Virtus KAR Mid-Cap Core Fund (VIMCX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to VIMCX
VIMCX charges 0.95% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among VIMCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | VIMCX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | VIMCX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | VIMCX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | VIMCX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | VIMCX vs VMGMX |
Best Risk-Adjusted Alternatives to VIMCX
Among mutual funds in the Mid Cap Growth 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 | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | VIMCX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | VIMCX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | VIMCX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | VIMCX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | VIMCX vs BFGIX |
Top Performing VIMCX Alternatives (YTD)
VIMCX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | VIMCX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | VIMCX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | VIMCX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | VIMCX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | VIMCX vs NEEGX |
Lowest Volatility Alternatives to VIMCX
VIMCX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | VIMCX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | VIMCX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | VIMCX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | VIMCX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | VIMCX vs VSNGX |
Lowest Drawdown Alternatives to VIMCX
VIMCX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | VIMCX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | VIMCX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | VIMCX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | VIMCX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | VIMCX vs VLEQX |
Other Mutual Funds from Virtus
Most popular Virtus mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 38 | 0.42% | Oct 29, 2019 | VIMCX vs AIO | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -8.94% | Mar 7, 2018 | VIMCX vs VKSIX | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 94 | -0.19% | Feb 28, 2006 | VIMCX vs SAMBX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -12.20% | Jun 28, 2006 | VIMCX vs PXSGX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 3 | -16.13% | Oct 16, 1995 | VIMCX vs PSTAX | |
| The Merger Fund | Event Driven | 99 | 0.46% | Jan 30, 1989 | VIMCX vs MERFX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 23 | -14.37% | Jun 9, 1992 | VIMCX vs STCIX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 11 | 2.88% | Mar 1, 1995 | VIMCX vs PHRAX | |
| Virtus KAR International Small-Mid Cap Fund | Foreign Small & Mid Cap Equities | 3 | -8.80% | Sep 4, 2012 | VIMCX vs VIISX | |
| Virtus Duff & Phelps Select MLP and Energy Fund | Energy Equities | 65 | 22.56% | Sep 8, 2015 | VIMCX vs VLPIX |
Often Compared With VIMCX
What investors most often compare with VIMCX, 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.