PKSFX vs. FSOPX
Compare and contrast key facts about Virtus KAR Small-Cap Core Fund (PKSFX) and Fidelity Series Small Cap Opportunities Fund (FSOPX).
PKSFX is managed by Virtus. It was launched on Oct 18, 1996. FSOPX is managed by Fidelity. It was launched on Mar 22, 2007.
Performance
PKSFX vs. FSOPX - Performance Comparison
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PKSFX vs. FSOPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PKSFX Virtus KAR Small-Cap Core Fund | -0.51% | -2.58% | 13.67% | 32.32% | -10.77% | 19.03% | 21.38% | 40.21% | -1.99% | 34.98% |
FSOPX Fidelity Series Small Cap Opportunities Fund | 0.86% | 15.81% | 15.31% | 20.38% | -17.82% | 23.39% | 17.03% | 29.92% | -8.12% | 11.10% |
Returns By Period
In the year-to-date period, PKSFX achieves a -0.51% return, which is significantly lower than FSOPX's 0.86% return. Over the past 10 years, PKSFX has outperformed FSOPX with an annualized return of 14.75%, while FSOPX has yielded a comparatively lower 11.50% annualized return.
PKSFX
- 1D
- -0.21%
- 1M
- -7.55%
- YTD
- -0.51%
- 6M
- -1.30%
- 1Y
- 2.15%
- 3Y*
- 9.64%
- 5Y*
- 7.73%
- 10Y*
- 14.75%
FSOPX
- 1D
- -1.74%
- 1M
- -8.30%
- YTD
- 0.86%
- 6M
- 6.56%
- 1Y
- 28.20%
- 3Y*
- 15.63%
- 5Y*
- 8.26%
- 10Y*
- 11.50%
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PKSFX vs. FSOPX - Expense Ratio Comparison
PKSFX has a 1.00% expense ratio, which is higher than FSOPX's 0.00% expense ratio.
Return for Risk
PKSFX vs. FSOPX — Risk / Return Rank
PKSFX
FSOPX
PKSFX vs. FSOPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Core Fund (PKSFX) and Fidelity Series Small Cap Opportunities Fund (FSOPX). 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.
| PKSFX | FSOPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | 1.26 | -1.12 |
Sortino ratioReturn per unit of downside risk | 0.35 | 1.84 | -1.49 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.25 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.09 | 1.84 | -1.75 |
Martin ratioReturn relative to average drawdown | 0.19 | 7.90 | -7.71 |
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
| PKSFX | FSOPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | 1.26 | -1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.38 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.53 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.36 | +0.20 |
Correlation
The correlation between PKSFX and FSOPX is 0.91, 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
PKSFX vs. FSOPX - Dividend Comparison
PKSFX's dividend yield for the trailing twelve months is around 14.37%, more than FSOPX's 4.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PKSFX Virtus KAR Small-Cap Core Fund | 14.37% | 14.30% | 4.07% | 4.12% | 6.65% | 12.05% | 7.45% | 4.03% | 4.33% | 0.17% | 5.69% | 19.83% |
FSOPX Fidelity Series Small Cap Opportunities Fund | 4.38% | 4.41% | 9.41% | 0.98% | 5.16% | 30.85% | 2.01% | 6.67% | 13.99% | 10.31% | 0.69% | 5.93% |
Drawdowns
PKSFX vs. FSOPX - Drawdown Comparison
The maximum PKSFX drawdown since its inception was -54.46%, smaller than the maximum FSOPX drawdown of -61.75%. Use the drawdown chart below to compare losses from any high point for PKSFX and FSOPX.
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Drawdown Indicators
| PKSFX | FSOPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.46% | -61.75% | +7.29% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -13.87% | +2.66% |
Max Drawdown (5Y)Largest decline over 5 years | -22.02% | -30.06% | +8.04% |
Max Drawdown (10Y)Largest decline over 10 years | -33.45% | -39.15% | +5.70% |
Current DrawdownCurrent decline from peak | -11.25% | -9.71% | -1.54% |
Average DrawdownAverage peak-to-trough decline | -7.17% | -10.45% | +3.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 3.22% | +1.70% |
Volatility
PKSFX vs. FSOPX - Volatility Comparison
The current volatility for Virtus KAR Small-Cap Core Fund (PKSFX) is 4.01%, while Fidelity Series Small Cap Opportunities Fund (FSOPX) has a volatility of 6.88%. This indicates that PKSFX experiences smaller price fluctuations and is considered to be less risky than FSOPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PKSFX | FSOPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 6.88% | -2.87% |
Volatility (6M)Calculated over the trailing 6-month period | 10.93% | 13.05% | -2.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.88% | 22.21% | -3.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.88% | 21.63% | -3.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.78% | 21.90% | -3.12% |