DRMCX vs. AZMIX
Compare and contrast key facts about Virtus Mid-Cap Growth Fund (DRMCX) and Virtus NFJ Emerging Markets Value Fund (AZMIX).
DRMCX is managed by Allianz. It was launched on Nov 6, 1979. AZMIX is managed by Allianz. It was launched on Dec 17, 2012.
Performance
DRMCX vs. AZMIX - Performance Comparison
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DRMCX vs. AZMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DRMCX Virtus Mid-Cap Growth Fund | -4.36% | 18.09% | 20.49% | 24.81% | -32.59% | 14.91% | 55.27% | 41.73% | -11.16% | 25.08% |
AZMIX Virtus NFJ Emerging Markets Value Fund | 1.85% | 33.20% | 0.98% | 7.15% | -27.76% | 2.53% | 22.61% | 21.90% | -19.63% | 36.72% |
Returns By Period
In the year-to-date period, DRMCX achieves a -4.36% return, which is significantly lower than AZMIX's 1.85% return. Over the past 10 years, DRMCX has outperformed AZMIX with an annualized return of 13.25%, while AZMIX has yielded a comparatively lower 6.91% annualized return.
DRMCX
- 1D
- 4.20%
- 1M
- -7.15%
- YTD
- -4.36%
- 6M
- -7.51%
- 1Y
- 21.41%
- 3Y*
- 16.41%
- 5Y*
- 4.75%
- 10Y*
- 13.25%
AZMIX
- 1D
- 1.45%
- 1M
- -9.07%
- YTD
- 1.85%
- 6M
- 0.20%
- 1Y
- 28.14%
- 3Y*
- 10.81%
- 5Y*
- 1.24%
- 10Y*
- 6.91%
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DRMCX vs. AZMIX - Expense Ratio Comparison
DRMCX has a 0.83% expense ratio, which is lower than AZMIX's 0.89% expense ratio.
Return for Risk
DRMCX vs. AZMIX — Risk / Return Rank
DRMCX
AZMIX
DRMCX vs. AZMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Mid-Cap Growth Fund (DRMCX) and Virtus NFJ Emerging Markets Value Fund (AZMIX). 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 | AZMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 1.46 | -0.57 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.93 | -0.53 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.29 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 2.11 | -0.51 |
Martin ratioReturn relative to average drawdown | 5.35 | 7.23 | -1.87 |
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
| DRMCX | AZMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 1.46 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.06 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.38 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.29 | -0.13 |
Correlation
The correlation between DRMCX and AZMIX is 0.56, 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. AZMIX - Dividend Comparison
DRMCX's dividend yield for the trailing twelve months is around 17.28%, more than AZMIX's 3.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRMCX Virtus Mid-Cap Growth Fund | 17.28% | 16.53% | 0.00% | 0.00% | 0.00% | 27.44% | 9.02% | 4.12% | 14.34% | 8.78% | 7.35% | 5.65% |
AZMIX Virtus NFJ Emerging Markets Value Fund | 3.10% | 3.15% | 1.57% | 1.80% | 2.08% | 0.57% | 1.68% | 2.96% | 3.07% | 1.70% | 2.41% | 3.62% |
Drawdowns
DRMCX vs. AZMIX - Drawdown Comparison
The maximum DRMCX drawdown since its inception was -86.34%, which is greater than AZMIX's maximum drawdown of -44.57%. Use the drawdown chart below to compare losses from any high point for DRMCX and AZMIX.
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Drawdown Indicators
| DRMCX | AZMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.34% | -44.57% | -41.77% |
Max Drawdown (1Y)Largest decline over 1 year | -13.82% | -13.15% | -0.67% |
Max Drawdown (5Y)Largest decline over 5 years | -43.47% | -43.05% | -0.42% |
Max Drawdown (10Y)Largest decline over 10 years | -43.47% | -44.57% | +1.10% |
Current DrawdownCurrent decline from peak | -10.13% | -10.83% | +0.70% |
Average DrawdownAverage peak-to-trough decline | -45.06% | -14.40% | -30.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.12% | 3.84% | +0.28% |
Volatility
DRMCX vs. AZMIX - Volatility Comparison
Virtus Mid-Cap Growth Fund (DRMCX) and Virtus NFJ Emerging Markets Value Fund (AZMIX) have volatilities of 8.49% and 8.45%, 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.
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Volatility by Period
| DRMCX | AZMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.49% | 8.45% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 15.03% | 14.07% | +0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.35% | 19.63% | +5.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.09% | 19.16% | +4.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.51% | 18.20% | +5.31% |