PDIAX vs. PSTAX
PDIAX (Virtus KAR Equity Income Fund) and PSTAX (Virtus KAR Capital Growth Fund) are both mutual funds - PDIAX is a Dividend fund managed by Virtus, while PSTAX is a Large Cap Growth Equities fund managed by Virtus. Over the past 10 years, PDIAX returned 10.60%/yr vs 12.44%/yr for PSTAX. Their correlation of 0.81 means they have usually moved in the same direction. Both charge a 1.20% expense ratio.
Performance
PDIAX vs. PSTAX - Performance Comparison
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Returns By Period
In the year-to-date period, PDIAX achieves a 13.85% return, which is significantly higher than PSTAX's 0.05% return. Over the past 10 years, PDIAX has underperformed PSTAX with an annualized return of 10.60%, while PSTAX has yielded a comparatively higher 12.44% annualized return.
PDIAX
- 1D
- 0.54%
- 1M
- -1.14%
- 6M
- 9.20%
- YTD
- 13.85%
- 1Y
- 18.57%
- 3Y*
- 12.54%
- 5Y*
- 7.82%
- 10Y*
- 10.60%
- ALL TIME*
- 8.06%
PSTAX
- 1D
- 1.70%
- 1M
- -4.81%
- 6M
- 1.91%
- YTD
- 0.05%
- 1Y
- 1.60%
- 3Y*
- 11.72%
- 5Y*
- 3.75%
- 10Y*
- 12.44%
- ALL TIME*
- 7.75%
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 |
PDIAX vs. PSTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PDIAX Virtus KAR Equity Income Fund | 13.85% | 13.45% | 9.10% | 1.08% | -2.58% | 17.04% | 14.51% | 28.11% | -12.69% | 22.45% |
PSTAX Virtus KAR Capital Growth Fund | 0.05% | 6.85% | 25.19% | 34.35% | -35.74% | 11.70% | 46.13% | 42.83% | -8.07% | 35.13% |
Correlation
The correlation between PDIAX and PSTAX is 0.48, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.48 |
Correlation (3Y) Balances recent behavior with more history. | 0.53 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.56 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.64 |
Correlation (All Time) Calculated using the full available price history since Sep 25, 1997 | 0.81 |
Over the past year, the correlation between PDIAX and PSTAX has dropped to 0.48 - well below their long-term average of 0.81, suggesting their price drivers have been diverging.
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Return for Risk
PDIAX vs. PSTAX — Risk / Return Rank
PDIAX
PSTAX
PDIAX vs. PSTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Equity Income Fund (PDIAX) and Virtus KAR Capital Growth Fund (PSTAX). 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.
| PDIAX | PSTAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.91 | ||
| Sortino ratioReturn per unit of downside risk | +2.68 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.01 | +0.33 |
| Calmar ratioReturn relative to maximum drawdown | 2.85 | -0.04 | +2.90 |
| Martin ratioReturn relative to average drawdown | 11.99 | -0.13 | +12.13 |
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Drawdowns
PDIAX vs. PSTAX - Drawdown Comparison
The maximum PDIAX drawdown since its inception was -53.27%, smaller than the maximum PSTAX drawdown of -76.37%. Use the drawdown chart below to compare losses from any high point for PDIAX and PSTAX.
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Drawdown Indicators
| PDIAX | PSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.27% | -76.37% | +23.10% |
Max Drawdown (1Y)Largest decline over 1 year | -6.22% | -19.58% | +13.36% |
Max Drawdown (3Y)Largest decline over 3 years | -12.04% | -29.63% | +17.59% |
Max Drawdown (5Y)Largest decline over 5 years | -16.21% | -44.54% | +28.33% |
Max Drawdown (10Y)Largest decline over 10 years | -35.26% | -44.54% | +9.28% |
Current DrawdownCurrent decline from peak | -1.14% | -10.33% | +9.19% |
Average DrawdownAverage peak-to-trough decline | -8.33% | -31.78% | +23.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.48% | 6.47% | -4.99% |
Volatility
PDIAX vs. PSTAX - Volatility Comparison
The current volatility for Virtus KAR Equity Income Fund (PDIAX) is 2.61%, while Virtus KAR Capital Growth Fund (PSTAX) has a volatility of 5.20%. This indicates that PDIAX experiences smaller price fluctuations and is considered to be less risky than PSTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PDIAX | PSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.61% | 5.20% | -2.59% |
Volatility (6M)Calculated over the trailing 6-month period | 7.65% | 16.38% | -8.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.55% | 19.23% | -9.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.96% | 25.51% | -12.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.81% | 23.80% | -6.99% |
PDIAX vs. PSTAX - Expense Ratio Comparison
Both PDIAX and PSTAX have an expense ratio of 1.20%.
Dividends
PDIAX vs. PSTAX - Dividend Comparison
PDIAX's dividend yield for the trailing twelve months is around 6.55%, less than PSTAX's 7.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDIAX Virtus KAR Equity Income Fund | 6.55% | 6.52% | 2.88% | 2.71% | 5.83% | 4.16% | 35.18% | 0.95% | 1.20% | 15.53% | 3.60% | 19.74% |
PSTAX Virtus KAR Capital Growth Fund | 7.58% | 7.58% | 14.19% | 6.07% | 23.19% | 7.73% | 3.15% | 2.71% | 11.57% | 6.28% | 8.98% | 4.59% |
Frequently Asked Questions
PDIAX and PSTAX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PSTAX has higher volatility (5.20%) compared to PDIAX (2.61%). In terms of maximum drawdown, PDIAX dropped -53.27% vs PSTAX's -76.37%.
PDIAX currently has the higher Sharpe Ratio (1.87 vs -0.04), 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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