PKSFX vs. PDIAX
Compare and contrast key facts about Virtus KAR Small-Cap Core Fund (PKSFX) and Virtus KAR Equity Income Fund (PDIAX).
PKSFX is managed by Virtus. It was launched on Oct 18, 1996. PDIAX is managed by Virtus. It was launched on Sep 25, 1997.
Performance
PKSFX vs. PDIAX - Performance Comparison
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PKSFX vs. PDIAX - 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% |
PDIAX Virtus KAR Equity Income Fund | 1.27% | 13.45% | 9.10% | 1.08% | -2.58% | 17.04% | 14.51% | 28.11% | -12.69% | 22.45% |
Returns By Period
In the year-to-date period, PKSFX achieves a -0.51% return, which is significantly lower than PDIAX's 1.27% return. Over the past 10 years, PKSFX has outperformed PDIAX with an annualized return of 14.75%, while PDIAX has yielded a comparatively lower 9.54% 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%
PDIAX
- 1D
- 0.14%
- 1M
- -6.09%
- YTD
- 1.27%
- 6M
- 0.93%
- 1Y
- 11.90%
- 3Y*
- 8.66%
- 5Y*
- 6.17%
- 10Y*
- 9.54%
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PKSFX vs. PDIAX - Expense Ratio Comparison
PKSFX has a 1.00% expense ratio, which is lower than PDIAX's 1.20% expense ratio.
Return for Risk
PKSFX vs. PDIAX — Risk / Return Rank
PKSFX
PDIAX
PKSFX vs. PDIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Core Fund (PKSFX) and Virtus KAR Equity Income Fund (PDIAX). 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 | PDIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | 1.01 | -0.87 |
Sortino ratioReturn per unit of downside risk | 0.35 | 1.51 | -1.16 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.22 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.09 | 1.25 | -1.16 |
Martin ratioReturn relative to average drawdown | 0.19 | 6.48 | -6.28 |
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 | PDIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | 1.01 | -0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.48 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.57 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.40 | +0.15 |
Correlation
The correlation between PKSFX and PDIAX is 0.82, 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. PDIAX - Dividend Comparison
PKSFX's dividend yield for the trailing twelve months is around 14.37%, more than PDIAX's 6.80% 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% |
PDIAX Virtus KAR Equity Income Fund | 6.80% | 6.52% | 2.88% | 2.71% | 5.83% | 4.16% | 35.18% | 0.95% | 1.20% | 15.53% | 3.60% | 19.74% |
Drawdowns
PKSFX vs. PDIAX - Drawdown Comparison
The maximum PKSFX drawdown since its inception was -54.46%, roughly equal to the maximum PDIAX drawdown of -53.27%. Use the drawdown chart below to compare losses from any high point for PKSFX and PDIAX.
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Drawdown Indicators
| PKSFX | PDIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.46% | -53.27% | -1.19% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -9.70% | -1.51% |
Max Drawdown (5Y)Largest decline over 5 years | -22.02% | -16.21% | -5.81% |
Max Drawdown (10Y)Largest decline over 10 years | -33.45% | -35.26% | +1.81% |
Current DrawdownCurrent decline from peak | -11.25% | -6.09% | -5.16% |
Average DrawdownAverage peak-to-trough decline | -7.17% | -8.42% | +1.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 1.87% | +3.05% |
Volatility
PKSFX vs. PDIAX - Volatility Comparison
Virtus KAR Small-Cap Core Fund (PKSFX) has a higher volatility of 4.01% compared to Virtus KAR Equity Income Fund (PDIAX) at 3.34%. This indicates that PKSFX's price experiences larger fluctuations and is considered to be riskier than PDIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PKSFX | PDIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 3.34% | +0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 10.93% | 6.45% | +4.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.88% | 13.01% | +5.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.88% | 12.98% | +4.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.78% | 16.91% | +1.87% |