Virtus Ceredex Small-Cap Value Equity Fund (SCETX) belongs to the Small 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 SCETX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SCETX
SCETX charges 1.15% annually. There are 117 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | SCETX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | SCETX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | SCETX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | SCETX vs VSCIX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | SCETX vs TISBX |
Best Risk-Adjusted Alternatives to SCETX
SCETX has a PortfoliosLab risk / return rank of 43. There are 120 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | SCETX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | SCETX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | SCETX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | SCETX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | SCETX vs WWSIX |
Top Performing SCETX Alternatives (YTD)
SCETX is at 17.12% YTD. There are 69 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | SCETX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | SCETX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | SCETX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | SCETX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | SCETX vs MOPIX |
Lowest Volatility Alternatives to SCETX
SCETX has 18.01% 1-year volatility. There are 107 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | SCETX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | SCETX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | SCETX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | SCETX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | SCETX vs BOSOX |
Lowest Drawdown Alternatives to SCETX
SCETX has a 1-year max drawdown of -11.82%. There are 138 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | SCETX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | SCETX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | SCETX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | SCETX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | SCETX vs BIAUX |
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 | 36 | 30.26% | — | Oct 2019 | SCETX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.69% | — | Feb 2006 | SCETX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -6.56% | — | Mar 2018 | SCETX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 4 | 3.17% | — | Oct 1996 | SCETX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 7 | 7.63% | — | Oct 1995 | SCETX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | -1.15% | — | Jun 2009 | SCETX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 0.99% | — | Jan 1989 | SCETX vs MERFX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 12 | 11.63% | — | Mar 1995 | SCETX vs PHRAX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 1.80% | — | Sep 1940 | SCETX vs NAINX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -8.50% | — | Jun 2006 | SCETX vs PXSGX |
Often Compared With SCETX
Investors most often compare SCETX with VSCAX, GTSGX, AZBIX. These 16 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare SCETX with Any Fund or Stock
Compare SCETX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SCETX with funds that move differently
Virtus Ceredex Small-Cap Value Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SCETX.
Explore SCETX Diversifiers