FSMAX vs. PXSGX
Compare and contrast key facts about Fidelity Extended Market Index Fund (FSMAX) and Virtus KAR Small-Cap Growth Fund (PXSGX).
FSMAX is managed by Fidelity. PXSGX is managed by Virtus. It was launched on Jun 28, 2006.
Performance
FSMAX vs. PXSGX - Performance Comparison
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FSMAX vs. PXSGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSMAX Fidelity Extended Market Index Fund | -1.26% | 11.40% | 16.99% | 25.36% | -26.44% | 12.41% | 32.28% | 28.01% | -9.44% | 18.04% |
PXSGX Virtus KAR Small-Cap Growth Fund | -9.88% | -22.97% | 21.11% | 20.27% | -30.04% | 4.47% | 43.46% | 40.26% | 9.05% | 36.99% |
Returns By Period
In the year-to-date period, FSMAX achieves a -1.26% return, which is significantly higher than PXSGX's -9.88% return. Over the past 10 years, FSMAX has outperformed PXSGX with an annualized return of 10.91%, while PXSGX has yielded a comparatively lower 9.92% annualized return.
FSMAX
- 1D
- 3.43%
- 1M
- -5.35%
- YTD
- -1.26%
- 6M
- -1.38%
- 1Y
- 20.12%
- 3Y*
- 15.07%
- 5Y*
- 4.00%
- 10Y*
- 10.91%
PXSGX
- 1D
- 2.63%
- 1M
- -8.99%
- YTD
- -9.88%
- 6M
- -15.97%
- 1Y
- -23.38%
- 3Y*
- -3.82%
- 5Y*
- -5.92%
- 10Y*
- 9.92%
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FSMAX vs. PXSGX - Expense Ratio Comparison
FSMAX has a 0.04% expense ratio, which is lower than PXSGX's 1.07% expense ratio.
Return for Risk
FSMAX vs. PXSGX — Risk / Return Rank
FSMAX
PXSGX
FSMAX vs. PXSGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Extended Market Index Fund (FSMAX) and Virtus KAR Small-Cap Growth Fund (PXSGX). 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.
| FSMAX | PXSGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | -1.05 | +1.96 |
Sortino ratioReturn per unit of downside risk | 1.40 | -1.56 | +2.97 |
Omega ratioGain probability vs. loss probability | 1.19 | 0.83 | +0.36 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | -0.81 | +2.20 |
Martin ratioReturn relative to average drawdown | 5.70 | -1.81 | +7.51 |
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
| FSMAX | PXSGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | -1.05 | +1.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | -0.24 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.44 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.40 | +0.02 |
Correlation
The correlation between FSMAX and PXSGX 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
FSMAX vs. PXSGX - Dividend Comparison
FSMAX's dividend yield for the trailing twelve months is around 0.58%, less than PXSGX's 53.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSMAX Fidelity Extended Market Index Fund | 0.58% | 0.57% | 0.48% | 1.17% | 1.90% | 7.49% | 2.14% | 4.30% | 6.09% | 5.44% | 4.85% | 6.34% |
PXSGX Virtus KAR Small-Cap Growth Fund | 53.16% | 47.91% | 20.72% | 5.31% | 17.32% | 14.31% | 9.64% | 1.52% | 2.31% | 0.00% | 2.69% | 2.99% |
Drawdowns
FSMAX vs. PXSGX - Drawdown Comparison
The maximum FSMAX drawdown since its inception was -50.55%, smaller than the maximum PXSGX drawdown of -53.72%. Use the drawdown chart below to compare losses from any high point for FSMAX and PXSGX.
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Drawdown Indicators
| FSMAX | PXSGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.55% | -53.72% | +3.17% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -28.55% | +13.91% |
Max Drawdown (5Y)Largest decline over 5 years | -36.31% | -42.49% | +6.18% |
Max Drawdown (10Y)Largest decline over 10 years | -50.55% | -42.49% | -8.06% |
Current DrawdownCurrent decline from peak | -7.18% | -40.54% | +33.36% |
Average DrawdownAverage peak-to-trough decline | -12.29% | -11.52% | -0.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 12.74% | -9.17% |
Volatility
FSMAX vs. PXSGX - Volatility Comparison
Fidelity Extended Market Index Fund (FSMAX) has a higher volatility of 7.01% compared to Virtus KAR Small-Cap Growth Fund (PXSGX) at 5.59%. This indicates that FSMAX's price experiences larger fluctuations and is considered to be riskier than PXSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSMAX | PXSGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.01% | 5.59% | +1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 13.51% | 13.19% | +0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.00% | 21.91% | +1.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.36% | 24.81% | -2.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.21% | 22.52% | +7.69% |