DRMCX vs. ANVIX

Last updated Apr 1, 2026

Compare and contrast key facts about Virtus Mid-Cap Growth Fund (DRMCX) and Virtus NFJ Large-Cap Value Fund (ANVIX).

DRMCX is managed by Allianz. It was launched on Nov 6, 1979. ANVIX is managed by Allianz. It was launched on May 8, 2000.

Performance

DRMCX vs. ANVIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus Mid-Cap Growth Fund (DRMCX) and Virtus NFJ Large-Cap Value Fund (ANVIX). The values are adjusted to include any dividend payments, if applicable.

DRMCX vs. ANVIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
DRMCX Virtus Mid-Cap Growth Fund	-8.21%	18.09%	20.49%	24.81%	-32.59%	14.91%	55.27%	41.73%	-11.16%	25.08%
ANVIX Virtus NFJ Large-Cap Value Fund	-2.47%	6.78%	6.28%	17.92%	-14.81%	26.52%	2.29%	25.03%	-9.38%	21.36%

Returns By Period

In the year-to-date period, DRMCX achieves a -8.21% return, which is significantly lower than ANVIX's -2.47% return. Over the past 10 years, DRMCX has outperformed ANVIX with an annualized return of 12.78%, while ANVIX has yielded a comparatively lower 8.53% annualized return.

DRMCX

• 1D: -1.97%
• 1M: -11.04%
• YTD: -8.21%
• 6M: -11.23%
• 1Y: 17.59%
• 3Y*: 14.82%
• 5Y*: 4.29%
• 10Y*: 12.78%

ANVIX

• 1D: -0.54%
• 1M: -3.38%
• YTD: -2.47%
• 6M: -2.52%
• 1Y: 4.71%
• 3Y*: 8.00%
• 5Y*: 5.65%
• 10Y*: 8.53%

*Multi-year figures are annualized to reflect compound growth (CAGR)

DRMCX vs. ANVIX - Expense Ratio Comparison

DRMCX has a 0.83% expense ratio, which is higher than ANVIX's 0.74% expense ratio.

DRMCX

Virtus Mid-Cap Growth Fund

ANVIX

Virtus NFJ Large-Cap Value Fund

Return for Risk

DRMCX vs. ANVIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DRMCX

DRMCX Risk / Return Rank: 33
DRMCX Sharpe Ratio Rank: 30
DRMCX Sortino Ratio Rank: 33
DRMCX Omega Ratio Rank: 29
DRMCX Calmar Ratio Rank: 40
DRMCX Martin Ratio Rank: 33

ANVIX

ANVIX Risk / Return Rank: 13
ANVIX Sharpe Ratio Rank: 13
ANVIX Sortino Ratio Rank: 13
ANVIX Omega Ratio Rank: 13
ANVIX Calmar Ratio Rank: 13
ANVIX Martin Ratio Rank: 14

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DRMCX vs. ANVIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus Mid-Cap Growth Fund (DRMCX) and Virtus NFJ Large-Cap Value Fund (ANVIX). 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.

	DRMCX	ANVIX	Difference
Sharpe ratio Return per unit of total volatility	0.69	0.32	+0.37
Sortino ratio Return per unit of downside risk	1.13	0.56	+0.57
Omega ratio Gain probability vs. loss probability	1.15	1.08	+0.07
Calmar ratio Return relative to maximum drawdown	1.04	0.33	+0.72
Martin ratio Return relative to average drawdown	3.54	1.28	+2.26
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

DRMCX vs. ANVIX - Sharpe Ratio Comparison

The current DRMCX Sharpe Ratio is 0.69, which is higher than the ANVIX Sharpe Ratio of 0.32. The chart below compares the historical Sharpe Ratios of DRMCX and ANVIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	DRMCX	ANVIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.69	0.32	+0.37
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.18	0.34	-0.16
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.55	0.47	+0.08
Sharpe Ratio (All Time) Calculated using the full available price history	0.15	0.39	-0.24

Correlation

The correlation between DRMCX and ANVIX is 0.80, 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.

Dividends

DRMCX vs. ANVIX - Dividend Comparison

DRMCX's dividend yield for the trailing twelve months is around 18.01%, more than ANVIX's 10.69% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DRMCX Virtus Mid-Cap Growth Fund	18.01%	16.53%	0.00%	0.00%	0.00%	27.44%	9.02%	4.12%	14.34%	8.78%	7.35%	5.65%
ANVIX Virtus NFJ Large-Cap Value Fund	10.69%	10.78%	2.80%	7.28%	20.66%	6.43%	1.43%	3.54%	2.02%	1.89%	2.13%	2.26%

Drawdowns

DRMCX vs. ANVIX - Drawdown Comparison

The maximum DRMCX drawdown since its inception was -86.34%, which is greater than ANVIX's maximum drawdown of -62.48%. Use the drawdown chart below to compare losses from any high point for DRMCX and ANVIX.

Drawdown Indicators

	DRMCX	ANVIX	Difference
Max Drawdown Largest peak-to-trough decline	-86.34%	-62.48%	-23.86%
Max Drawdown (1Y) Largest decline over 1 year	-13.82%	-13.19%	-0.63%
Max Drawdown (5Y) Largest decline over 5 years	-43.47%	-23.67%	-19.80%
Max Drawdown (10Y) Largest decline over 10 years	-43.47%	-38.41%	-5.06%
Current Drawdown Current decline from peak	-13.75%	-6.92%	-6.83%
Average Drawdown Average peak-to-trough decline	-45.07%	-9.69%	-35.38%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.07%	3.39%	+0.68%

Volatility

DRMCX vs. ANVIX - Volatility Comparison

Virtus Mid-Cap Growth Fund (DRMCX) has a higher volatility of 7.09% compared to Virtus NFJ Large-Cap Value Fund (ANVIX) at 3.81%. This indicates that DRMCX's price experiences larger fluctuations and is considered to be riskier than ANVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DRMCX	ANVIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.09%	3.81%	+3.28%
Volatility (6M) Calculated over the trailing 6-month period	14.45%	9.86%	+4.59%
Volatility (1Y) Calculated over the trailing 1-year period	25.06%	17.49%	+7.57%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.04%	16.55%	+7.49%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.48%	18.27%	+5.21%