Virtus KAR Small-Mid Cap Core Fund (VKSIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to VKSIX
VKSIX charges 1.02% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among VKSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | VKSIX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | VKSIX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | VKSIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | VKSIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | VKSIX vs VMGMX |
Best Risk-Adjusted Alternatives to VKSIX
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 | VKSIX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | VKSIX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | VKSIX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | VKSIX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | VKSIX vs BFGIX |
Top Performing VKSIX Alternatives (YTD)
VKSIX 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 | VKSIX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | VKSIX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | VKSIX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | VKSIX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | VKSIX vs NEEGX |
Lowest Volatility Alternatives to VKSIX
VKSIX 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% | — | VKSIX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | VKSIX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | VKSIX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | VKSIX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | VKSIX vs VSNGX |
Lowest Drawdown Alternatives to VKSIX
VKSIX 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 | VKSIX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | VKSIX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | VKSIX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | VKSIX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | VKSIX 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 | VKSIX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 94 | -0.19% | Feb 28, 2006 | VKSIX vs SAMBX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | -6.62% | Jun 22, 2009 | VKSIX vs VIMCX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -12.20% | Jun 28, 2006 | VKSIX vs PXSGX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 3 | -16.13% | Oct 16, 1995 | VKSIX vs PSTAX | |
| The Merger Fund | Event Driven | 99 | 0.46% | Jan 30, 1989 | VKSIX vs MERFX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 23 | -14.37% | Jun 9, 1992 | VKSIX vs STCIX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 11 | 2.88% | Mar 1, 1995 | VKSIX vs PHRAX | |
| Virtus KAR International Small-Mid Cap Fund | Foreign Small & Mid Cap Equities | 3 | -8.80% | Sep 4, 2012 | VKSIX vs VIISX | |
| Virtus Duff & Phelps Select MLP and Energy Fund | Energy Equities | 65 | 22.56% | Sep 8, 2015 | VKSIX vs VLPIX |
Often Compared With VKSIX
What investors most often compare with VKSIX, 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.