PDIAX vs. PXSGX
Compare and contrast key facts about Virtus KAR Equity Income Fund (PDIAX) and Virtus KAR Small-Cap Growth Fund (PXSGX).
PDIAX is managed by Virtus. It was launched on Sep 25, 1997. PXSGX is managed by Virtus. It was launched on Jun 28, 2006.
Performance
PDIAX vs. PXSGX - Performance Comparison
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PDIAX vs. PXSGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PDIAX Virtus KAR Equity Income Fund | 3.17% | 13.45% | 9.10% | 1.08% | -2.58% | 17.04% | 14.51% | 28.11% | -12.69% | 22.45% |
PXSGX Virtus KAR Small-Cap Growth Fund | -9.88% | -22.97% | 21.11% | 20.27% | -30.04% | 4.47% | 43.46% | 40.26% | 9.05% | 36.99% |
Returns By Period
In the year-to-date period, PDIAX achieves a 3.17% return, which is significantly higher than PXSGX's -9.88% return. Both investments have delivered pretty close results over the past 10 years, with PDIAX having a 9.74% annualized return and PXSGX not far ahead at 9.92%.
PDIAX
- 1D
- 1.88%
- 1M
- -4.20%
- YTD
- 3.17%
- 6M
- 2.83%
- 1Y
- 13.79%
- 3Y*
- 9.34%
- 5Y*
- 6.42%
- 10Y*
- 9.74%
PXSGX
- 1D
- 2.63%
- 1M
- -8.99%
- YTD
- -9.88%
- 6M
- -15.97%
- 1Y
- -23.38%
- 3Y*
- -3.82%
- 5Y*
- -5.92%
- 10Y*
- 9.92%
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PDIAX vs. PXSGX - Expense Ratio Comparison
PDIAX has a 1.20% expense ratio, which is higher than PXSGX's 1.07% expense ratio.
Return for Risk
PDIAX vs. PXSGX — Risk / Return Rank
PDIAX
PXSGX
PDIAX vs. PXSGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Equity Income Fund (PDIAX) and Virtus KAR Small-Cap Growth Fund (PXSGX). 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.
| PDIAX | PXSGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | -1.05 | +2.13 |
Sortino ratioReturn per unit of downside risk | 1.61 | -1.56 | +3.18 |
Omega ratioGain probability vs. loss probability | 1.23 | 0.83 | +0.40 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | -0.81 | +2.37 |
Martin ratioReturn relative to average drawdown | 8.02 | -1.81 | +9.84 |
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
| PDIAX | PXSGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | -1.05 | +2.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | -0.24 | +0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.44 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.40 | 0.00 |
Correlation
The correlation between PDIAX and PXSGX is 0.76, 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
PDIAX vs. PXSGX - Dividend Comparison
PDIAX's dividend yield for the trailing twelve months is around 6.68%, less than PXSGX's 53.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDIAX Virtus KAR Equity Income Fund | 6.68% | 6.52% | 2.88% | 2.71% | 5.83% | 4.16% | 35.18% | 0.95% | 1.20% | 15.53% | 3.60% | 19.74% |
PXSGX Virtus KAR Small-Cap Growth Fund | 53.16% | 47.91% | 20.72% | 5.31% | 17.32% | 14.31% | 9.64% | 1.52% | 2.31% | 0.00% | 2.69% | 2.99% |
Drawdowns
PDIAX vs. PXSGX - Drawdown Comparison
The maximum PDIAX drawdown since its inception was -53.27%, roughly equal to the maximum PXSGX drawdown of -53.72%. Use the drawdown chart below to compare losses from any high point for PDIAX and PXSGX.
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Drawdown Indicators
| PDIAX | PXSGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.27% | -53.72% | +0.45% |
Max Drawdown (1Y)Largest decline over 1 year | -9.70% | -28.55% | +18.85% |
Max Drawdown (5Y)Largest decline over 5 years | -16.21% | -42.49% | +26.28% |
Max Drawdown (10Y)Largest decline over 10 years | -35.26% | -42.49% | +7.23% |
Current DrawdownCurrent decline from peak | -4.32% | -40.54% | +36.22% |
Average DrawdownAverage peak-to-trough decline | -8.42% | -11.52% | +3.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.89% | 12.74% | -10.85% |
Volatility
PDIAX vs. PXSGX - Volatility Comparison
The current volatility for Virtus KAR Equity Income Fund (PDIAX) is 3.98%, while Virtus KAR Small-Cap Growth Fund (PXSGX) has a volatility of 5.59%. This indicates that PDIAX experiences smaller price fluctuations and is considered to be less risky than PXSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PDIAX | PXSGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 5.59% | -1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 6.72% | 13.19% | -6.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.11% | 21.91% | -8.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.00% | 24.81% | -11.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.92% | 22.52% | -5.60% |