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% | 36.70B | 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 22. There are 88 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Value Opportunities Fund | 87 | — | Jun 2001 | VETAX vs VVOAX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 87 | — | Nov 2001 | VETAX vs SMVTX | |
| Harbor Mid Cap Value Fund | 86 | — | Mar 2002 | VETAX vs HAMVX | |
| Ariel Focus Fund | 82 | — | Jun 2005 | VETAX vs ARFFX | |
| Invesco Value Opportunities Fund Class Y | 81 | — | Mar 2005 | VETAX vs VVOIX |
Top Performing VETAX Alternatives (YTD)
VETAX is at 9.87% YTD. There are 72 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 23.96%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Value Opportunities Fund | 23.96% | — | Jun 2001 | VETAX vs VVOAX | |
| Fidelity Value Strategies Fund | 21.04% | — | Dec 1983 | VETAX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 20.62% | — | Jul 1995 | VETAX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 20.50% | — | Sep 1996 | VETAX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 20.37% | — | Aug 1986 | VETAX vs FASPX |
Lowest Volatility Alternatives to VETAX
VETAX has 12.34% 1-year volatility. There are 15 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.41% | 36.70B | Sep 2011 | VETAX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.42% | — | Aug 2006 | VETAX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.54% | — | Dec 2013 | VETAX vs NMAVX | |
| Principal MidCap Value Fund I | 11.73% | — | Dec 2003 | VETAX vs PVMIX | |
| American Century Mid Cap Value Fund | 11.88% | 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 | |
| Frank Value Fund | -6.95% | — | Jul 2004 | VETAX vs FRNKX |
Other Mutual Funds from Victory Capital
The 4 most viewed Victory Capital mutual funds shown here include FLARX, VEVIX, SIFFX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Victory Pioneer Floating Rate Fund Class A | Bank Loan | 82 | 1.79% | — | Feb 2007 | VETAX vs FLARX | |
| Victory Sycamore Established Value Fund Class I | Mid Cap Value Equities | 23 | 10.00% | — | Mar 2010 | VETAX vs VEVIX | |
| Victory Pioneer Securitized Income Fund Class A | Nontraditional Bonds | 75 | 1.94% | — | Jul 2021 | VETAX vs SIFFX | |
| Victory Pioneer Multi-Asset Ultrashort Income Fund... | Ultrashort Bond | 98 | 1.57% | — | Apr 2011 | VETAX vs MAFRX |
Often Compared With VETAX
Investors most often compare VETAX with CISMX, ACLAX, AMDVX. These 11 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Clarkston Partners Fund | Mid Cap Value Equities | 3 | -0.48% | — | Sep 2015 | VETAX vs CISMX | |
| American Century Mid Cap Value Fund A Class | Mid Cap Value Equities | 20 | 7.11% | — | Mar 2004 | VETAX vs ACLAX | |
| American Century Mid Cap Value R6 | Mid Cap Value Equities | 27 | 8.34% | — | Jul 2013 | VETAX vs AMDVX | |
| Invesco V.I. American Value Fund | Mid Cap Value Equities | 80 | 19.06% | — | Jan 1997 | VETAX vs UMCVX | |
| Columbia Select Mid Cap Value Fund | Mid Cap Value Equities | 72 | 16.49% | — | Nov 2001 | VETAX vs NAMAX | |
| Victory RS Value Fund | Mid Cap Value Equities | 14 | 5.63% | — | Jun 1993 | VETAX vs RSVAX | |
| Vanguard Small-Cap ETF | Small Cap Blend Equities | 56 | 14.16% | 177.40B | Jan 2004 | VETAX vs VB | |
| Hotchkis & Wiley Mid-Cap Value Fund | Mid Cap Value Equities | 62 | 15.24% | — | Jan 1997 | VETAX vs HWMIX | |
| Touchstone Mid Cap Value Fund | Mid Cap Value Equities | 48 | 13.34% | — | Sep 2009 | VETAX vs TCVIX | |
| Nuveen Multi Cap Value Fund | Mid Cap Value Equities | 78 | 12.89% | — | Nov 1997 | VETAX vs NQVRX | |
| Fidelity Advisor Value Strategies Fund Class C | Mid Cap Value Equities | 69 | 20.11% | — | Aug 2001 | VETAX vs FVCSX |
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