Virtus Seix Total Return Bond Fund (SAMFX) Alternatives
Virtus Seix Total Return Bond Fund (SAMFX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SAMFX. 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 SAMFX
SAMFX charges 0.46% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among SAMFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | SAMFX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | SAMFX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | SAMFX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | SAMFX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | SAMFX vs BCOIX |
Best Risk-Adjusted Alternatives to SAMFX
Among mutual funds in the Intermediate Core-Plus Bond 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 | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | SAMFX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | SAMFX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | SAMFX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | SAMFX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | SAMFX vs MDVAX |
Top Performing SAMFX Alternatives (YTD)
SAMFX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | SAMFX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | SAMFX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | SAMFX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | SAMFX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | SAMFX vs TGLMX |
Lowest Volatility Alternatives to SAMFX
SAMFX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | SAMFX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | SAMFX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | SAMFX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | SAMFX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | SAMFX vs TGRNX |
Lowest Drawdown Alternatives to SAMFX
SAMFX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | SAMFX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | SAMFX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | SAMFX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | SAMFX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | SAMFX vs MWIGX |
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 | SAMFX vs AIO | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | -0.51% | Oct 18, 1996 | SAMFX vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -8.94% | Mar 7, 2018 | SAMFX vs VKSIX | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 94 | -0.19% | Feb 28, 2006 | SAMFX vs SAMBX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | -6.62% | Jun 22, 2009 | SAMFX vs VIMCX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -12.20% | Jun 28, 2006 | SAMFX vs PXSGX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 3 | -16.13% | Oct 16, 1995 | SAMFX vs PSTAX | |
| The Merger Fund | Event Driven | 99 | 0.46% | Jan 30, 1989 | SAMFX vs MERFX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 23 | -14.37% | Jun 9, 1992 | SAMFX vs STCIX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 11 | 2.88% | Mar 1, 1995 | SAMFX vs PHRAX |
Often Compared With SAMFX
What investors most often compare with SAMFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| BlackRock Floating Rate Loan ETF | Bank Loan | 63 | -0.73% | Oct 4, 2022 | SAMFX vs BRLN | |
| VY BrandywineGLOBAL - Bond Portfolio | Intermediate Core-Plus Bond | 68 | 0.21% | Feb 20, 2015 | SAMFX vs VGSBX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 53 | -0.55% | Dec 28, 2007 | SAMFX vs BCPIX | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 21 | -0.31% | Jan 5, 2004 | SAMFX vs AAIIX |
Compare SAMFX with Any Fund or Stock
Compare SAMFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.