Virtus KAR Small-Cap Value Fund (PXQSX) Alternatives
Virtus KAR Small-Cap Value Fund (PXQSX) belongs to the Small 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 PXQSX. 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 PXQSX
PXQSX charges 0.96% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among PXQSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | PXQSX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | PXQSX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | PXQSX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | PXQSX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | PXQSX vs VISGX |
Best Risk-Adjusted Alternatives to PXQSX
Among mutual funds in the Small 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 | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund | 93 | Sep 4, 2001 | PXQSX vs NEAGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | Dec 30, 2016 | PXQSX vs NEAIX | |
| Driehaus Micro Cap Growth Fund | 91 | Nov 18, 2013 | PXQSX vs DMCRX | |
| Oberweis Micro Cap Fund | 90 | Dec 29, 1995 | PXQSX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 89 | Jan 2, 2003 | PXQSX vs HRSMX |
Top Performing PXQSX Alternatives (YTD)
PXQSX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 31.31% | Mar 20, 2000 | PXQSX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 31.23% | Dec 31, 2001 | PXQSX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 15.52% | Dec 30, 2016 | PXQSX vs NESIX | |
| Needham Small Cap Growth Fund | 15.34% | May 22, 2002 | PXQSX vs NESGX | |
| Oberweis Micro Cap Fund | 13.51% | Dec 29, 1995 | PXQSX vs OBMCX |
Lowest Volatility Alternatives to PXQSX
PXQSX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.50% | Nov 6, 1995 | PXQSX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | PXQSX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | PXQSX vs ETEGX | |
| Value Line Small Cap Opportunities Fund | 19.69% | Jun 23, 1993 | PXQSX vs VLEOX | |
| Nicholas Limited Edition Fund | 19.73% | May 18, 1987 | PXQSX vs NCLEX |
Lowest Drawdown Alternatives to PXQSX
PXQSX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | PXQSX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | PXQSX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | PXQSX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | PXQSX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | PXQSX vs CTSIX |
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 | 44 | 2.49% | Oct 29, 2019 | PXQSX vs AIO | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 10 | 1.54% | Oct 18, 1996 | PXQSX vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 2 | -6.61% | Mar 7, 2018 | PXQSX vs VKSIX | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 93 | -0.19% | Feb 28, 2006 | PXQSX vs SAMBX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 5 | -3.88% | Jun 22, 2009 | PXQSX vs VIMCX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -9.88% | Jun 28, 2006 | PXQSX vs PXSGX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 5 | -12.69% | Oct 16, 1995 | PXQSX vs PSTAX | |
| The Merger Fund | Event Driven | 99 | 0.70% | Jan 30, 1989 | PXQSX vs MERFX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 33 | -10.95% | Jun 9, 1992 | PXQSX vs STCIX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 11 | 4.52% | Mar 1, 1995 | PXQSX vs PHRAX |
Often Compared With PXQSX
What investors most often compare with PXQSX, based on PortfoliosLab usage data.
Compare PXQSX with Any Fund or Stock
Compare PXQSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.