Virtus Duff & Phelps Global Real Estate Securities Fund Class A (VGSAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to VGSAX
VGSAX charges 1.24% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among VGSAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | VGSAX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | VGSAX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | VGSAX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | VGSAX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | VGSAX vs VGRNX |
Best Risk-Adjusted Alternatives to VGSAX
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 | VGSAX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | VGSAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | VGSAX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | VGSAX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | VGSAX vs FRIFX |
Top Performing VGSAX Alternatives (YTD)
VGSAX 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 | VGSAX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | VGSAX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | VGSAX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | VGSAX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | VGSAX vs IVRSX |
Lowest Volatility Alternatives to VGSAX
VGSAX 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 | VGSAX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | VGSAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | VGSAX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | VGSAX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | VGSAX vs FRIRX |
Lowest Drawdown Alternatives to VGSAX
VGSAX 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 | VGSAX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | VGSAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | VGSAX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | VGSAX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | VGSAX 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 | VGSAX vs AIO | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | -0.51% | Oct 18, 1996 | VGSAX vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -8.94% | Mar 7, 2018 | VGSAX vs VKSIX | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 94 | -0.19% | Feb 28, 2006 | VGSAX vs SAMBX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | -6.62% | Jun 22, 2009 | VGSAX vs VIMCX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -12.20% | Jun 28, 2006 | VGSAX vs PXSGX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 3 | -16.13% | Oct 16, 1995 | VGSAX vs PSTAX | |
| The Merger Fund | Event Driven | 99 | 0.46% | Jan 30, 1989 | VGSAX vs MERFX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 23 | -14.37% | Jun 9, 1992 | VGSAX vs STCIX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 11 | 2.88% | Mar 1, 1995 | VGSAX vs PHRAX |
Often Compared With VGSAX
What investors most often compare with VGSAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund Admiral Shares | REIT | 7 | -0.20% | Nov 12, 2001 | VGSAX vs VGSLX |
Compare VGSAX with Any Fund or Stock
Compare VGSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.