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 SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | VGSAX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | VGSAX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | VGSAX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | 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 17. There are 48 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 | 86 | — | 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 | 48 | — | — | VGSAX vs FRIRX |
Top Performing VGSAX Alternatives (YTD)
VGSAX is at 10.17% YTD. There are 52 mutual funds in the REIT category with higher YTD returns, going as high as 17.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 17.00% | — | Dec 2010 | VGSAX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 16.35% | — | Dec 1998 | VGSAX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 15.96% | — | Jan 1989 | VGSAX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 15.62% | — | Mar 1995 | VGSAX vs PHRAX | |
| Great-West Real Estate Index Fund | 15.55% | — | Nov 2012 | VGSAX vs MXREX |
Lowest Volatility Alternatives to VGSAX
VGSAX has 12.12% 1-year volatility. There are 21 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 | 0.79% | — | Oct 1995 | VGSAX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.45% | — | Oct 2011 | VGSAX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | VGSAX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.13% | — | Apr 2010 | VGSAX vs FRINX |
Lowest Drawdown Alternatives to VGSAX
VGSAX has a 1-year max drawdown of -10.17%. There are 76 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 | 48 | 32.52% | — | Oct 2019 | VGSAX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.42% | — | Feb 2006 | VGSAX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -7.39% | — | Mar 2018 | VGSAX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 6.08% | — | Oct 1996 | VGSAX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 7 | 4.90% | — | Oct 1995 | VGSAX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 3 | -0.23% | — | Jun 2009 | VGSAX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.33% | — | Jan 1989 | VGSAX vs MERFX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 0.89% | — | Sep 1940 | VGSAX vs NAINX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -8.38% | — | Jun 2006 | VGSAX vs PXSGX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 56 | 19.48% | — | Dec 2010 | VGSAX vs EDF |
Often Compared With VGSAX
Investors most often compare VGSAX with CRARX, VGSLX, VIISX. These 11 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MainStay CBRE Real Estate Fund | REIT | 19 | 15.19% | — | Dec 1996 | VGSAX vs CRARX | |
| Vanguard Real Estate Index Fund Admiral Shares | REIT | 14 | 10.34% | 69.80B | Nov 2001 | VGSAX vs VGSLX | |
| Virtus KAR International Small-Mid Cap Fund | Foreign Small & Mid Cap Equities | 2 | 0.58% | — | Sep 2012 | VGSAX vs VIISX | |
| LDR Real Estate Value Opportunity Fund | REIT | 18 | 15.25% | — | Dec 2002 | VGSAX vs HLRRX | |
| PIMCO Variable Insurance Trust Real Estate Real Re... | REIT | 28 | 15.21% | — | Oct 2003 | VGSAX vs PRRSX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 16 | 0.76% | — | Jun 1992 | VGSAX vs STCIX | |
| Delaware Ivy Securian Real Estate Securities Fund | REIT | 38 | 14.61% | — | Feb 1999 | VGSAX vs IRSAX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 21 | 14.89% | — | Jan 1998 | VGSAX vs SOAAX | |
| Nuveen Real Estate Securities Fund | REIT | 27 | 14.50% | — | Jun 1995 | VGSAX vs FARCX | |
| BlackRock Real Estate Securities Fund | REIT | 22 | 14.21% | — | Sep 2012 | VGSAX vs BIREX | |
| Cromwell CenterSquare Real Estate Fund | REIT | 21 | 15.05% | — | Dec 1997 | VGSAX vs MRESX |
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