Virtus Ceredex Large-Cap Value Equity Fund (STVTX) belongs to the Large 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 STVTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to STVTX
STVTX charges 0.97% annually. There are 236 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | STVTX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | STVTX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | STVTX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | STVTX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | STVTX vs TILVX |
Best Risk-Adjusted Alternatives to STVTX
STVTX has a PortfoliosLab risk / return rank of 65. There are 138 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | STVTX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | STVTX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | STVTX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | STVTX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | STVTX vs SABTX |
Top Performing STVTX Alternatives (YTD)
STVTX is at 14.77% YTD. There are 41 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | STVTX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | STVTX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | STVTX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | STVTX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | STVTX vs PXTIX |
Lowest Volatility Alternatives to STVTX
STVTX has 13.41% 1-year volatility. There are 298 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | STVTX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | STVTX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | STVTX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | STVTX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | STVTX vs FLCCX |
Lowest Drawdown Alternatives to STVTX
STVTX has a 1-year max drawdown of -8.06%. There are 233 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | STVTX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | STVTX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | STVTX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | STVTX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | STVTX vs SVAIX |
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 | STVTX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.69% | — | Feb 2006 | STVTX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -6.56% | — | Mar 2018 | STVTX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 4 | 3.17% | — | Oct 1996 | STVTX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 7 | 7.63% | — | Oct 1995 | STVTX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | -1.15% | — | Jun 2009 | STVTX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 0.99% | — | Jan 1989 | STVTX vs MERFX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 12 | 11.63% | — | Mar 1995 | STVTX vs PHRAX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 1.80% | — | Sep 1940 | STVTX vs NAINX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -8.50% | — | Jun 2006 | STVTX vs PXSGX |
Often Compared With STVTX
Investors most often compare STVTX with AVERX, NEIMX, LEXCX. These 12 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare STVTX with Any Fund or Stock
Compare STVTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair STVTX with funds that move differently
Virtus Ceredex Large-Cap Value Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to STVTX.
Explore STVTX Diversifiers