ARGFX vs. VIMCX
Compare and contrast key facts about Ariel Fund (ARGFX) and Virtus KAR Mid-Cap Core Fund (VIMCX).
ARGFX is managed by Ariel Investments. It was launched on Nov 6, 1986. VIMCX is managed by Virtus. It was launched on Jun 22, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARGFX or VIMCX.
Key characteristics
| ARGFX | VIMCX | |
|---|---|---|
| YTD Return | 14.23% | 7.35% |
| 1Y Return | 31.26% | 22.14% |
| 3Y Return (Ann) | 1.30% | 1.85% |
| 5Y Return (Ann) | 9.77% | 11.59% |
| 10Y Return (Ann) | 8.20% | 11.96% |
| Sharpe Ratio | 1.87 | 1.71 |
| Sortino Ratio | 2.67 | 2.39 |
| Omega Ratio | 1.32 | 1.30 |
| Calmar Ratio | 1.42 | 1.59 |
| Martin Ratio | 9.55 | 8.26 |
| Ulcer Index | 3.62% | 2.93% |
| Daily Std Dev | 18.42% | 14.10% |
| Max Drawdown | -71.02% | -33.92% |
| Current Drawdown | -0.85% | -2.44% |
Correlation
The correlation between ARGFX and VIMCX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ARGFX vs. VIMCX - Performance Comparison
In the year-to-date period, ARGFX achieves a 14.23% return, which is significantly higher than VIMCX's 7.35% return. Over the past 10 years, ARGFX has underperformed VIMCX with an annualized return of 8.20%, while VIMCX has yielded a comparatively higher 11.96% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ARGFX vs. VIMCX - Expense Ratio Comparison
ARGFX has a 1.00% expense ratio, which is higher than VIMCX's 0.95% expense ratio.
Risk-Adjusted Performance
ARGFX vs. VIMCX - Risk-Adjusted Performance Comparison
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.
Dividends
ARGFX vs. VIMCX - Dividend Comparison
ARGFX's dividend yield for the trailing twelve months is around 4.46%, more than VIMCX's 2.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARGFX Ariel Fund | 4.46% | 5.09% | 9.01% | 5.56% | 5.33% | 5.81% | 10.35% | 6.30% | 6.56% | 16.28% | 13.68% | 0.55% |
VIMCX Virtus KAR Mid-Cap Core Fund | 2.20% | 2.36% | 0.23% | 1.58% | 0.67% | 0.94% | 0.77% | 0.29% | 0.00% | 0.63% | 5.50% | 1.57% |
Drawdowns
ARGFX vs. VIMCX - Drawdown Comparison
The maximum ARGFX drawdown since its inception was -71.02%, 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.
Volatility
ARGFX vs. VIMCX - Volatility Comparison
Ariel Fund (ARGFX) has a higher volatility of 3.43% compared to Virtus KAR Mid-Cap Core Fund (VIMCX) at 3.25%. This indicates that ARGFX's price experiences larger fluctuations and is considered to be riskier than VIMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.