ARGFX vs. VIMCX

In the year-to-date period, ARGFX achieves a 3.87% return, which is significantly lower than VIMCX's 5.16% return. Over the past 10 years, ARGFX has underperformed VIMCX with an annualized return of 1.06%, while VIMCX has yielded a comparatively higher 11.31% annualized return.

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ARGFX has a 1.00% expense ratio, which is higher than VIMCX's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Ariel Fund (ARGFX) and Virtus KAR Mid-Cap Core Fund (VIMCX). 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.

The current ARGFX Sharpe Ratio is 0.68, which is comparable to the VIMCX Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of ARGFX and VIMCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ARGFX's dividend yield for the trailing twelve months is around 0.12%, while VIMCX has not paid dividends to shareholders.

The maximum ARGFX drawdown since its inception was -73.49%, which is greater than VIMCX's maximum drawdown of -33.92%. Use the drawdown chart below to compare losses from any high point for ARGFX and VIMCX. For additional features, visit the drawdowns tool.

Ariel Fund (ARGFX) and Virtus KAR Mid-Cap Core Fund (VIMCX) have volatilities of 3.82% and 3.87%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.