Virtus KAR Small-Mid Cap Growth Fund (VIKSX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VIKSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VIKSX
VIKSX charges 1.06% annually. There are 110 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | VIKSX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | VIKSX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | VIKSX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | VIKSX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | VIKSX vs VMFGX |
Best Risk-Adjusted Alternatives to VIKSX
VIKSX has a PortfoliosLab risk / return rank of 1. There are 152 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 93 | — | Dec 2016 | VIKSX vs NEEIX | |
| Needham Growth Fund | 93 | — | Jan 1996 | VIKSX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 92 | 31.20B | Aug 1995 | VIKSX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 92 | — | Oct 2000 | VIKSX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 86 | — | Nov 2004 | VIKSX vs POAGX |
Top Performing VIKSX Alternatives (YTD)
VIKSX is at -3.03% YTD. There are 148 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 65.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 65.52% | — | Dec 2016 | VIKSX vs NEEIX | |
| Needham Growth Fund | 65.21% | — | Jan 1996 | VIKSX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 42.04% | — | Oct 2000 | VIKSX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 30.42% | — | Jul 2019 | VIKSX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 28.52% | — | Nov 2000 | VIKSX vs OEGYX |
Lowest Volatility Alternatives to VIKSX
VIKSX has 16.57% 1-year volatility. There are 42 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.10%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.10% | — | May 2013 | VIKSX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.14% | — | May 2021 | VIKSX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | VIKSX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | VIKSX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.31% | — | — | VIKSX vs RIPIX |
Lowest Drawdown Alternatives to VIKSX
VIKSX has a 1-year max drawdown of -21.39%. There are 149 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | VIKSX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | VIKSX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | VIKSX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | VIKSX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | VIKSX vs SECUX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 48 | 32.52% | — | Oct 2019 | VIKSX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.42% | — | Feb 2006 | VIKSX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -7.39% | — | Mar 2018 | VIKSX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 6.08% | — | Oct 1996 | VIKSX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 7 | 4.90% | — | Oct 1995 | VIKSX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 3 | -0.23% | — | Jun 2009 | VIKSX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.33% | — | Jan 1989 | VIKSX vs MERFX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 0.89% | — | Sep 1940 | VIKSX vs NAINX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 22 | 15.62% | — | Mar 1995 | VIKSX vs PHRAX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -8.38% | — | Jun 2006 | VIKSX vs PXSGX |
Often Compared With VIKSX
Investors most often compare VIKSX with ^GSPC, VIISX, BFGIX. These 19 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare VIKSX with Any Fund or Stock
Compare VIKSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VIKSX with funds that move differently
Virtus KAR Small-Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VIKSX.
Explore VIKSX Diversifiers