GTSGX vs. SCETX
Compare and contrast key facts about Madison Mid Cap Fund (GTSGX) and Virtus Ceredex Small-Cap Value Equity Fund (SCETX).
GTSGX is managed by Madison Funds. It was launched on Jul 21, 1983. SCETX is managed by Virtus. It was launched on Jan 31, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GTSGX or SCETX.
Correlation
The correlation between GTSGX and SCETX is 0.86, 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
GTSGX vs. SCETX - Performance Comparison
Key characteristics
GTSGX:
0.78
SCETX:
-0.13
GTSGX:
1.17
SCETX:
-0.03
GTSGX:
1.14
SCETX:
1.00
GTSGX:
1.38
SCETX:
-0.05
GTSGX:
3.51
SCETX:
-0.76
GTSGX:
3.06%
SCETX:
3.86%
GTSGX:
13.76%
SCETX:
21.85%
GTSGX:
-38.25%
SCETX:
-72.45%
GTSGX:
-6.24%
SCETX:
-59.20%
Returns By Period
In the year-to-date period, GTSGX achieves a 11.16% return, which is significantly higher than SCETX's -3.31% return. Over the past 10 years, GTSGX has outperformed SCETX with an annualized return of 5.29%, while SCETX has yielded a comparatively lower -5.81% annualized return.
GTSGX
11.16%
-4.75%
4.81%
10.32%
7.90%
5.29%
SCETX
-3.31%
-17.48%
-4.40%
-3.31%
-4.41%
-5.81%
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GTSGX vs. SCETX - Expense Ratio Comparison
GTSGX has a 0.95% expense ratio, which is lower than SCETX's 1.15% expense ratio.
Risk-Adjusted Performance
GTSGX vs. SCETX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Madison Mid Cap Fund (GTSGX) and Virtus Ceredex Small-Cap Value Equity Fund (SCETX). 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
GTSGX vs. SCETX - Dividend Comparison
GTSGX's dividend yield for the trailing twelve months is around 0.12%, while SCETX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GTSGX Madison Mid Cap Fund | 0.12% | 0.13% | 0.00% | 0.03% | 0.00% | 0.00% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCETX Virtus Ceredex Small-Cap Value Equity Fund | 0.00% | 0.69% | 1.49% | 1.00% | 0.51% | 1.68% | 2.11% | 1.48% | 1.03% | 1.94% | 1.01% | 0.78% |
Drawdowns
GTSGX vs. SCETX - Drawdown Comparison
The maximum GTSGX drawdown since its inception was -38.25%, smaller than the maximum SCETX drawdown of -72.45%. Use the drawdown chart below to compare losses from any high point for GTSGX and SCETX. For additional features, visit the drawdowns tool.
Volatility
GTSGX vs. SCETX - Volatility Comparison
The current volatility for Madison Mid Cap Fund (GTSGX) is 4.48%, while Virtus Ceredex Small-Cap Value Equity Fund (SCETX) has a volatility of 15.13%. This indicates that GTSGX experiences smaller price fluctuations and is considered to be less risky than SCETX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.