Virtus KAR Small-Mid Cap Value Fund (VKSFX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VKSFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VKSFX
VKSFX charges 0.94% annually. There are 67 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | VKSFX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | VKSFX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | VKSFX vs FSMAX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.75B | Dec 2017 | VKSFX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | VKSFX vs VEMPX |
Best Risk-Adjusted Alternatives to VKSFX
VKSFX has a PortfoliosLab risk / return rank of 2. There are 123 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 91 | — | Jan 2005 | VKSFX vs PFSLX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 81 | — | Aug 2013 | VKSFX vs FZAMX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | VKSFX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class I | 79 | — | Aug 2004 | VKSFX vs FIIMX | |
| Vanguard Strategic Equity Fund | 79 | 11.50B | Aug 1995 | VKSFX vs VSEQX |
Top Performing VKSFX Alternatives (YTD)
VKSFX is at -1.50% YTD. There are 124 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 42.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 42.66% | — | Jan 2005 | VKSFX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 34.60% | — | Aug 2015 | VKSFX vs FZFLX | |
| Hodges Fund | 29.12% | — | Oct 1992 | VKSFX vs HDPMX | |
| 13D Activist Fund | 26.16% | — | Dec 2011 | VKSFX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.30% | — | Aug 2013 | VKSFX vs FZAMX |
Lowest Volatility Alternatives to VKSFX
VKSFX has 14.40% 1-year volatility. There are 30 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.83% | — | Dec 2002 | VKSFX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.82% | — | Jul 1999 | VKSFX vs TLVAX | |
| Boston Trust Midcap Fund | 11.90% | — | — | VKSFX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 12.02% | — | Aug 2011 | VKSFX vs WAMFX | |
| Victory RS Investors Fund | 12.09% | — | Nov 2005 | VKSFX vs RSINX |
Lowest Drawdown Alternatives to VKSFX
VKSFX has a 1-year max drawdown of -11.36%. There are 96 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | VKSFX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | VKSFX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | VKSFX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | VKSFX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | VKSFX vs DNLDX |
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 | 43 | 32.28% | — | Oct 2019 | VKSFX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.29% | — | Feb 2006 | VKSFX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -8.01% | — | Mar 2018 | VKSFX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 6 | 5.88% | — | Oct 1996 | VKSFX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 5 | 2.38% | — | Oct 1995 | VKSFX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | -1.53% | — | Jun 2009 | VKSFX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.39% | — | Jan 1989 | VKSFX vs MERFX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 4 | -0.25% | — | Sep 1940 | VKSFX vs NAINX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 23 | 17.09% | — | Mar 1995 | VKSFX vs PHRAX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -8.03% | — | Jun 2006 | VKSFX vs PXSGX |
Often Compared With VKSFX
Investors most often compare VKSFX with SPY, VUG, STCIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare VKSFX with Any Fund or Stock
Compare VKSFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VKSFX with funds that move differently
Virtus KAR Small-Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VKSFX.
Explore VKSFX Diversifiers