Virtus Ceredex Mid-Cap Value Equity Fund (SMVTX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SMVTX
SMVTX charges 0.99% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among SMVTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | SMVTX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | SMVTX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | SMVTX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | SMVTX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | SMVTX vs VMVIX |
Best Risk-Adjusted Alternatives to SMVTX
Among mutual funds in the Mid Cap Value Equities 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 | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | SMVTX vs ARFFX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | SMVTX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | SMVTX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | SMVTX vs VVOAX | |
| Invesco Value Opportunities Fund Class Y | 75 | Mar 23, 2005 | SMVTX vs VVOIX |
Top Performing SMVTX Alternatives (YTD)
SMVTX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | SMVTX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | SMVTX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | SMVTX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | SMVTX vs HWMIX | |
| HW Opportunities MP Fund | 5.07% | Jan 27, 2021 | SMVTX vs HOMPX |
Lowest Volatility Alternatives to SMVTX
SMVTX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | SMVTX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | SMVTX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | SMVTX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | SMVTX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | SMVTX vs RSVAX |
Lowest Drawdown Alternatives to SMVTX
SMVTX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | SMVTX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | SMVTX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | SMVTX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | SMVTX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | SMVTX vs CISMX |
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 | SMVTX vs AIO | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | -0.51% | Oct 18, 1996 | SMVTX vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -8.94% | Mar 7, 2018 | SMVTX vs VKSIX | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 94 | -0.19% | Feb 28, 2006 | SMVTX vs SAMBX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | -6.62% | Jun 22, 2009 | SMVTX vs VIMCX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -12.20% | Jun 28, 2006 | SMVTX vs PXSGX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 3 | -16.13% | Oct 16, 1995 | SMVTX vs PSTAX | |
| The Merger Fund | Event Driven | 99 | 0.46% | Jan 30, 1989 | SMVTX vs MERFX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 23 | -14.37% | Jun 9, 1992 | SMVTX vs STCIX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 11 | 2.88% | Mar 1, 1995 | SMVTX vs PHRAX |
Often Compared With SMVTX
What investors most often compare with SMVTX, 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.