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% | 45.50B | May 2000 | PXQSX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | 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 4. There are 153 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | PXQSX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | PXQSX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | PXQSX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | PXQSX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | PXQSX vs NEAIX |
Top Performing PXQSX Alternatives (YTD)
PXQSX is at 6.95% YTD. There are 146 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 69.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 69.74% | — | Dec 2016 | PXQSX vs NESIX | |
| Needham Small Cap Growth Fund | 69.18% | — | May 2002 | PXQSX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | PXQSX vs NEAIX | |
| Needham Aggressive Growth Fund | 49.38% | — | Sep 2001 | PXQSX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | PXQSX vs OBMCX |
Lowest Volatility Alternatives to PXQSX
PXQSX has 16.85% 1-year volatility. There are 10 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | PXQSX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | PXQSX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | PXQSX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | PXQSX vs NBGNX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | PXQSX vs ETMGX |
Lowest Drawdown Alternatives to PXQSX
PXQSX has a 1-year max drawdown of -13.25%. There are 76 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 2500 Fund | -8.60% | — | Nov 1995 | PXQSX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | PXQSX vs RFIMX |
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 | 34 | 26.53% | — | Oct 2019 | PXQSX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 3.03% | — | Feb 2006 | PXQSX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -4.29% | — | Mar 2018 | PXQSX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 6 | 8.22% | — | Oct 1996 | PXQSX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 6 | 5.81% | — | Oct 1995 | PXQSX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | 0.98% | — | Jun 2009 | PXQSX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.51% | — | Jan 1989 | PXQSX vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -2.25% | — | Jun 2006 | PXQSX vs PXSGX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 57 | 17.95% | — | Dec 2010 | PXQSX vs EDF | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 4 | 1.93% | — | Sep 1940 | PXQSX vs NAINX |
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