PDIAX vs. VIMCX
Compare and contrast key facts about Virtus KAR Equity Income Fund (PDIAX) and Virtus KAR Mid-Cap Core Fund (VIMCX).
PDIAX is managed by Virtus. It was launched on Sep 25, 1997. VIMCX is managed by Virtus. It was launched on Jun 22, 2009.
Performance
PDIAX vs. VIMCX - Performance Comparison
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PDIAX vs. VIMCX - 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% |
VIMCX Virtus KAR Mid-Cap Core Fund | -3.88% | 0.72% | 5.20% | 22.64% | -19.75% | 25.28% | 26.11% | 31.74% | -4.18% | 24.95% |
Returns By Period
In the year-to-date period, PDIAX achieves a 3.17% return, which is significantly higher than VIMCX's -3.88% return. Over the past 10 years, PDIAX has underperformed VIMCX with an annualized return of 9.74%, while VIMCX has yielded a comparatively higher 10.40% annualized return.
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%
VIMCX
- 1D
- 2.93%
- 1M
- -8.70%
- YTD
- -3.88%
- 6M
- -5.70%
- 1Y
- -0.10%
- 3Y*
- 5.41%
- 5Y*
- 3.21%
- 10Y*
- 10.40%
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PDIAX vs. VIMCX - Expense Ratio Comparison
PDIAX has a 1.20% expense ratio, which is higher than VIMCX's 0.95% expense ratio.
Return for Risk
PDIAX vs. VIMCX — Risk / Return Rank
PDIAX
VIMCX
PDIAX vs. VIMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Equity Income Fund (PDIAX) and Virtus KAR Mid-Cap Core Fund (VIMCX). 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 | VIMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.01 | +1.06 |
Sortino ratioReturn per unit of downside risk | 1.61 | 0.17 | +1.45 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.02 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 0.07 | +1.50 |
Martin ratioReturn relative to average drawdown | 8.02 | 0.20 | +7.83 |
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 | VIMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.01 | +1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.18 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.56 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.71 | -0.30 |
Correlation
The correlation between PDIAX and VIMCX is 0.84, 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. VIMCX - Dividend Comparison
PDIAX's dividend yield for the trailing twelve months is around 6.68%, more than VIMCX's 4.59% 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% |
VIMCX Virtus KAR Mid-Cap Core Fund | 4.59% | 4.41% | 0.00% | 2.36% | 0.23% | 1.58% | 0.67% | 0.94% | 0.77% | 0.29% | 0.00% | 0.63% |
Drawdowns
PDIAX vs. VIMCX - Drawdown Comparison
The maximum PDIAX drawdown since its inception was -53.27%, which is greater than VIMCX's maximum drawdown of -33.92%. Use the drawdown chart below to compare losses from any high point for PDIAX and VIMCX.
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Drawdown Indicators
| PDIAX | VIMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.27% | -33.92% | -19.35% |
Max Drawdown (1Y)Largest decline over 1 year | -9.70% | -12.25% | +2.55% |
Max Drawdown (5Y)Largest decline over 5 years | -16.21% | -28.42% | +12.21% |
Max Drawdown (10Y)Largest decline over 10 years | -35.26% | -33.92% | -1.34% |
Current DrawdownCurrent decline from peak | -4.32% | -10.15% | +5.83% |
Average DrawdownAverage peak-to-trough decline | -8.42% | -4.87% | -3.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.89% | 4.27% | -2.38% |
Volatility
PDIAX vs. VIMCX - Volatility Comparison
The current volatility for Virtus KAR Equity Income Fund (PDIAX) is 3.98%, while Virtus KAR Mid-Cap Core Fund (VIMCX) has a volatility of 5.95%. This indicates that PDIAX experiences smaller price fluctuations and is considered to be less risky than VIMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PDIAX | VIMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 5.95% | -1.97% |
Volatility (6M)Calculated over the trailing 6-month period | 6.72% | 11.72% | -5.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.11% | 19.88% | -6.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.00% | 18.05% | -5.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.92% | 18.64% | -1.72% |