FTSIX vs. VKSIX
Compare and contrast key facts about Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) and Virtus KAR Small-Mid Cap Core Fund (VKSIX).
FTSIX is managed by Fuller & Thaler Asset Mgmt. It was launched on Dec 26, 2018. VKSIX is managed by Virtus. It was launched on Mar 7, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTSIX or VKSIX.
Correlation
The correlation between FTSIX and VKSIX 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.
Performance
FTSIX vs. VKSIX - Performance Comparison
Key characteristics
FTSIX:
-0.14
VKSIX:
-0.00
FTSIX:
-0.07
VKSIX:
0.13
FTSIX:
0.99
VKSIX:
1.02
FTSIX:
-0.11
VKSIX:
-0.00
FTSIX:
-0.40
VKSIX:
-0.01
FTSIX:
6.62%
VKSIX:
5.62%
FTSIX:
18.92%
VKSIX:
18.64%
FTSIX:
-42.12%
VKSIX:
-35.59%
FTSIX:
-18.56%
VKSIX:
-15.12%
Returns By Period
In the year-to-date period, FTSIX achieves a -11.33% return, which is significantly lower than VKSIX's -7.93% return.
FTSIX
-11.33%
-7.97%
-15.15%
-1.73%
14.53%
N/A
VKSIX
-7.93%
-5.51%
-11.80%
1.23%
10.93%
N/A
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FTSIX vs. VKSIX - Expense Ratio Comparison
FTSIX has a 2.69% expense ratio, which is higher than VKSIX's 1.02% expense ratio.
Risk-Adjusted Performance
FTSIX vs. VKSIX — Risk-Adjusted Performance Rank
FTSIX
VKSIX
FTSIX vs. VKSIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) and Virtus KAR Small-Mid Cap Core Fund (VKSIX). 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.
Dividends
FTSIX vs. VKSIX - Dividend Comparison
FTSIX's dividend yield for the trailing twelve months is around 0.94%, more than VKSIX's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
FTSIX Fuller & Thaler Behavioral Small-Mid Core Equity Fund | 0.94% | 0.84% | 0.85% | 0.95% | 5.50% | 0.35% | 2.16% | 0.00% |
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.47% | 0.43% | 0.00% | 0.00% | 1.13% | 0.01% | 0.00% | 1.47% |
Drawdowns
FTSIX vs. VKSIX - Drawdown Comparison
The maximum FTSIX drawdown since its inception was -42.12%, which is greater than VKSIX's maximum drawdown of -35.59%. Use the drawdown chart below to compare losses from any high point for FTSIX and VKSIX. For additional features, visit the drawdowns tool.
Volatility
FTSIX vs. VKSIX - Volatility Comparison
Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) and Virtus KAR Small-Mid Cap Core Fund (VKSIX) have volatilities of 12.36% and 11.92%, 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.