MASPX vs. VKSFX
MASPX (BlackRock Advantage SMID Cap Fund, Inc.) and VKSFX (Virtus KAR Small-Mid Cap Value Fund) are both Mid Cap Blend Equities funds. Over the past 3 years, MASPX returned 16.76%/yr vs 4.17%/yr for VKSFX. Their correlation of 0.87 means they have usually moved in the same direction. MASPX charges 0.48%/yr vs 0.94%/yr for VKSFX.
Performance
MASPX vs. VKSFX - Performance Comparison
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Returns By Period
In the year-to-date period, MASPX achieves a 21.26% return, which is significantly higher than VKSFX's 2.09% return.
MASPX
- 1D
- 1.09%
- 1M
- -1.44%
- 6M
- 16.13%
- YTD
- 21.26%
- 1Y
- 36.02%
- 3Y*
- 16.76%
- 5Y*
- 9.21%
- 10Y*
- 11.85%
- ALL TIME*
- 12.52%
VKSFX
- 1D
- -1.35%
- 1M
- -0.78%
- 6M
- -2.01%
- YTD
- 2.09%
- 1Y
- -1.69%
- 3Y*
- 4.17%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 0.98%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
MASPX vs. VKSFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
MASPX BlackRock Advantage SMID Cap Fund, Inc. | 21.26% | 11.36% | 12.11% | 18.89% | -15.73% | 2.44% |
VKSFX Virtus KAR Small-Mid Cap Value Fund | 2.09% | -3.61% | 10.24% | 16.94% | -20.43% | 4.02% |
Correlation
The correlation between MASPX and VKSFX is 0.63, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.63 |
Correlation (3Y) Balances recent behavior with more history. | 0.80 |
Correlation (All Time) Calculated using the full available price history since Aug 4, 2021 | 0.87 |
Over the past year, the correlation between MASPX and VKSFX has dropped to 0.63 - well below their long-term average of 0.87, suggesting their price drivers have been diverging.
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Return for Risk
MASPX vs. VKSFX — Risk / Return Rank
MASPX
VKSFX
MASPX vs. VKSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage SMID Cap Fund, Inc. (MASPX) and Virtus KAR Small-Mid Cap Value Fund (VKSFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MASPX | VKSFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.04 | ||
| Sortino ratioReturn per unit of downside risk | +2.81 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 0.98 | +0.34 |
| Calmar ratioReturn relative to maximum drawdown | 3.86 | -0.29 | +4.15 |
| Martin ratioReturn relative to average drawdown | 14.18 | -0.53 | +14.70 |
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Drawdowns
MASPX vs. VKSFX - Drawdown Comparison
The maximum MASPX drawdown since its inception was -63.74%, which is greater than VKSFX's maximum drawdown of -25.46%. Use the drawdown chart below to compare losses from any high point for MASPX and VKSFX.
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Drawdown Indicators
| MASPX | VKSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.74% | -25.46% | -38.28% |
Max Drawdown (1Y)Largest decline over 1 year | -8.38% | -11.36% | +2.98% |
Max Drawdown (3Y)Largest decline over 3 years | -25.41% | -20.84% | -4.57% |
Max Drawdown (5Y)Largest decline over 5 years | -26.87% | -25.46% | -1.41% |
Max Drawdown (10Y)Largest decline over 10 years | -34.82% | — | — |
Current DrawdownCurrent decline from peak | -2.60% | -9.42% | +6.82% |
Average DrawdownAverage peak-to-trough decline | -9.83% | -10.65% | +0.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 6.20% | -3.91% |
Volatility
MASPX vs. VKSFX - Volatility Comparison
The current volatility for BlackRock Advantage SMID Cap Fund, Inc. (MASPX) is 3.42%, while Virtus KAR Small-Mid Cap Value Fund (VKSFX) has a volatility of 4.87%. This indicates that MASPX experiences smaller price fluctuations and is considered to be less risky than VKSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MASPX | VKSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.42% | 4.87% | -1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 13.45% | 10.19% | +3.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.78% | 14.66% | +3.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.20% | 18.05% | +3.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.90% | 18.05% | +2.85% |
MASPX vs. VKSFX - Expense Ratio Comparison
MASPX has a 0.48% expense ratio, which is lower than VKSFX's 0.94% expense ratio.
Dividends
MASPX vs. VKSFX - Dividend Comparison
MASPX's dividend yield for the trailing twelve months is around 3.91%, more than VKSFX's 0.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MASPX BlackRock Advantage SMID Cap Fund, Inc. | 3.91% | 5.09% | 1.41% | 0.95% | 2.04% | 40.63% | 4.79% | 2.73% | 27.75% | 16.25% | 3.40% | 3.26% |
VKSFX Virtus KAR Small-Mid Cap Value Fund | 0.23% | 0.23% | 0.54% | 0.70% | 0.46% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MASPX and VKSFX have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VKSFX has higher volatility (4.87%) compared to MASPX (3.42%). In terms of maximum drawdown, MASPX dropped -63.74% vs VKSFX's -25.46%.
MASPX currently has the higher Sharpe Ratio (1.82 vs -0.22), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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