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 329 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 500 Index Fund Institutional Select Share... | 0.01% | — | — | SRVEX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SRVEX vs VSTSX | |
| 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% | 2.20T | Apr 2015 | SRVEX vs VSMPX |
Best Risk-Adjusted Alternatives to SRVEX
SRVEX has a PortfoliosLab risk / return rank of 81. There are 38 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | SRVEX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | SRVEX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | SRVEX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | SRVEX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | SRVEX vs GTLOX |
Top Performing SRVEX Alternatives (YTD)
SRVEX is at 10.01% YTD. There are 229 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.33% | 15.30B | Dec 2004 | SRVEX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | SRVEX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.79% | — | Dec 2015 | SRVEX vs RESGX | |
| Archer Multi Cap Fund | 26.71% | — | Dec 2019 | SRVEX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | SRVEX vs IGIAX |
Lowest Volatility Alternatives to SRVEX
SRVEX has 12.66% 1-year volatility. There are 289 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | SRVEX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | SRVEX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | SRVEX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.91% | — | Jul 2012 | SRVEX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | SRVEX vs FULVX |
Lowest Drawdown Alternatives to SRVEX
SRVEX has a 1-year max drawdown of -8.90%. There are 136 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | SRVEX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SRVEX vs ORDNX | |
| 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 |
Other Mutual Funds from Victory
The 10 most viewed Victory mutual funds shown here include USNQX, USSPX, CBYYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Large Cap Growth Equities | 74 | 21.54% | — | Oct 2000 | SRVEX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 72 | 11.92% | — | May 1996 | SRVEX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 2.27% | — | Jan 2023 | SRVEX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 24 | 9.53% | — | Oct 1981 | SRVEX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 23 | 0.85% | — | Aug 1984 | SRVEX vs USAGX | |
| USAA Growth Fund | Large Cap Growth Equities | 18 | 4.85% | — | Apr 1971 | SRVEX vs USAAX | |
| Victory Global Energy Transition Fund | Energy Equities | 97 | 38.76% | — | Nov 1995 | SRVEX vs RSNRX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 71 | 8.95% | — | Aug 1984 | SRVEX vs USCRX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 84 | 6.70% | — | Jan 1989 | SRVEX vs USBLX | |
| USAA High Income Fund | High Yield Bonds | 79 | 1.40% | — | Aug 1999 | SRVEX vs USHYX |
Often Compared With SRVEX
Investors most often compare SRVEX with STFGX, POGSX, DESGX. These 8 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| State Farm Growth Fund | Large Cap Blend Equities | 87 | 12.37% | — | Mar 1968 | SRVEX vs STFGX | |
| Pin Oak Equity | Large Cap Blend Equities | 83 | 15.39% | — | Aug 1992 | SRVEX vs POGSX | |
| DWS ESG Core Equity Fund | Large Cap Blend Equities | 88 | 14.72% | — | Jul 2005 | SRVEX vs DESGX | |
| Vanguard Institutional Index Fund Institutional Pl... | Large Cap Blend Equities | 73 | 11.70% | 342.00B | Jul 1997 | SRVEX vs VIIIX | |
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 73 | 11.69% | 145.00B | May 1997 | SRVEX vs SWPPX | |
| iShares Total U.S. Stock Market Index Fund Class K | Large Cap Blend Equities | 71 | 11.47% | — | Aug 2015 | SRVEX vs BKTSX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 72 | 11.99% | 33.40B | May 2001 | SRVEX vs VITPX | |
| AAMA Equity Fund | Large Cap Blend Equities | 89 | 13.36% | — | Jun 2017 | SRVEX vs AMFEX |
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