Victory Sycamore Established Value Fund Class R6 (VEVRX) 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 VEVRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VEVRX
VEVRX charges 0.54% annually. There are 12 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 | VEVRX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.70B | Sep 2011 | VEVRX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | VEVRX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | VEVRX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | VEVRX vs VMVIX |
Best Risk-Adjusted Alternatives to VEVRX
VEVRX has a PortfoliosLab risk / return rank of 28. There are 75 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 89 | — | Nov 2001 | VEVRX vs SMVTX | |
| Invesco Value Opportunities Fund Class Y | 87 | — | Mar 2005 | VEVRX vs VVOIX | |
| Invesco Value Opportunities Fund | 87 | — | Jun 2001 | VEVRX vs VVOAX | |
| Invesco V.I. American Value Fund | 87 | — | Jan 1997 | VEVRX vs UMCVX | |
| Harbor Mid Cap Value Fund | 86 | — | Mar 2002 | VEVRX vs HAMVX |
Top Performing VEVRX Alternatives (YTD)
VEVRX is at 11.17% YTD. There are 59 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 24.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco V.I. American Value Fund | 24.24% | — | Jan 1997 | VEVRX vs UMCVX | |
| Invesco Value Opportunities Fund Class Y | 24.11% | — | Mar 2005 | VEVRX vs VVOIX | |
| Invesco Value Opportunities Fund | 23.96% | — | Jun 2001 | VEVRX vs VVOAX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 21.54% | — | Nov 2001 | VEVRX vs SMVTX | |
| Fidelity Value Strategies Fund | 21.04% | — | Dec 1983 | VEVRX vs FSLSX |
Lowest Volatility Alternatives to VEVRX
VEVRX has 12.34% 1-year volatility. There are 14 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.41% | 36.70B | Sep 2011 | VEVRX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.42% | — | Aug 2006 | VEVRX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.52% | — | Dec 2013 | VEVRX vs NMAVX | |
| Principal MidCap Value Fund I | 11.74% | — | Dec 2003 | VEVRX vs PVMIX | |
| American Century Mid Cap Value Fund A Class | 11.88% | — | Mar 2004 | VEVRX vs ACLAX |
Lowest Drawdown Alternatives to VEVRX
VEVRX 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 | VEVRX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | VEVRX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | VEVRX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | VEVRX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.70B | Sep 2011 | VEVRX vs VMVAX |
Other Mutual Funds from Victory
The 10 most viewed Victory mutual funds shown here include USNQX, USSPX, CBYYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Large Cap Growth Equities | 74 | 21.54% | — | Oct 2000 | VEVRX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 72 | 11.92% | — | May 1996 | VEVRX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 2.27% | — | Jan 2023 | VEVRX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 24 | 9.53% | — | Oct 1981 | VEVRX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 23 | 0.85% | — | Aug 1984 | VEVRX vs USAGX | |
| USAA Growth Fund | Large Cap Growth Equities | 18 | 4.85% | — | Apr 1971 | VEVRX vs USAAX | |
| Victory Global Energy Transition Fund | Energy Equities | 97 | 38.76% | — | Nov 1995 | VEVRX vs RSNRX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 71 | 8.95% | — | Aug 1984 | VEVRX vs USCRX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 84 | 6.70% | — | Jan 1989 | VEVRX vs USBLX | |
| USAA High Income Fund | High Yield Bonds | 79 | 1.40% | — | Aug 1999 | VEVRX vs USHYX |
Often Compared With VEVRX
Investors most often compare VEVRX with DALCX, JDMNX, JPPEX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare VEVRX with Any Fund or Stock
Compare VEVRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VEVRX with funds that move differently
Victory Sycamore Established Value Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VEVRX.
Explore VEVRX Diversifiers