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 157 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 86 | 31.20B | Aug 1995 | VKSIX vs VHCOX | |
| Needham Growth Fund Institutional Class | 80 | — | Dec 2016 | VKSIX vs NEEIX | |
| Timothy Plan Aggressive Growth Fund | 79 | — | Oct 2000 | VKSIX vs TAAGX | |
| Needham Growth Fund | 79 | — | Jan 1996 | VKSIX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 77 | — | Nov 2004 | VKSIX vs POAGX |
Top Performing VKSIX Alternatives (YTD)
VKSIX is at -3.82% YTD. There are 151 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 44.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 44.25% | — | Dec 2016 | VKSIX vs NEEIX | |
| Needham Growth Fund | 43.95% | — | Jan 1996 | VKSIX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 36.38% | — | May 2007 | VKSIX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 28.94% | — | Oct 2000 | VKSIX vs TAAGX | |
| Kinetics Paradigm Fund | 24.23% | — | Dec 1999 | VKSIX vs WWNPX |
Lowest Volatility Alternatives to VKSIX
VKSIX has 15.96% 1-year volatility. There are 33 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.71% | — | May 2021 | VKSIX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.31% | — | May 2010 | VKSIX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.71% | — | Dec 1996 | VKSIX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | VKSIX vs VLIFX | |
| Sparrow Growth Fund | 13.54% | — | Oct 1998 | VKSIX vs SGFFX |
Lowest Drawdown Alternatives to VKSIX
VKSIX has a 1-year max drawdown of -16.70%. There are 125 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 | |
| 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 | |
| Timothy Plan Aggressive Growth Fund | -9.26% | — | Oct 2000 | VKSIX vs TAAGX |
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 | 39 | 28.12% | — | Oct 2019 | VKSIX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 3.03% | — | Feb 2006 | VKSIX vs SAMBX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 7 | 8.08% | — | Oct 1996 | VKSIX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 6 | 4.40% | — | Oct 1995 | VKSIX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | 0.99% | — | Jun 2009 | VKSIX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.57% | — | Jan 1989 | VKSIX vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -2.14% | — | Jun 2006 | VKSIX vs PXSGX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 50 | 15.12% | — | Dec 2010 | VKSIX vs EDF | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 4 | 1.31% | — | Sep 1940 | VKSIX vs NAINX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 45 | 18.79% | — | Mar 1995 | VKSIX vs PHRAX |
Often Compared With VKSIX
Investors most often compare VKSIX with POLIX, VBK, VXF. These 20 comparison targets span 12 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