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 a closer substitute for your current allocation.
Cheapest Alternatives to PXQSX
PXQSX charges 0.96% annually. There are 54 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | PXQSX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | PXQSX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | PXQSX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | PXQSX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | PXQSX vs VISGX |
Best Risk-Adjusted Alternatives to PXQSX
PXQSX has a PortfoliosLab risk / return rank of 11. There are 144 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 93 | — | Nov 2015 | PXQSX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 87 | — | Dec 2016 | PXQSX vs NESIX | |
| Needham Small Cap Growth Fund | 86 | — | May 2002 | PXQSX vs NESGX | |
| North Square Spectrum Alpha Fund | 85 | — | Jan 1994 | PXQSX vs ORIGX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | PXQSX vs DMCRX |
Top Performing PXQSX Alternatives (YTD)
PXQSX is at 10.39% YTD. There are 137 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 60.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 60.02% | — | Dec 2016 | PXQSX vs NESIX | |
| Needham Small Cap Growth Fund | 59.43% | — | May 2002 | PXQSX vs NESGX | |
| Oberweis Micro-Cap Fund Investor Class | 40.02% | — | Jan 1996 | PXQSX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 36.79% | — | Dec 2016 | PXQSX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 36.48% | — | Sep 2001 | PXQSX vs NEAGX |
Lowest Volatility Alternatives to PXQSX
PXQSX has 16.99% 1-year volatility. There are 11 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.53% | — | Nov 1995 | PXQSX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.27% | — | Jul 2011 | PXQSX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.26% | — | Jan 1997 | PXQSX vs ETEGX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.28% | — | Jul 1999 | PXQSX vs NBGIX | |
| Neuberger Berman Genesis Fund | 16.28% | — | Sep 1988 | PXQSX vs NBGNX |
Lowest Drawdown Alternatives to PXQSX
PXQSX has a 1-year max drawdown of -13.25%. There are 66 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | PXQSX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | PXQSX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | PXQSX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | PXQSX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | PXQSX vs SGPIX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include ASFYX, AIO, SAMBX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | Systematic Trend | 63 | 9.56% | — | Jul 2010 | PXQSX vs ASFYX | |
| Virtus Artificial Intelligence & Technology Opport... | Artificial Intelligence, Technology Equities | 28 | 25.71% | — | Oct 2019 | PXQSX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.89% | — | Feb 2006 | PXQSX vs SAMBX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 11 | 9.04% | — | Oct 1996 | PXQSX vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -2.74% | — | Mar 2018 | PXQSX vs VKSIX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 6 | 3.13% | — | Oct 1995 | PXQSX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 5 | 2.37% | — | Jun 2009 | PXQSX vs VIMCX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 33 | 13.38% | — | Dec 2010 | PXQSX vs EDF | |
| The Merger Fund | Event Driven | 97 | 1.74% | — | Jan 1989 | PXQSX vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | 0.52% | — | Jun 2006 | PXQSX vs PXSGX |
Often Compared With PXQSX
Investors most often compare PXQSX with BIASX, FSSNX, BDFIX. These 20 comparison targets span 3 categories, 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.
Pair PXQSX with funds that move differently
Virtus KAR Small-Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PXQSX.
Explore PXQSX Diversifiers