Virtus KAR Capital Growth Fund (PSTAX) belongs to the Large 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 PSTAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PSTAX
PSTAX charges 1.20% annually. There are 349 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | PSTAX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | PSTAX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | PSTAX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | PSTAX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | PSTAX vs VIGAX |
Best Risk-Adjusted Alternatives to PSTAX
PSTAX has a PortfoliosLab risk / return rank of 5. There are 372 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | PSTAX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | PSTAX vs POGRX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | PSTAX vs CHAIX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 31.20B | Nov 2001 | PSTAX vs VHCAX | |
| Chase Growth Fund | 86 | — | Dec 1997 | PSTAX vs CHASX |
Top Performing PSTAX Alternatives (YTD)
PSTAX is at 2.38% YTD. There are 259 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 58.60%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 58.60% | — | Mar 2020 | PSTAX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.11% | — | Feb 2004 | PSTAX vs RYGRX | |
| ICON Equity Fund | 28.62% | — | Oct 2002 | PSTAX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.11% | — | Feb 2017 | PSTAX vs FUMIX | |
| Fidelity Focused Stock Fund | 27.93% | — | Nov 1996 | PSTAX vs FTQGX |
Lowest Volatility Alternatives to PSTAX
PSTAX has 18.58% 1-year volatility. There are 322 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.40% | — | Sep 2019 | PSTAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.64% | — | Jan 2005 | PSTAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.83% | — | Dec 2015 | PSTAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | PSTAX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.47% | — | Jan 1991 | PSTAX vs BLUEX |
Lowest Drawdown Alternatives to PSTAX
PSTAX has a 1-year max drawdown of -19.58%. There are 376 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | PSTAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | PSTAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | PSTAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | PSTAX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | PSTAX vs DNVYX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 43 | 32.28% | — | Oct 2019 | PSTAX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.29% | — | Feb 2006 | PSTAX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -8.01% | — | Mar 2018 | PSTAX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 6 | 5.88% | — | Oct 1996 | PSTAX vs PKSFX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | -1.53% | — | Jun 2009 | PSTAX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.39% | — | Jan 1989 | PSTAX vs MERFX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 4 | -0.25% | — | Sep 1940 | PSTAX vs NAINX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 23 | 17.09% | — | Mar 1995 | PSTAX vs PHRAX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -8.03% | — | Jun 2006 | PSTAX vs PXSGX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 54 | 18.84% | — | Dec 2010 | PSTAX vs EDF |
Often Compared With PSTAX
Investors most often compare PSTAX with SLMCX, STCIX, AMAGX. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare PSTAX with Any Fund or Stock
Compare PSTAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PSTAX with funds that move differently
Virtus KAR Capital Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PSTAX.
Explore PSTAX Diversifiers