Virtus KAR Small-Mid Cap Core Fund (VKSIX) 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 VKSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VKSIX
VKSIX charges 1.02% annually. There are 97 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 | VKSIX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | VKSIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | VKSIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | VKSIX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | VKSIX vs VMFGX |
Best Risk-Adjusted Alternatives to VKSIX
VKSIX has a PortfoliosLab risk / return rank of 1. There are 159 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 | VKSIX vs NEEIX | |
| Needham Growth Fund | 90 | — | Jan 1996 | VKSIX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 88 | 31.20B | Aug 1995 | VKSIX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 87 | — | Oct 2000 | VKSIX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | VKSIX vs POAGX |
Top Performing VKSIX Alternatives (YTD)
VKSIX is at -8.01% YTD. There are 155 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 57.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 57.27% | — | Dec 2016 | VKSIX vs NEEIX | |
| Needham Growth Fund | 56.96% | — | Jan 1996 | VKSIX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 36.47% | — | Oct 2000 | VKSIX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 26.92% | — | Jul 2019 | VKSIX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 24.92% | — | Nov 2000 | VKSIX vs OEGYX |
Lowest Volatility Alternatives to VKSIX
VKSIX has 15.82% 1-year volatility. There are 34 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 | VKSIX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.11% | — | May 2021 | VKSIX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | VKSIX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | VKSIX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.32% | — | — | VKSIX vs RIPIX |
Lowest Drawdown Alternatives to VKSIX
VKSIX has a 1-year max drawdown of -16.70%. There are 126 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 | VKSIX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | VKSIX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | VKSIX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | VKSIX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | VKSIX vs SECUX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, PKSFX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 43 | 32.28% | — | Oct 2019 | VKSIX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.29% | — | Feb 2006 | VKSIX vs SAMBX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 6 | 5.88% | — | Oct 1996 | VKSIX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 5 | 2.38% | — | Oct 1995 | VKSIX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | -1.53% | — | Jun 2009 | VKSIX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.39% | — | Jan 1989 | VKSIX vs MERFX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 4 | -0.25% | — | Sep 1940 | VKSIX vs NAINX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 23 | 17.09% | — | Mar 1995 | VKSIX vs PHRAX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -8.03% | — | Jun 2006 | VKSIX vs PXSGX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 54 | 18.84% | — | Dec 2010 | VKSIX vs EDF |
Often Compared With VKSIX
Investors most often compare VKSIX with POLIX, VBK, BRK-B. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare VKSIX with Any Fund or Stock
Compare VKSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VKSIX with funds that move differently
Virtus KAR Small-Mid Cap Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VKSIX.
Explore VKSIX Diversifiers