MISGX vs. PXQSX
Compare and contrast key facts about Meridian Small Cap Growth Fund (MISGX) and Virtus KAR Small-Cap Value Fund (PXQSX).
MISGX is managed by Meridian. It was launched on Dec 16, 2013. PXQSX is managed by Virtus. It was launched on Jun 28, 2006.
Performance
MISGX vs. PXQSX - Performance Comparison
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MISGX vs. PXQSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MISGX Meridian Small Cap Growth Fund | -8.38% | -1.28% | 13.89% | 14.02% | -24.63% | 8.55% | 27.78% | 18.96% | 0.40% | 22.83% |
PXQSX Virtus KAR Small-Cap Value Fund | 0.43% | -4.50% | 9.63% | 19.10% | -24.29% | 19.50% | 28.16% | 24.87% | -15.95% | 18.90% |
Returns By Period
In the year-to-date period, MISGX achieves a -8.38% return, which is significantly lower than PXQSX's 0.43% return. Both investments have delivered pretty close results over the past 10 years, with MISGX having a 8.04% annualized return and PXQSX not far behind at 7.85%.
MISGX
- 1D
- 2.11%
- 1M
- -7.62%
- YTD
- -8.38%
- 6M
- -7.18%
- 1Y
- 3.36%
- 3Y*
- 3.17%
- 5Y*
- -2.51%
- 10Y*
- 8.04%
PXQSX
- 1D
- 2.17%
- 1M
- -7.60%
- YTD
- 0.43%
- 6M
- -1.93%
- 1Y
- -0.65%
- 3Y*
- 6.85%
- 5Y*
- -0.34%
- 10Y*
- 7.85%
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MISGX vs. PXQSX - Expense Ratio Comparison
MISGX has a 1.22% expense ratio, which is higher than PXQSX's 0.96% expense ratio.
Return for Risk
MISGX vs. PXQSX — Risk / Return Rank
MISGX
PXQSX
MISGX vs. PXQSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Meridian Small Cap Growth Fund (MISGX) and Virtus KAR Small-Cap Value Fund (PXQSX). 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.
| MISGX | PXQSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | 0.01 | +0.13 |
Sortino ratioReturn per unit of downside risk | 0.38 | 0.16 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.02 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | -0.50 | 0.06 | -0.56 |
Martin ratioReturn relative to average drawdown | -1.37 | 0.13 | -1.50 |
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
| MISGX | PXQSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | 0.01 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.12 | -0.02 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.39 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.36 | +0.03 |
Correlation
The correlation between MISGX and PXQSX is 0.81, 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
MISGX vs. PXQSX - Dividend Comparison
MISGX's dividend yield for the trailing twelve months is around 8.61%, more than PXQSX's 5.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MISGX Meridian Small Cap Growth Fund | 8.61% | 7.89% | 3.76% | 0.00% | 14.39% | 33.08% | 1.96% | 5.78% | 12.50% | 4.18% | 0.00% | 1.62% |
PXQSX Virtus KAR Small-Cap Value Fund | 5.79% | 5.81% | 4.90% | 2.99% | 3.37% | 1.76% | 0.82% | 0.80% | 2.54% | 5.32% | 8.89% | 7.58% |
Drawdowns
MISGX vs. PXQSX - Drawdown Comparison
The maximum MISGX drawdown since its inception was -41.11%, smaller than the maximum PXQSX drawdown of -55.56%. Use the drawdown chart below to compare losses from any high point for MISGX and PXQSX.
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Drawdown Indicators
| MISGX | PXQSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.11% | -55.56% | +14.45% |
Max Drawdown (1Y)Largest decline over 1 year | -13.54% | -13.25% | -0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -37.70% | -31.49% | -6.21% |
Max Drawdown (10Y)Largest decline over 10 years | -41.11% | -37.65% | -3.46% |
Current DrawdownCurrent decline from peak | -19.99% | -13.69% | -6.30% |
Average DrawdownAverage peak-to-trough decline | -11.27% | -10.29% | -0.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.93% | 5.85% | +3.08% |
Volatility
MISGX vs. PXQSX - Volatility Comparison
Meridian Small Cap Growth Fund (MISGX) and Virtus KAR Small-Cap Value Fund (PXQSX) have volatilities of 5.93% and 5.71%, 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.
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Volatility by Period
| MISGX | PXQSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.93% | 5.71% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 12.57% | 11.75% | +0.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.76% | 19.73% | +4.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.29% | 20.22% | +1.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.19% | 20.45% | +0.74% |