Victory Sycamore Small Company Opportunity Fund Class R6 (VSORX) belongs to the Small 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 VSORX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VSORX
VSORX charges 0.85% annually. There are 59 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | VSORX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | VSORX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | VSORX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | VSORX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | VSORX vs TISBX |
Best Risk-Adjusted Alternatives to VSORX
VSORX has a PortfoliosLab risk / return rank of 59. There are 122 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | VSORX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | VSORX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | VSORX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 91 | — | Dec 1997 | VSORX vs IPSIX | |
| Auer Growth Fund | 91 | — | Dec 2007 | VSORX vs AUERX |
Top Performing VSORX Alternatives (YTD)
VSORX is at 19.06% YTD. There are 91 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 33.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 33.64% | — | Dec 2007 | VSORX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.48% | — | Dec 1991 | VSORX vs RYOTX | |
| River Oak Discovery Fund | 29.08% | — | Jun 2005 | VSORX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 28.50% | — | Apr 1997 | VSORX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.31% | — | Apr 1997 | VSORX vs WESCX |
Lowest Volatility Alternatives to VSORX
VSORX has 17.00% 1-year volatility. There are 37 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.40% | — | Feb 2017 | VSORX vs CSMDX | |
| DFA International Small Company Portfolio | 14.45% | 16.04B | Sep 1996 | VSORX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | VSORX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.90% | — | Sep 2011 | VSORX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.92% | — | Sep 2011 | VSORX vs FTHNX |
Lowest Drawdown Alternatives to VSORX
VSORX has a 1-year max drawdown of -11.00%. There are 116 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | VSORX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | VSORX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | VSORX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | VSORX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | VSORX vs SSCDX |
Other Mutual Funds from Victory
The 10 most viewed Victory mutual funds shown here include USNQX, USSPX, CBYYX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Nasdaq-100, Large Cap Growth Equities | 38 | 11.42% | — | Oct 2000 | VSORX vs USNQX | |
| Victory 500 Index Fund Member Shares | Large Cap Blend Equities | 59 | 9.34% | — | May 1996 | VSORX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 4.19% | — | Jan 2023 | VSORX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 10 | 1.29% | — | Oct 1981 | VSORX vs USAUX | |
| Victory Global Energy Transition Fund | Energy Equities | 96 | 27.93% | — | Nov 1995 | VSORX vs RSNRX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 32 | -10.35% | — | Aug 1984 | VSORX vs USAGX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 78 | 5.25% | — | Jan 1989 | VSORX vs USBLX | |
| USAA Growth Fund | Large Cap Growth Equities | 7 | -2.61% | — | Apr 1971 | VSORX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 79 | 8.69% | — | Aug 1984 | VSORX vs USCRX | |
| USAA High Income Fund | High Yield Bonds | 78 | 1.66% | — | Aug 1999 | VSORX vs USHYX |
Often Compared With VSORX
Investors most often compare VSORX with NINLX, HASCX, HDPSX. These 10 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 84 | 19.29% | — | May 2010 | VSORX vs NINLX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 81 | 27.65% | — | Dec 2001 | VSORX vs HASCX | |
| Hodges Small Cap Fund | Small Cap Blend Equities | 72 | 27.34% | — | Dec 2007 | VSORX vs HDPSX | |
| Brown Advisory Small-Cap Fundamental Value Fund | Small Cap Blend Equities | 81 | 21.68% | — | Dec 2008 | VSORX vs BIAUX | |
| DWS Small Cap Core Fund | Small Cap Blend Equities | 26 | 10.96% | — | Jul 2000 | VSORX vs SSLCX | |
| Vanguard Small-Cap Index Fund Admiral Shares | Small Cap Blend Equities | 66 | 15.44% | 188.20B | Nov 2000 | VSORX vs VSMAX | |
| MainStay WMC Small Companies Fund | Small Cap Blend Equities | 90 | 25.97% | — | Jan 1987 | VSORX vs MOPIX | |
| Boston Trust Small Cap Fund | Small Cap Blend Equities | 27 | 13.51% | — | — | VSORX vs BOSOX | |
| USAA Science & Technology Fund | Technology Equities | 30 | 13.59% | — | Jul 1997 | VSORX vs USSCX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | Small Cap Blend Equities | 44 | 22.38% | — | Dec 2018 | VSORX vs FTMSX |
Compare VSORX with Any Fund or Stock
Compare VSORX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VSORX with funds that move differently
Victory Sycamore Small Company Opportunity Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VSORX.
Explore VSORX Diversifiers