Victory Sycamore Established Value Fund Class I (VEVIX) Alternatives
Victory Sycamore Established Value Fund Class I (VEVIX) 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 VEVIX. 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 VEVIX
VEVIX charges 0.58% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among VEVIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | VEVIX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | VEVIX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | VEVIX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | VEVIX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | VEVIX vs VMVIX |
Best Risk-Adjusted Alternatives to VEVIX
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 | VEVIX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | VEVIX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | VEVIX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | VEVIX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | VEVIX vs VVOAX |
Top Performing VEVIX Alternatives (YTD)
VEVIX 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 | VEVIX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | VEVIX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | VEVIX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | VEVIX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | VEVIX vs HWMIX |
Lowest Volatility Alternatives to VEVIX
VEVIX 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 | VEVIX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | VEVIX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | VEVIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | VEVIX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | VEVIX vs RSVAX |
Lowest Drawdown Alternatives to VEVIX
VEVIX 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 | VEVIX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | VEVIX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | VEVIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | VEVIX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | VEVIX 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 A | Mid Cap Value Equities | 18 | 2.79% | May 5, 2000 | VEVIX vs VETAX |
Often Compared With VEVIX
What investors most often compare with VEVIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Small-Cap Index Fund Admiral Shares | Small Cap Blend Equities | 37 | -1.21% | Nov 13, 2000 | VEVIX vs VSMAX | |
| Invesco Value Opportunities Fund Class Y | Mid Cap Value Equities | 75 | 3.31% | Mar 23, 2005 | VEVIX vs VVOIX | |
| Clarkston Founders Fund | Mid Cap Value Equities | 6 | -6.99% | Jan 31, 2017 | VEVIX vs CIMDX | |
| Columbia Select Mid Cap Value Fund | Mid Cap Value Equities | 69 | 4.45% | Nov 20, 2001 | VEVIX vs NAMAX | |
| Fidelity Small Cap Index Fund | Small Cap Blend Equities | 50 | -2.46% | Sep 8, 2011 | VEVIX vs FSSNX |
Compare VEVIX with Any Fund or Stock
Compare VEVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.