Victory Trivalent International Small-Cap Fund Class I (MISIX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MISIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MISIX
MISIX charges 0.97% annually. There are 74 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | MISIX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | MISIX vs VMCIX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | MISIX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | MISIX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | MISIX vs VEMPX |
Best Risk-Adjusted Alternatives to MISIX
MISIX has a PortfoliosLab risk / return rank of 33. There are 86 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | MISIX vs PFSLX | |
| Vanguard Strategic Equity Fund | 86 | 11.50B | Aug 1995 | MISIX vs VSEQX | |
| Destinations Small-Mid Cap Equity Fund | 81 | — | Mar 2017 | MISIX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 81 | — | Aug 2013 | MISIX vs FZAMX | |
| Gotham Enhanced Return Fund | 81 | — | May 2013 | MISIX vs GENIX |
Top Performing MISIX Alternatives (YTD)
MISIX is at 9.36% YTD. There are 108 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.08%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.08% | — | Jan 2005 | MISIX vs PFSLX | |
| 13D Activist Fund | 31.93% | — | Dec 2011 | MISIX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 31.25% | — | Aug 2015 | MISIX vs FZFLX | |
| Hodges Fund | 28.60% | — | Oct 1992 | MISIX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 25.16% | — | Aug 2013 | MISIX vs FZAMX |
Lowest Volatility Alternatives to MISIX
MISIX has 16.67% 1-year volatility. There are 81 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | MISIX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | MISIX vs TLVAX | |
| Boston Trust Midcap Fund | 11.81% | — | — | MISIX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | MISIX vs WAMFX | |
| Victory RS Investors Fund | 11.97% | — | Nov 2005 | MISIX vs RSINX |
Lowest Drawdown Alternatives to MISIX
MISIX has a 1-year max drawdown of -13.84%. There are 120 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | MISIX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | MISIX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | MISIX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | MISIX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | MISIX vs DNLDX |
Other Mutual Funds from Victory
The 10 most viewed Victory mutual funds shown here include USNQX, USSPX, CBYYX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Nasdaq-100, Large Cap Growth Equities | 56 | 17.89% | — | Oct 2000 | MISIX vs USNQX | |
| Victory 500 Index Fund Member Shares | Large Cap Blend Equities | 63 | 11.04% | — | May 1996 | MISIX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 3.55% | — | Jan 2023 | MISIX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 14 | 5.96% | — | Oct 1981 | MISIX vs USAUX | |
| Victory Global Energy Transition Fund | Energy Equities | 94 | 27.69% | — | Nov 1995 | MISIX vs RSNRX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 22 | -11.85% | — | Aug 1984 | MISIX vs USAGX | |
| USAA Growth Fund | Large Cap Growth Equities | 9 | 1.06% | — | Apr 1971 | MISIX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 73 | 8.76% | — | Aug 1984 | MISIX vs USCRX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 83 | 6.73% | — | Jan 1989 | MISIX vs USBLX | |
| USAA Science & Technology Fund | Technology Equities | 42 | 22.10% | — | Jul 1997 | MISIX vs USSCX |
Often Compared With MISIX
Investors most often compare MISIX with OGIIX, FIQIX, FSISX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare MISIX with Any Fund or Stock
Compare MISIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MISIX with funds that move differently
Victory Trivalent International Small-Cap Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MISIX.
Explore MISIX Diversifiers