PDIAX vs. REAYX
PDIAX (Virtus KAR Equity Income Fund) and REAYX (Russell Investments Equity Income Fund) are both Dividend funds. Over the past 5 years, PDIAX returned 7.83%/yr vs 10.71%/yr for REAYX. Their correlation of 0.89 means they have usually moved in the same direction. PDIAX charges 1.20%/yr vs 0.66%/yr for REAYX.
Performance
PDIAX vs. REAYX - Performance Comparison
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Returns By Period
In the year-to-date period, PDIAX achieves a 13.90% return, which is significantly lower than REAYX's 17.91% return.
PDIAX
- 1D
- 0.04%
- 1M
- -1.10%
- 6M
- 8.28%
- YTD
- 13.90%
- 1Y
- 18.62%
- 3Y*
- 12.80%
- 5Y*
- 7.83%
- 10Y*
- 10.65%
- ALL TIME*
- 8.06%
REAYX
- 1D
- 0.34%
- 1M
- 2.58%
- 6M
- 13.23%
- YTD
- 17.91%
- 1Y
- 27.93%
- 3Y*
- 16.02%
- 5Y*
- 10.71%
- 10Y*
- —
- ALL TIME*
- 11.89%
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. REAYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PDIAX Virtus KAR Equity Income Fund | 13.90% | 13.45% | 9.10% | 1.08% | -2.58% | 17.04% | 14.51% | 28.11% | -12.69% | 17.11% |
REAYX Russell Investments Equity Income Fund | 17.91% | 14.66% | 11.90% | 12.50% | -8.86% | 27.01% | 9.06% | 29.57% | -8.60% | 13.19% |
Correlation
The correlation between PDIAX and REAYX is 0.82, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.82 |
Correlation (3Y) Balances recent behavior with more history. | 0.88 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Mar 1, 2017 | 0.89 |
The correlation between PDIAX and REAYX has been stable across timeframes, ranging from 0.82 to 0.89 - a consistent structural relationship.
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Return for Risk
PDIAX vs. REAYX — Risk / Return Rank
PDIAX
REAYX
PDIAX vs. REAYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Equity Income Fund (PDIAX) and Russell Investments Equity Income Fund (REAYX). 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 | REAYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.64 | ||
| Sortino ratioReturn per unit of downside risk | -0.87 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.46 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.97 | 4.04 | -1.06 |
| Martin ratioReturn relative to average drawdown | 12.48 | 15.85 | -3.37 |
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Drawdowns
PDIAX vs. REAYX - Drawdown Comparison
The maximum PDIAX drawdown since its inception was -53.27%, which is greater than REAYX's maximum drawdown of -36.87%. Use the drawdown chart below to compare losses from any high point for PDIAX and REAYX.
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Drawdown Indicators
| PDIAX | REAYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.27% | -36.87% | -16.40% |
Max Drawdown (1Y)Largest decline over 1 year | -6.22% | -6.66% | +0.44% |
Max Drawdown (3Y)Largest decline over 3 years | -12.04% | -20.66% | +8.62% |
Max Drawdown (5Y)Largest decline over 5 years | -16.21% | -20.66% | +4.45% |
Max Drawdown (10Y)Largest decline over 10 years | -35.26% | — | — |
Current DrawdownCurrent decline from peak | -1.10% | -0.34% | -0.76% |
Average DrawdownAverage peak-to-trough decline | -8.33% | -4.85% | -3.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.48% | 1.69% | -0.21% |
Volatility
PDIAX vs. REAYX - Volatility Comparison
The current volatility for Virtus KAR Equity Income Fund (PDIAX) is 2.50%, while Russell Investments Equity Income Fund (REAYX) has a volatility of 3.02%. This indicates that PDIAX experiences smaller price fluctuations and is considered to be less risky than REAYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PDIAX | REAYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.50% | 3.02% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 7.63% | 7.84% | -0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.51% | 10.44% | -0.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.95% | 16.73% | -3.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.81% | 18.45% | -1.64% |
PDIAX vs. REAYX - Expense Ratio Comparison
PDIAX has a 1.20% expense ratio, which is higher than REAYX's 0.66% expense ratio.
Dividends
PDIAX vs. REAYX - Dividend Comparison
PDIAX's dividend yield for the trailing twelve months is around 6.54%, less than REAYX's 12.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDIAX Virtus KAR Equity Income Fund | 6.54% | 6.52% | 2.88% | 2.71% | 5.83% | 4.16% | 35.18% | 0.95% | 1.20% | 15.53% | 3.60% | 19.74% |
REAYX Russell Investments Equity Income Fund | 12.80% | 15.24% | 15.38% | 13.55% | 19.72% | 10.47% | 3.61% | 1.86% | 45.26% | 14.47% | 0.00% | 0.00% |
Frequently Asked Questions
PDIAX and REAYX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
REAYX has higher volatility (3.02%) compared to PDIAX (2.50%). In terms of maximum drawdown, PDIAX dropped -53.27% vs REAYX's -36.87%.
REAYX currently has the higher Sharpe Ratio (2.59 vs 1.95), 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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