Victory Sycamore Established Value Fund Class A (VETAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to VETAX
VETAX charges 0.89% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among VETAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | VETAX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | VETAX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | VETAX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | VETAX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | VETAX vs VMVIX |
Best Risk-Adjusted Alternatives to VETAX
Among mutual funds in the Mid Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | VETAX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | VETAX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | VETAX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | VETAX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | VETAX vs VVOAX |
Top Performing VETAX Alternatives (YTD)
VETAX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | VETAX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | VETAX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | VETAX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | VETAX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | VETAX vs HWMIX |
Lowest Volatility Alternatives to VETAX
VETAX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | VETAX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | VETAX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | VETAX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | VETAX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | VETAX vs RSVAX |
Lowest Drawdown Alternatives to VETAX
VETAX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | VETAX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | VETAX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | VETAX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | VETAX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | VETAX vs CISMX |
Other Mutual Funds from Victory Capital
Most popular Victory Capital mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Victory Sycamore Established Value Fund Class I | Mid Cap Value Equities | 19 | 2.88% | Mar 1, 2010 | VETAX vs VEVIX |
Compare VETAX with Any Fund or Stock
Compare VETAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.