DRMCX vs. DGSCX
Compare and contrast key facts about Virtus Mid-Cap Growth Fund (DRMCX) and Virtus Global Small-Cap Fund (DGSCX).
DRMCX is managed by Allianz. It was launched on Nov 6, 1979. DGSCX is managed by Allianz. It was launched on Dec 30, 1996.
Performance
DRMCX vs. DGSCX - Performance Comparison
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DRMCX vs. DGSCX - 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% |
DGSCX Virtus Global Small-Cap Fund | -5.03% | -0.96% | 9.71% | 24.03% | -24.11% | 11.23% | 29.79% | 23.02% | -16.82% | 26.86% |
Returns By Period
In the year-to-date period, DRMCX achieves a -4.36% return, which is significantly higher than DGSCX's -5.03% return. Over the past 10 years, DRMCX has outperformed DGSCX with an annualized return of 13.25%, while DGSCX has yielded a comparatively lower 6.70% 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%
DGSCX
- 1D
- 2.89%
- 1M
- -6.40%
- YTD
- -5.03%
- 6M
- -9.10%
- 1Y
- -8.15%
- 3Y*
- 6.18%
- 5Y*
- -0.54%
- 10Y*
- 6.70%
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DRMCX vs. DGSCX - Expense Ratio Comparison
DRMCX has a 0.83% expense ratio, which is lower than DGSCX's 1.28% expense ratio.
Return for Risk
DRMCX vs. DGSCX — Risk / Return Rank
DRMCX
DGSCX
DRMCX vs. DGSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Mid-Cap Growth Fund (DRMCX) and Virtus Global Small-Cap Fund (DGSCX). 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 | DGSCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | -0.49 | +1.39 |
Sortino ratioReturn per unit of downside risk | 1.40 | -0.61 | +2.01 |
Omega ratioGain probability vs. loss probability | 1.19 | 0.92 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | -0.46 | +2.06 |
Martin ratioReturn relative to average drawdown | 5.35 | -1.18 | +6.54 |
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 | DGSCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | -0.49 | +1.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | -0.03 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.35 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.38 | -0.22 |
Correlation
The correlation between DRMCX and DGSCX is 0.81, 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. DGSCX - Dividend Comparison
DRMCX's dividend yield for the trailing twelve months is around 17.28%, more than DGSCX's 4.85% 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% |
DGSCX Virtus Global Small-Cap Fund | 4.85% | 4.61% | 14.50% | 0.84% | 2.64% | 30.56% | 4.16% | 7.03% | 21.96% | 7.99% | 0.00% | 0.00% |
Drawdowns
DRMCX vs. DGSCX - Drawdown Comparison
The maximum DRMCX drawdown since its inception was -86.34%, which is greater than DGSCX's maximum drawdown of -68.18%. Use the drawdown chart below to compare losses from any high point for DRMCX and DGSCX.
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Drawdown Indicators
| DRMCX | DGSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.34% | -68.18% | -18.16% |
Max Drawdown (1Y)Largest decline over 1 year | -13.82% | -16.85% | +3.03% |
Max Drawdown (5Y)Largest decline over 5 years | -43.47% | -37.49% | -5.98% |
Max Drawdown (10Y)Largest decline over 10 years | -43.47% | -40.29% | -3.18% |
Current DrawdownCurrent decline from peak | -10.13% | -15.26% | +5.13% |
Average DrawdownAverage peak-to-trough decline | -45.06% | -19.73% | -25.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.12% | 6.54% | -2.42% |
Volatility
DRMCX vs. DGSCX - Volatility Comparison
Virtus Mid-Cap Growth Fund (DRMCX) has a higher volatility of 8.49% compared to Virtus Global Small-Cap Fund (DGSCX) at 5.26%. This indicates that DRMCX's price experiences larger fluctuations and is considered to be riskier than DGSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DRMCX | DGSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.49% | 5.26% | +3.23% |
Volatility (6M)Calculated over the trailing 6-month period | 15.03% | 8.87% | +6.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.35% | 15.07% | +10.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.09% | 18.03% | +6.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.51% | 19.26% | +4.25% |