Victory Sycamore Established Value Fund Class A (VETAX) 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 VETAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VETAX
VETAX charges 0.89% annually. There are 55 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | VETAX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 37.20B | Sep 2011 | VETAX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | VETAX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | VETAX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | VETAX vs VMVIX |
Best Risk-Adjusted Alternatives to VETAX
VETAX has a PortfoliosLab risk / return rank of 45. There are 83 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund Retirement Class | 97 | — | Mar 2016 | VETAX vs HNMVX | |
| Harbor Mid Cap Value Fund | 97 | — | Mar 2002 | VETAX vs HAMVX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 94 | — | Aug 1998 | VETAX vs NCBVX | |
| Columbia Select Mid Cap Value Fund | 92 | — | Nov 2001 | VETAX vs NAMAX | |
| Fidelity Advisor Value Strategies Fund Class I | 92 | — | Jul 1995 | VETAX vs FASOX |
Top Performing VETAX Alternatives (YTD)
VETAX is at 14.20% YTD. There are 81 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 28.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 28.77% | — | Dec 1983 | VETAX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 28.73% | — | Jul 1995 | VETAX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 28.54% | — | Sep 1996 | VETAX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 28.35% | — | Aug 1986 | VETAX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 27.96% | — | Aug 2001 | VETAX vs FVCSX |
Lowest Volatility Alternatives to VETAX
VETAX has 12.26% 1-year volatility. There are 14 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.35%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.35% | 37.20B | Sep 2011 | VETAX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.36% | — | Aug 2006 | VETAX vs VMVIX | |
| Principal MidCap Value Fund I | 11.76% | — | Dec 2003 | VETAX vs PVMIX | |
| American Century Mid Cap Value Fund A Class | 11.79% | — | Mar 2004 | VETAX vs ACLAX | |
| American Century Mid Cap Value Fund | 11.79% | 5.65B | Mar 2004 | VETAX vs ACMVX |
Lowest Drawdown Alternatives to VETAX
VETAX has a 1-year max drawdown of -7.49%. There are 18 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | VETAX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | VETAX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | VETAX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | VETAX vs HAMVX | |
| Harbor Mid Cap Value Fund Retirement Class | -6.84% | — | Mar 2016 | VETAX vs HNMVX |
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 | 35 | 12.08% | — | Oct 2000 | VETAX vs USNQX | |
| Victory 500 Index Fund Member Shares | Large Cap Blend Equities | 55 | 10.08% | — | May 1996 | VETAX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 4.28% | — | Jan 2023 | VETAX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 9 | 2.72% | — | Oct 1981 | VETAX vs USAUX | |
| Victory Global Energy Transition Fund | Energy Equities | 96 | 28.25% | — | Nov 1995 | VETAX vs RSNRX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 25 | -13.41% | — | Aug 1984 | VETAX vs USAGX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 76 | 5.55% | — | Jan 1989 | VETAX vs USBLX | |
| USAA Growth Fund | Large Cap Growth Equities | 8 | -1.01% | — | Apr 1971 | VETAX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 77 | 8.62% | — | Aug 1984 | VETAX vs USCRX | |
| USAA High Income Fund | High Yield Bonds | 72 | 1.51% | — | Aug 1999 | VETAX vs USHYX |
Often Compared With VETAX
Investors most often compare VETAX with SIFFX, VEVIX, CISMX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare VETAX with Any Fund or Stock
Compare VETAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VETAX with funds that move differently
Victory Sycamore Established Value Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VETAX.
Explore VETAX Diversifiers