Virtus Duff & Phelps Global Real Estate Securities Fund Class A (VGSAX) 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 VGSAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VGSAX
VGSAX charges 1.24% annually. There are 88 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 | VGSAX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | VGSAX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | VGSAX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.90B | Dec 2003 | VGSAX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | VGSAX vs VGRNX |
Best Risk-Adjusted Alternatives to VGSAX
VGSAX has a PortfoliosLab risk / return rank of 11. There are 52 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 | VGSAX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | VGSAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | — | Oct 2011 | VGSAX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 48 | — | Oct 2018 | VGSAX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 47 | — | — | VGSAX vs FRIRX |
Top Performing VGSAX Alternatives (YTD)
VGSAX is at 8.01% YTD. There are 48 mutual funds in the REIT category with higher YTD returns, going as high as 12.78%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 12.78% | — | Dec 2010 | VGSAX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 12.76% | — | Dec 2002 | VGSAX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 12.42% | — | Dec 1996 | VGSAX vs CRARX | |
| BlackRock Real Estate Securities Fund | 12.38% | — | Sep 2012 | VGSAX vs BIREX | |
| PIMCO Variable Insurance Trust Real Estate Real Re... | 12.29% | — | Oct 2003 | VGSAX vs PRRSX |
Lowest Volatility Alternatives to VGSAX
VGSAX has 11.72% 1-year volatility. There are 20 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 | VGSAX vs CREMX | |
| TIAA Real Estate Account | 0.77% | — | Oct 1995 | VGSAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.47% | — | Oct 2011 | VGSAX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.58% | — | Jun 2014 | VGSAX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.03% | — | Apr 2010 | VGSAX vs FRINX |
Lowest Drawdown Alternatives to VGSAX
VGSAX has a 1-year max drawdown of -10.17%. There are 77 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 | VGSAX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | VGSAX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | VGSAX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | VGSAX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | VGSAX 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 | 36 | 30.26% | — | Oct 2019 | VGSAX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.69% | — | Feb 2006 | VGSAX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -6.56% | — | Mar 2018 | VGSAX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 4 | 3.17% | — | Oct 1996 | VGSAX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 7 | 7.63% | — | Oct 1995 | VGSAX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | -1.15% | — | Jun 2009 | VGSAX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 0.99% | — | Jan 1989 | VGSAX vs MERFX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 12 | 11.63% | — | Mar 1995 | VGSAX vs PHRAX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 1.80% | — | Sep 1940 | VGSAX vs NAINX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -8.50% | — | Jun 2006 | VGSAX vs PXSGX |
Often Compared With VGSAX
Investors most often compare VGSAX with AIGYX, VGSLX, VIISX. These 8 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| abrdn Realty Income & Growth Fund | REIT | 22 | 11.71% | — | Dec 1998 | VGSAX vs AIGYX | |
| Vanguard Real Estate Index Fund Admiral Shares | REIT | 10 | 7.97% | 69.90B | Nov 2001 | VGSAX vs VGSLX | |
| Virtus KAR International Small-Mid Cap Fund | Foreign Small & Mid Cap Equities | 1 | 0.15% | — | Sep 2012 | VGSAX vs VIISX | |
| VY CBRE Real Estate Portfolio | REIT | 18 | 12.25% | — | Jan 1989 | VGSAX vs IVRSX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 27 | 6.35% | — | Jun 1992 | VGSAX vs STCIX | |
| Nuveen Real Estate Securities Fund | REIT | 18 | 11.64% | — | Jun 1995 | VGSAX vs FARCX | |
| Delaware Ivy Securian Real Estate Securities Fund | REIT | 26 | 11.86% | — | Feb 1999 | VGSAX vs IRSAX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 13 | 11.76% | — | Jan 1998 | VGSAX vs SOAAX |
Compare VGSAX with Any Fund or Stock
Compare VGSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VGSAX with funds that move differently
Virtus Duff & Phelps Global Real Estate Securities Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VGSAX.
Explore VGSAX Diversifiers