Virtus KAR Mid-Cap Core Fund (VIMCX) 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 VIMCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VIMCX
VIMCX charges 0.95% annually. There are 79 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 | VIMCX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | VIMCX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | VIMCX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | VIMCX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 32.20B | Sep 2011 | VIMCX vs VMGMX |
Best Risk-Adjusted Alternatives to VIMCX
VIMCX has a PortfoliosLab risk / return rank of 2. There are 144 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 92 | — | Dec 2016 | VIMCX vs NEEIX | |
| Needham Growth Fund | 92 | — | Jan 1996 | VIMCX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 90 | 27.60B | Aug 1995 | VIMCX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 88 | — | Oct 2000 | VIMCX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 81 | — | Nov 2004 | VIMCX vs POAGX |
Top Performing VIMCX Alternatives (YTD)
VIMCX is at -0.89% YTD. There are 141 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 59.32%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 59.32% | — | Dec 2016 | VIMCX vs NEEIX | |
| Needham Growth Fund | 59.15% | — | Jan 1996 | VIMCX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 37.12% | — | Oct 2000 | VIMCX vs TAAGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 36.21% | — | May 2007 | VIMCX vs LSHAX | |
| Essex Environmental Opportunities Fund | 30.84% | — | Sep 2017 | VIMCX vs EEOFX |
Lowest Volatility Alternatives to VIMCX
VIMCX has 15.68% 1-year volatility. There are 40 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.31%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.31% | — | May 2013 | VIMCX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.60% | — | May 2021 | VIMCX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.19% | — | May 2010 | VIMCX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.38% | — | Dec 1996 | VIMCX vs VSNGX | |
| Sparrow Growth Fund | 12.96% | — | Oct 1998 | VIMCX vs SGFFX |
Lowest Drawdown Alternatives to VIMCX
VIMCX has a 1-year max drawdown of -12.14%. There are 54 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 | VIMCX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | VIMCX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | VIMCX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | VIMCX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | VIMCX 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 | 31 | 29.97% | — | Oct 2019 | VIMCX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 96 | 2.55% | — | Feb 2006 | VIMCX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -7.13% | — | Mar 2018 | VIMCX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 4 | 2.63% | — | Oct 1996 | VIMCX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 7 | 6.52% | — | Oct 1995 | VIMCX vs PSTAX | |
| The Merger Fund | Event Driven | 96 | 0.93% | — | Jan 1989 | VIMCX vs MERFX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 13 | 11.75% | — | Mar 1995 | VIMCX vs PHRAX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 4 | 1.08% | — | Sep 1940 | VIMCX vs NAINX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -9.83% | — | Jun 2006 | VIMCX vs PXSGX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 23 | 4.79% | — | Jun 1992 | VIMCX vs STCIX |
Often Compared With VIMCX
Investors most often compare VIMCX with VLIFX, JANEX, ARGFX. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare VIMCX with Any Fund or Stock
Compare VIMCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VIMCX with funds that move differently
Virtus KAR Mid-Cap Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VIMCX.
Explore VIMCX Diversifiers