Victory Diversified Stock Fund (SRVEX) belongs to the Large 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 SRVEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SRVEX
SRVEX charges 1.07% annually. There are 325 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SRVEX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | SRVEX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SRVEX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SRVEX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | SRVEX vs VSMPX |
Best Risk-Adjusted Alternatives to SRVEX
SRVEX has a PortfoliosLab risk / return rank of 73. There are 58 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | SRVEX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | SRVEX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | SRVEX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | SRVEX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | SRVEX vs POGSX |
Top Performing SRVEX Alternatives (YTD)
SRVEX is at 10.80% YTD. There are 95 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.47% | 18.10B | Dec 2004 | SRVEX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | SRVEX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | SRVEX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | SRVEX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | SRVEX vs IGIAX |
Lowest Volatility Alternatives to SRVEX
SRVEX has 13.47% 1-year volatility. There are 274 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | SRVEX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | SRVEX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | SRVEX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | SRVEX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.33% | — | Feb 2012 | SRVEX vs SILVX |
Lowest Drawdown Alternatives to SRVEX
SRVEX has a 1-year max drawdown of -8.90%. There are 132 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | SRVEX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SRVEX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SRVEX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SRVEX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | SRVEX vs AMFEX |
Other Mutual Funds from Victory
The 10 most viewed Victory mutual funds shown here include USNQX, USSPX, CBYYX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Nasdaq-100, Large Cap Growth Equities | 38 | 11.42% | — | Oct 2000 | SRVEX vs USNQX | |
| Victory 500 Index Fund Member Shares | Large Cap Blend Equities | 59 | 9.34% | — | May 1996 | SRVEX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 4.19% | — | Jan 2023 | SRVEX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 10 | 1.29% | — | Oct 1981 | SRVEX vs USAUX | |
| Victory Global Energy Transition Fund | Energy Equities | 96 | 27.93% | — | Nov 1995 | SRVEX vs RSNRX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 32 | -10.35% | — | Aug 1984 | SRVEX vs USAGX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 78 | 5.25% | — | Jan 1989 | SRVEX vs USBLX | |
| USAA Growth Fund | Large Cap Growth Equities | 7 | -2.61% | — | Apr 1971 | SRVEX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 79 | 8.69% | — | Aug 1984 | SRVEX vs USCRX | |
| USAA High Income Fund | High Yield Bonds | 78 | 1.66% | — | Aug 1999 | SRVEX vs USHYX |
Often Compared With SRVEX
Investors most often compare SRVEX with VPMAX, YFSIX, DHAMX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare SRVEX with Any Fund or Stock
Compare SRVEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SRVEX with funds that move differently
Victory Diversified Stock Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SRVEX.
Explore SRVEX Diversifiers