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 a closer substitute for your current allocation.
Cheapest Alternatives to VEVIX
VEVIX charges 0.58% annually. There are 14 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 | VEVIX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | VEVIX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | VEVIX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | VEVIX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | VEVIX vs VMVIX |
Best Risk-Adjusted Alternatives to VEVIX
VEVIX has a PortfoliosLab risk / return rank of 33. There are 71 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 92 | — | Nov 2001 | VEVIX vs SMVTX | |
| Harbor Mid Cap Value Fund | 88 | — | Mar 2002 | VEVIX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | VEVIX vs NAMAX | |
| Delaware Opportunity Fund | 87 | — | Aug 1992 | VEVIX vs FIUSX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 85 | — | Aug 1998 | VEVIX vs NCBVX |
Top Performing VEVIX Alternatives (YTD)
VEVIX is at 12.05% YTD. There are 60 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 25.14%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 25.14% | — | Nov 2001 | VEVIX vs SMVTX | |
| Invesco V.I. American Value Fund | 24.46% | — | Jan 1997 | VEVIX vs UMCVX | |
| Invesco Value Opportunities Fund Class Y | 24.28% | — | Mar 2005 | VEVIX vs VVOIX | |
| Fidelity Value Strategies Fund | 24.18% | — | Dec 1983 | VEVIX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 24.15% | — | Jul 1995 | VEVIX vs FASOX |
Lowest Volatility Alternatives to VEVIX
VEVIX has 12.51% 1-year volatility. There are 12 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.64% | 36.60B | Sep 2011 | VEVIX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.65% | — | Aug 2006 | VEVIX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.66% | — | Dec 2013 | VEVIX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.98% | 5.65B | Mar 2004 | VEVIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 12.00% | — | Mar 2004 | VEVIX vs ACLAX |
Lowest Drawdown Alternatives to VEVIX
VEVIX has a 1-year max drawdown of -7.46%. There are 16 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 | VEVIX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | VEVIX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | VEVIX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | VEVIX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | VEVIX vs VMVAX |
Other Mutual Funds from Victory Capital
The 5 most viewed Victory Capital mutual funds shown here include VETAX, FLARX, SIFFX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Victory Sycamore Established Value Fund Class A | Mid Cap Value Equities | 32 | 11.90% | — | May 2000 | VEVIX vs VETAX | |
| Victory Pioneer Floating Rate Fund Class A | Bank Loan | 83 | 1.61% | — | Feb 2007 | VEVIX vs FLARX | |
| Victory Pioneer Securitized Income Fund Class A | Nontraditional Bonds | 69 | 1.61% | — | Jul 2021 | VEVIX vs SIFFX | |
| Victory Pioneer Global Equity Fund Class R6 | Global Equities, Large Cap Value Equities, Sustainable | 85 | 14.74% | — | Dec 2014 | VEVIX vs PGEKX | |
| Victory Pioneer Multi-Asset Ultrashort Income Fund... | Ultrashort Bond | 99 | 1.57% | — | Apr 2011 | VEVIX vs MAFRX |
Often Compared With VEVIX
Investors most often compare VEVIX with VSMAX, CISMX, FSSNX. These 17 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare VEVIX with Any Fund or Stock
Compare VEVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VEVIX with funds that move differently
Victory Sycamore Established Value Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VEVIX.
Explore VEVIX Diversifiers