DRMCX vs. ASHIX
Compare and contrast key facts about Virtus Mid-Cap Growth Fund (DRMCX) and Virtus Short Duration High Income Fund (ASHIX).
DRMCX is managed by Allianz. It was launched on Nov 6, 1979. ASHIX is managed by Allianz. It was launched on Oct 3, 2011.
Performance
DRMCX vs. ASHIX - Performance Comparison
Loading graphics...
DRMCX vs. ASHIX - 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% |
ASHIX Virtus Short Duration High Income Fund | -0.96% | 6.61% | 7.61% | 12.55% | -5.21% | 5.35% | 6.00% | 7.97% | -0.03% | 4.27% |
Returns By Period
In the year-to-date period, DRMCX achieves a -8.21% return, which is significantly lower than ASHIX's -0.96% return. Over the past 10 years, DRMCX has outperformed ASHIX with an annualized return of 12.78%, while ASHIX has yielded a comparatively lower 5.13% 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%
ASHIX
- 1D
- 0.15%
- 1M
- -1.62%
- YTD
- -0.96%
- 6M
- 0.17%
- 1Y
- 4.90%
- 3Y*
- 7.57%
- 5Y*
- 4.53%
- 10Y*
- 5.13%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DRMCX vs. ASHIX - Expense Ratio Comparison
DRMCX has a 0.83% expense ratio, which is higher than ASHIX's 0.60% expense ratio.
Return for Risk
DRMCX vs. ASHIX — Risk / Return Rank
DRMCX
ASHIX
DRMCX vs. ASHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Mid-Cap Growth Fund (DRMCX) and Virtus Short Duration High Income Fund (ASHIX). 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 | ASHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 1.70 | -1.01 |
Sortino ratioReturn per unit of downside risk | 1.13 | 2.42 | -1.30 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.40 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 1.80 | -0.76 |
Martin ratioReturn relative to average drawdown | 3.54 | 8.22 | -4.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DRMCX | ASHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 1.70 | -1.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 1.34 | -1.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 1.24 | -0.70 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 1.35 | -1.20 |
Correlation
The correlation between DRMCX and ASHIX is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
DRMCX vs. ASHIX - Dividend Comparison
DRMCX's dividend yield for the trailing twelve months is around 18.01%, more than ASHIX's 6.15% 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% |
ASHIX Virtus Short Duration High Income Fund | 6.15% | 6.68% | 7.01% | 6.45% | 6.22% | 5.53% | 5.95% | 5.41% | 5.64% | 5.02% | 5.36% | 6.44% |
Drawdowns
DRMCX vs. ASHIX - Drawdown Comparison
The maximum DRMCX drawdown since its inception was -86.34%, which is greater than ASHIX's maximum drawdown of -19.54%. Use the drawdown chart below to compare losses from any high point for DRMCX and ASHIX.
Loading graphics...
Drawdown Indicators
| DRMCX | ASHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.34% | -19.54% | -66.80% |
Max Drawdown (1Y)Largest decline over 1 year | -13.82% | -2.59% | -11.23% |
Max Drawdown (5Y)Largest decline over 5 years | -43.47% | -9.33% | -34.14% |
Max Drawdown (10Y)Largest decline over 10 years | -43.47% | -19.54% | -23.93% |
Current DrawdownCurrent decline from peak | -13.75% | -1.62% | -12.13% |
Average DrawdownAverage peak-to-trough decline | -45.07% | -0.99% | -44.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.07% | 0.57% | +3.50% |
Volatility
DRMCX vs. ASHIX - Volatility Comparison
Virtus Mid-Cap Growth Fund (DRMCX) has a higher volatility of 7.09% compared to Virtus Short Duration High Income Fund (ASHIX) at 0.90%. This indicates that DRMCX's price experiences larger fluctuations and is considered to be riskier than ASHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DRMCX | ASHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 0.90% | +6.19% |
Volatility (6M)Calculated over the trailing 6-month period | 14.45% | 1.81% | +12.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.06% | 2.85% | +22.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.04% | 3.39% | +20.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.48% | 4.14% | +19.34% |