Virtus KAR Small-Cap Growth Fund (PXSGX) 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 PXSGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PXSGX
PXSGX charges 1.07% annually. There are 83 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 | PXSGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | PXSGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | PXSGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | PXSGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | PXSGX vs VISGX |
Best Risk-Adjusted Alternatives to PXSGX
PXSGX has a PortfoliosLab risk / return rank of 1. There are 166 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | PXSGX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 83 | — | Dec 2016 | PXSGX vs NESIX | |
| Needham Small Cap Growth Fund | 82 | — | May 2002 | PXSGX vs NESGX | |
| North Square Spectrum Alpha Fund | 79 | — | Jan 1994 | PXSGX vs ORIGX | |
| Driehaus Micro Cap Growth Fund | 77 | — | Nov 2013 | PXSGX vs DMCRX |
Top Performing PXSGX Alternatives (YTD)
PXSGX is at -1.56% YTD. There are 164 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 56.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 56.00% | — | Dec 2016 | PXSGX vs NESIX | |
| Needham Small Cap Growth Fund | 55.46% | — | May 2002 | PXSGX vs NESGX | |
| Oberweis Micro Cap Fund | 35.75% | — | Dec 1995 | PXSGX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 33.50% | — | Dec 2016 | PXSGX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 33.20% | — | Sep 2001 | PXSGX vs NEAGX |
Lowest Volatility Alternatives to PXSGX
PXSGX has 19.16% 1-year volatility. There are 42 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.57% | — | Nov 1995 | PXSGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.38% | — | Jul 2011 | PXSGX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | PXSGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | PXSGX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.33% | — | Jan 1997 | PXSGX vs ETEGX |
Lowest Drawdown Alternatives to PXSGX
PXSGX has a 1-year max drawdown of -26.52%. There are 159 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 | PXSGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | PXSGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | PXSGX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | PXSGX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | PXSGX vs SGPIX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include ASFYX, AIO, SAMBX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | Systematic Trend | 67 | 10.47% | — | Jul 2010 | PXSGX vs ASFYX | |
| Virtus Artificial Intelligence & Technology Opport... | Artificial Intelligence, Technology Equities | 25 | 22.73% | — | Oct 2019 | PXSGX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.89% | — | Feb 2006 | PXSGX vs SAMBX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 7.13% | — | Oct 1996 | PXSGX vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -4.34% | — | Mar 2018 | PXSGX vs VKSIX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 5 | 1.26% | — | Oct 1995 | PXSGX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | 0.96% | — | Jun 2009 | PXSGX vs VIMCX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 37 | 13.59% | — | Dec 2010 | PXSGX vs EDF | |
| The Merger Fund | Event Driven | 97 | 1.74% | — | Jan 1989 | PXSGX vs MERFX | |
| The Merger Fund Class I | Event Driven | 98 | 1.88% | — | Aug 2013 | PXSGX vs MERIX |
Often Compared With PXSGX
Investors most often compare PXSGX with PNSAX, AVUV, FSMAX. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare PXSGX with Any Fund or Stock
Compare PXSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PXSGX with funds that move differently
Virtus KAR Small-Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PXSGX.
Explore PXSGX Diversifiers