ALMRX vs. PKSFX
Compare and contrast key facts about Alger MidCap Growth Institutional Fund (ALMRX) and Virtus KAR Small-Cap Core Fund (PKSFX).
ALMRX is managed by Alger. It was launched on Nov 8, 1993. PKSFX is managed by Virtus. It was launched on Oct 18, 1996.
Performance
ALMRX vs. PKSFX - Performance Comparison
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ALMRX vs. PKSFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ALMRX Alger MidCap Growth Institutional Fund | -7.99% | 17.01% | 20.02% | 22.68% | -35.28% | 6.17% | 64.25% | 29.79% | -7.77% | 28.75% |
PKSFX Virtus KAR Small-Cap Core Fund | 1.54% | -2.58% | 13.67% | 32.32% | -10.77% | 19.03% | 21.38% | 40.21% | -1.99% | 34.98% |
Returns By Period
In the year-to-date period, ALMRX achieves a -7.99% return, which is significantly lower than PKSFX's 1.54% return. Over the past 10 years, ALMRX has underperformed PKSFX with an annualized return of 11.42%, while PKSFX has yielded a comparatively higher 14.98% annualized return.
ALMRX
- 1D
- 4.18%
- 1M
- -7.14%
- YTD
- -7.99%
- 6M
- -10.17%
- 1Y
- 18.01%
- 3Y*
- 13.20%
- 5Y*
- 0.87%
- 10Y*
- 11.42%
PKSFX
- 1D
- 2.07%
- 1M
- -6.10%
- YTD
- 1.54%
- 6M
- 1.60%
- 1Y
- 3.79%
- 3Y*
- 10.39%
- 5Y*
- 7.79%
- 10Y*
- 14.98%
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ALMRX vs. PKSFX - Expense Ratio Comparison
ALMRX has a 1.44% expense ratio, which is higher than PKSFX's 1.00% expense ratio.
Return for Risk
ALMRX vs. PKSFX — Risk / Return Rank
ALMRX
PKSFX
ALMRX vs. PKSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger MidCap Growth Institutional Fund (ALMRX) and Virtus KAR Small-Cap Core Fund (PKSFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ALMRX | PKSFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 0.23 | +0.57 |
Sortino ratioReturn per unit of downside risk | 1.25 | 0.48 | +0.77 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.06 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 0.42 | +0.73 |
Martin ratioReturn relative to average drawdown | 3.92 | 0.95 | +2.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ALMRX | PKSFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 0.23 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.44 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.80 | -0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.56 | -0.39 |
Correlation
The correlation between ALMRX and PKSFX is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ALMRX vs. PKSFX - Dividend Comparison
ALMRX has not paid dividends to shareholders, while PKSFX's dividend yield for the trailing twelve months is around 14.08%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALMRX Alger MidCap Growth Institutional Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 77.91% | 12.19% | 8.56% | 7.91% | 0.00% | 0.00% | 0.00% |
PKSFX Virtus KAR Small-Cap Core Fund | 14.08% | 14.30% | 4.07% | 4.12% | 6.65% | 12.05% | 7.45% | 4.03% | 4.33% | 0.17% | 5.69% | 19.83% |
Drawdowns
ALMRX vs. PKSFX - Drawdown Comparison
The maximum ALMRX drawdown since its inception was -73.80%, which is greater than PKSFX's maximum drawdown of -54.46%. Use the drawdown chart below to compare losses from any high point for ALMRX and PKSFX.
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Drawdown Indicators
| ALMRX | PKSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.80% | -54.46% | -19.34% |
Max Drawdown (1Y)Largest decline over 1 year | -16.06% | -11.21% | -4.85% |
Max Drawdown (5Y)Largest decline over 5 years | -64.01% | -22.02% | -41.99% |
Max Drawdown (10Y)Largest decline over 10 years | -64.01% | -33.45% | -30.56% |
Current DrawdownCurrent decline from peak | -40.58% | -9.42% | -31.16% |
Average DrawdownAverage peak-to-trough decline | -22.14% | -7.17% | -14.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.72% | 4.96% | -0.24% |
Volatility
ALMRX vs. PKSFX - Volatility Comparison
Alger MidCap Growth Institutional Fund (ALMRX) has a higher volatility of 7.91% compared to Virtus KAR Small-Cap Core Fund (PKSFX) at 4.62%. This indicates that ALMRX's price experiences larger fluctuations and is considered to be riskier than PKSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ALMRX | PKSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.91% | 4.62% | +3.29% |
Volatility (6M)Calculated over the trailing 6-month period | 14.99% | 11.11% | +3.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.51% | 18.95% | +5.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 48.59% | 17.90% | +30.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.73% | 18.79% | +18.94% |