PKSFX vs. NEEGX
Compare and contrast key facts about Virtus KAR Small-Cap Core Fund (PKSFX) and Needham Growth Fund (NEEGX).
PKSFX is managed by Virtus. It was launched on Oct 18, 1996. NEEGX is managed by Needham. It was launched on Jan 2, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PKSFX or NEEGX.
Correlation
The correlation between PKSFX and NEEGX is 0.78, 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.
Performance
PKSFX vs. NEEGX - Performance Comparison
Key characteristics
PKSFX:
0.38
NEEGX:
0.41
PKSFX:
0.63
NEEGX:
0.76
PKSFX:
1.08
NEEGX:
1.09
PKSFX:
0.61
NEEGX:
0.38
PKSFX:
1.91
NEEGX:
1.26
PKSFX:
3.57%
NEEGX:
8.64%
PKSFX:
17.80%
NEEGX:
26.88%
PKSFX:
-66.37%
NEEGX:
-60.83%
PKSFX:
-11.19%
NEEGX:
-18.02%
Returns By Period
The year-to-date returns for both investments are quite close, with PKSFX having a 10.24% return and NEEGX slightly higher at 10.75%. Over the past 10 years, PKSFX has outperformed NEEGX with an annualized return of 8.59%, while NEEGX has yielded a comparatively lower 2.90% annualized return.
PKSFX
10.24%
-7.55%
7.27%
11.87%
7.18%
8.59%
NEEGX
10.75%
0.87%
-14.85%
13.52%
7.73%
2.90%
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PKSFX vs. NEEGX - Expense Ratio Comparison
PKSFX has a 1.00% expense ratio, which is lower than NEEGX's 1.78% expense ratio.
Risk-Adjusted Performance
PKSFX vs. NEEGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Core Fund (PKSFX) and Needham Growth Fund (NEEGX). 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.
Dividends
PKSFX vs. NEEGX - Dividend Comparison
Neither PKSFX nor NEEGX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PKSFX Virtus KAR Small-Cap Core Fund | 0.00% | 0.52% | 0.27% | 0.13% | 0.13% | 0.01% | 0.14% | 0.00% | 0.00% | 0.62% | 0.00% | 0.16% |
NEEGX Needham Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PKSFX vs. NEEGX - Drawdown Comparison
The maximum PKSFX drawdown since its inception was -66.37%, which is greater than NEEGX's maximum drawdown of -60.83%. Use the drawdown chart below to compare losses from any high point for PKSFX and NEEGX. For additional features, visit the drawdowns tool.
Volatility
PKSFX vs. NEEGX - Volatility Comparison
Virtus KAR Small-Cap Core Fund (PKSFX) has a higher volatility of 7.89% compared to Needham Growth Fund (NEEGX) at 7.19%. This indicates that PKSFX's price experiences larger fluctuations and is considered to be riskier than NEEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.