Virtus Seix Floating Rate High Income Fund (SAMBX) belongs to the Bank Loan category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SAMBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SAMBX
SAMBX charges 0.64% annually. There are 6 mutual funds in the Bank Loan category with lower expense ratios, going as low as 0.41%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Project and Trade Finance Tender ... | 0.41% | — | Jan 2017 | SAMBX vs XPTFX | |
| Eaton Vance Floating-Rate Advantage Fund | 0.47% | — | Mar 2008 | SAMBX vs EIFAX | |
| Shenkman Capital Floating Rate High Income Fund | 0.54% | — | Oct 2014 | SAMBX vs SFHIX | |
| T. Rowe Price Institutional Floating Rate Fund | 0.57% | — | Jan 2008 | SAMBX vs RPIFX | |
| Lord Abbett Floating Rate Fund | 0.60% | — | Dec 2007 | SAMBX vs LFRIX |
Best Risk-Adjusted Alternatives to SAMBX
SAMBX has a PortfoliosLab risk / return rank of 97. There are 3 mutual funds in the Bank Loan category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Floating Rate CMBS Fund | 100 | — | Sep 2016 | SAMBX vs RCRIX | |
| Calamos Aksia Alternative Credit and Income Fund C... | 98 | — | Jun 2023 | SAMBX vs CAPIX | |
| Payden Floating Rate Fund | 98 | — | Nov 2013 | SAMBX vs PYFRX | |
| PGIM Floating Rate Income Fund | 96 | — | Mar 2011 | SAMBX vs FRFZX | |
| Lord Abbett Floating Rate Fund | 95 | — | Dec 2007 | SAMBX vs LFRIX |
Top Performing SAMBX Alternatives (YTD)
SAMBX is at 2.89% YTD. There are 3 mutual funds in the Bank Loan category with higher YTD returns, going as high as 3.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Floating Rate Fund | 3.74% | — | Dec 2009 | SAMBX vs RSFYX | |
| Federated Hermes Project and Trade Finance Tender ... | 3.43% | — | Jan 2017 | SAMBX vs XPTFX | |
| Credit Suisse Floating Rate High Income Fund | 3.03% | — | Mar 1999 | SAMBX vs CHIAX | |
| PGIM Floating Rate Income Fund | 2.82% | — | Mar 2011 | SAMBX vs FRFZX | |
| Calamos Aksia Alternative Credit and Income Fund C... | 2.77% | — | Jun 2023 | SAMBX vs CAPIX |
Lowest Volatility Alternatives to SAMBX
SAMBX has 2.46% 1-year volatility. There are 32 mutual funds in the Bank Loan category with lower 1-year volatility, going as low as 0.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Floating Rate CMBS Fund | 0.77% | — | Sep 2016 | SAMBX vs RCRIX | |
| Payden Floating Rate Fund | 1.25% | — | Nov 2013 | SAMBX vs PYFRX | |
| BNY Mellon Floating Rate Income Fund | 1.35% | — | Sep 2013 | SAMBX vs DFLYX | |
| Dunham Floating Rate Bond Fund | 1.67% | — | Oct 2013 | SAMBX vs DAFRX | |
| Donoghue Forlines Risk Managed Income Fund | 1.68% | — | Dec 2017 | SAMBX vs FLOTX |
Lowest Drawdown Alternatives to SAMBX
SAMBX has a 1-year max drawdown of -0.78%. There is 1 mutual fund in the Bank Loan category with a shallower 1-year drawdown, going as shallow as -0.19%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Floating Rate CMBS Fund | -0.19% | — | Sep 2016 | SAMBX vs RCRIX | |
| PGIM Floating Rate Income Fund | -0.85% | — | Mar 2011 | SAMBX vs FRFZX | |
| Calvert Floating-Rate Advantage Fund | -0.88% | — | Oct 2017 | SAMBX vs CFOIX | |
| Virtus Newfleet Senior Floating Rate Fund | -0.88% | — | Jan 2008 | SAMBX vs PSFIX | |
| Transamerica Floating Rate Fund | -0.93% | — | Oct 2013 | SAMBX vs TFLIX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, VKSIX, PKSFX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 38 | 28.50% | — | Oct 2019 | SAMBX vs AIO | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -4.70% | — | Mar 2018 | SAMBX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 6 | 8.04% | — | Oct 1996 | SAMBX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 6 | 6.42% | — | Oct 1995 | SAMBX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | 0.66% | — | Jun 2009 | SAMBX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.51% | — | Jan 1989 | SAMBX vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -3.24% | — | Jun 2006 | SAMBX vs PXSGX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 61 | 19.70% | — | Dec 2010 | SAMBX vs EDF | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 4 | 2.04% | — | Sep 1940 | SAMBX vs NAINX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 44 | 17.83% | — | Mar 1995 | SAMBX vs PHRAX |
Often Compared With SAMBX
Investors most often compare SAMBX with PONAX, FIQSX, BRLN. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare SAMBX with Any Fund or Stock
Compare SAMBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SAMBX with funds that move differently
Virtus Seix Floating Rate High Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SAMBX.
Explore SAMBX Diversifiers