Virtus Ceredex Mid-Cap Value Equity Fund (SMVTX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SMVTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SMVTX
SMVTX charges 0.99% annually. There are 65 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | SMVTX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | SMVTX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | SMVTX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | SMVTX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | SMVTX vs VMVIX |
Best Risk-Adjusted Alternatives to SMVTX
SMVTX has a PortfoliosLab risk / return rank of 92. No mutual funds in the Mid Cap Value Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 88 | — | Mar 2002 | SMVTX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | SMVTX vs NAMAX | |
| Delaware Opportunity Fund | 87 | — | Aug 1992 | SMVTX vs FIUSX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 85 | — | Aug 1998 | SMVTX vs NCBVX | |
| Invesco Value Opportunities Fund Class Y | 85 | — | Mar 2005 | SMVTX vs VVOIX |
Top Performing SMVTX Alternatives (YTD)
SMVTX is at 25.14% YTD. No mutual funds in the Mid Cap Value Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 24.46%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco V.I. American Value Fund | 24.46% | — | Jan 1997 | SMVTX vs UMCVX | |
| Invesco Value Opportunities Fund Class Y | 24.28% | — | Mar 2005 | SMVTX vs VVOIX | |
| Fidelity Value Strategies Fund | 24.18% | — | Dec 1983 | SMVTX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 24.15% | — | Jul 1995 | SMVTX vs FASOX | |
| Invesco Value Opportunities Fund | 24.13% | — | Jun 2001 | SMVTX vs VVOAX |
Lowest Volatility Alternatives to SMVTX
SMVTX has 16.04% 1-year volatility. There are 79 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.64% | 36.60B | Sep 2011 | SMVTX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.65% | — | Aug 2006 | SMVTX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.66% | — | Dec 2013 | SMVTX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.98% | 5.65B | Mar 2004 | SMVTX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 12.00% | — | Mar 2004 | SMVTX vs ACLAX |
Lowest Drawdown Alternatives to SMVTX
SMVTX has a 1-year max drawdown of -7.17%. There are 8 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | SMVTX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | SMVTX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | SMVTX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | SMVTX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | SMVTX vs VMVAX |
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 | SMVTX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.42% | — | Feb 2006 | SMVTX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -7.39% | — | Mar 2018 | SMVTX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 6.08% | — | Oct 1996 | SMVTX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 7 | 4.90% | — | Oct 1995 | SMVTX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 3 | -0.23% | — | Jun 2009 | SMVTX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.33% | — | Jan 1989 | SMVTX vs MERFX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 0.89% | — | Sep 1940 | SMVTX vs NAINX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 22 | 15.62% | — | Mar 1995 | SMVTX vs PHRAX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -8.38% | — | Jun 2006 | SMVTX vs PXSGX |
Often Compared With SMVTX
Investors most often compare SMVTX with FSOAX, FMCSX, IWM. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare SMVTX with Any Fund or Stock
Compare SMVTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SMVTX with funds that move differently
Virtus Ceredex Mid-Cap Value Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SMVTX.
Explore SMVTX Diversifiers