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.45% | — | Jun 2023 | VGISX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | VGISX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.47% | — | Oct 2011 | VGISX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.75% | — | Jun 2014 | VGISX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.18% | — | Feb 2003 | VGISX vs FRIFX |
Lowest Drawdown Alternatives to VGISX
VGISX has a 1-year max drawdown of -10.16%. There are 74 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 | VGISX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | VGISX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | VGISX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | VGISX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | VGISX vs FRIFX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include ASFYX, AIO, SAMBX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | Systematic Trend | 67 | 10.47% | — | Jul 2010 | VGISX vs ASFYX | |
| Virtus Artificial Intelligence & Technology Opport... | Artificial Intelligence, Technology Equities | 25 | 22.73% | — | Oct 2019 | VGISX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.89% | — | Feb 2006 | VGISX vs SAMBX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 7.13% | — | Oct 1996 | VGISX vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -4.34% | — | Mar 2018 | VGISX vs VKSIX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 5 | 1.26% | — | Oct 1995 | VGISX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | 0.96% | — | Jun 2009 | VGISX vs VIMCX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 37 | 13.59% | — | Dec 2010 | VGISX vs EDF | |
| The Merger Fund | Event Driven | 97 | 1.74% | — | Jan 1989 | VGISX vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -1.56% | — | Jun 2006 | VGISX vs PXSGX |
Often Compared With VGISX
Investors most often compare VGISX with VUG, RERGX, STCIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare VGISX with Any Fund or Stock
Compare VGISX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VGISX with funds that move differently
Virtus Duff & Phelps Global Real Estate Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VGISX.
Explore VGISX Diversifiers