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 58 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 Shares | 0.03% | 182.70B | Jul 1997 | VSORX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | VSORX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | VSORX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | VSORX vs VSMAX |
Best Risk-Adjusted Alternatives to VSORX
VSORX has a PortfoliosLab risk / return rank of 41. There are 131 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | VSORX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | VSORX vs WESCX | |
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | VSORX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | VSORX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | VSORX vs GQSCX |
Top Performing VSORX Alternatives (YTD)
VSORX is at 18.59% YTD. There are 109 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.09%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.09% | — | Dec 1991 | VSORX vs RYOTX | |
| Paradigm Micro-cap Fund | 39.35% | — | Dec 2007 | VSORX vs PVIVX | |
| River Oak Discovery Fund | 33.08% | — | Jun 2005 | VSORX vs RIVSX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.96% | — | Dec 2018 | VSORX vs FTMSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | VSORX vs WWSIX |
Lowest Volatility Alternatives to VSORX
VSORX has 17.16% 1-year volatility. There are 35 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | VSORX vs HFCGX | |
| DFA International Small Company Portfolio | 14.30% | 15.72B | Sep 1996 | VSORX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | VSORX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | VSORX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | VSORX vs BOSOX |
Lowest Drawdown Alternatives to VSORX
VSORX has a 1-year max drawdown of -11.00%. There are 114 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% | 2.90B | Apr 2006 | VSORX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | VSORX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | VSORX vs BIAUX |
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 | 56 | 17.89% | — | Oct 2000 | VSORX vs USNQX | |
| Victory 500 Index Fund Member Shares | Large Cap Blend Equities | 63 | 11.04% | — | May 1996 | VSORX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 3.55% | — | Jan 2023 | VSORX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 14 | 5.96% | — | Oct 1981 | VSORX vs USAUX | |
| Victory Global Energy Transition Fund | Energy Equities | 94 | 27.69% | — | Nov 1995 | VSORX vs RSNRX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 22 | -11.85% | — | Aug 1984 | VSORX vs USAGX | |
| USAA Growth Fund | Large Cap Growth Equities | 9 | 1.06% | — | Apr 1971 | VSORX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 73 | 8.76% | — | Aug 1984 | VSORX vs USCRX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 83 | 6.73% | — | Jan 1989 | VSORX vs USBLX | |
| USAA Science & Technology Fund | Technology Equities | 42 | 22.10% | — | Jul 1997 | VSORX vs USSCX |
Often Compared With VSORX
Investors most often compare VSORX with NINLX, AUERX, HASCX. These 8 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 | 23.25% | — | May 2010 | VSORX vs NINLX | |
| Auer Growth Fund | Small Cap Blend Equities | 86 | 13.39% | — | Dec 2007 | VSORX vs AUERX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 73 | 28.99% | — | Dec 2001 | VSORX vs HASCX | |
| Hodges Small Cap Fund | Small Cap Blend Equities | 66 | 29.28% | — | Dec 2007 | VSORX vs HDPSX | |
| USAA High Income Fund | High Yield Bonds | 76 | 1.70% | — | Aug 1999 | VSORX vs USHYX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 69 | 21.32% | — | Oct 2002 | VSORX vs TISBX | |
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 66 | 18.73% | — | Mar 2015 | VSORX vs SSCDX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | Small Cap Blend Equities | 60 | 14.90% | — | Sep 2011 | VSORX vs FTHSX |
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