DRMCX vs. SMCWX
Compare and contrast key facts about Virtus Mid-Cap Growth Fund (DRMCX) and American Funds SMALLCAP World Fund Class A (SMCWX).
DRMCX is managed by Allianz. It was launched on Nov 6, 1979. SMCWX is managed by American Funds. It was launched on Apr 30, 1990.
Performance
DRMCX vs. SMCWX - Performance Comparison
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DRMCX vs. SMCWX - 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% |
SMCWX American Funds SMALLCAP World Fund Class A | -1.05% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 26.85% |
Returns By Period
In the year-to-date period, DRMCX achieves a -4.36% return, which is significantly lower than SMCWX's -1.05% return. Over the past 10 years, DRMCX has outperformed SMCWX with an annualized return of 13.25%, while SMCWX has yielded a comparatively lower 9.04% 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%
SMCWX
- 1D
- 3.47%
- 1M
- -7.83%
- YTD
- -1.05%
- 6M
- 1.11%
- 1Y
- 20.45%
- 3Y*
- 8.86%
- 5Y*
- 0.17%
- 10Y*
- 9.04%
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DRMCX vs. SMCWX - Expense Ratio Comparison
DRMCX has a 0.83% expense ratio, which is lower than SMCWX's 1.02% expense ratio.
Return for Risk
DRMCX vs. SMCWX — Risk / Return Rank
DRMCX
SMCWX
DRMCX vs. SMCWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Mid-Cap Growth Fund (DRMCX) and American Funds SMALLCAP World Fund Class A (SMCWX). 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 | SMCWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 1.17 | -0.27 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.72 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 1.66 | -0.06 |
Martin ratioReturn relative to average drawdown | 5.35 | 6.37 | -1.02 |
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 | SMCWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 1.17 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.01 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.51 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.57 | -0.41 |
Correlation
The correlation between DRMCX and SMCWX is 0.87, 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. SMCWX - Dividend Comparison
DRMCX's dividend yield for the trailing twelve months is around 17.28%, more than SMCWX's 4.90% 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% |
SMCWX American Funds SMALLCAP World Fund Class A | 4.90% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
Drawdowns
DRMCX vs. SMCWX - Drawdown Comparison
The maximum DRMCX drawdown since its inception was -86.34%, which is greater than SMCWX's maximum drawdown of -62.46%. Use the drawdown chart below to compare losses from any high point for DRMCX and SMCWX.
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Drawdown Indicators
| DRMCX | SMCWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.34% | -62.46% | -23.88% |
Max Drawdown (1Y)Largest decline over 1 year | -13.82% | -11.83% | -1.99% |
Max Drawdown (5Y)Largest decline over 5 years | -43.47% | -39.79% | -3.68% |
Max Drawdown (10Y)Largest decline over 10 years | -43.47% | -39.79% | -3.68% |
Current DrawdownCurrent decline from peak | -10.13% | -10.12% | -0.01% |
Average DrawdownAverage peak-to-trough decline | -45.06% | -14.98% | -30.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.12% | 3.08% | +1.04% |
Volatility
DRMCX vs. SMCWX - Volatility Comparison
Virtus Mid-Cap Growth Fund (DRMCX) has a higher volatility of 8.49% compared to American Funds SMALLCAP World Fund Class A (SMCWX) at 7.62%. This indicates that DRMCX's price experiences larger fluctuations and is considered to be riskier than SMCWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DRMCX | SMCWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.49% | 7.62% | +0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 15.03% | 11.82% | +3.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.35% | 17.93% | +7.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.09% | 18.05% | +6.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.51% | 17.76% | +5.75% |