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 231 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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | STVTX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | STVTX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | STVTX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | STVTX vs VVIAX |
Best Risk-Adjusted Alternatives to STVTX
STVTX has a PortfoliosLab risk / return rank of 80. There are 184 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | STVTX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | STVTX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | STVTX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | STVTX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | STVTX vs MALVX |
Top Performing STVTX Alternatives (YTD)
STVTX is at 19.01% YTD. There are 50 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | STVTX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | STVTX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | STVTX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | STVTX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | STVTX vs YAFFX |
Lowest Volatility Alternatives to STVTX
STVTX has 14.16% 1-year volatility. There are 294 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | STVTX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | STVTX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | STVTX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | STVTX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | STVTX vs ACIIX |
Lowest Drawdown Alternatives to STVTX
STVTX has a 1-year max drawdown of -8.06%. There are 227 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | STVTX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | STVTX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | STVTX vs BUFBX | |
| Torray Equity Income 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 ASFYX, AIO, SAMBX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | Systematic Trend | 66 | 9.56% | — | Jul 2010 | STVTX vs ASFYX | |
| Virtus Artificial Intelligence & Technology Opport... | Artificial Intelligence, Technology Equities | 24 | 21.38% | — | Oct 2019 | STVTX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 98 | 2.76% | — | Feb 2006 | STVTX vs SAMBX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 7.36% | — | Oct 1996 | STVTX vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 0 | -4.13% | — | Mar 2018 | STVTX vs VKSIX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 4 | 0.05% | — | Oct 1995 | STVTX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 3 | 0.70% | — | Jun 2009 | STVTX vs VIMCX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 43 | 13.38% | — | Dec 2010 | STVTX vs EDF | |
| The Merger Fund | Event Driven | 96 | 1.51% | — | Jan 1989 | STVTX vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -1.68% | — | Jun 2006 | STVTX vs PXSGX |
Often Compared With STVTX
Investors most often compare STVTX with UPDDX, AVERX, NAINX. These 19 comparison targets span 6 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