PKSFX vs. VIMCX

Last updated Aug 4, 2026

PKSFX (Virtus KAR Small-Cap Core Fund) and VIMCX (Virtus KAR Mid-Cap Core Fund) are both Mid Cap Growth Equities funds from Virtus. Over the past 10 years, PKSFX returned 15.13%/yr vs 10.70%/yr for VIMCX. Their correlation of 0.90 means they have usually moved in the same direction. PKSFX charges 1.00%/yr vs 0.95%/yr for VIMCX.

Performance

PKSFX vs. VIMCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus KAR Small-Cap Core Fund (PKSFX) and Virtus KAR Mid-Cap Core Fund (VIMCX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PKSFX achieves a 7.13% return, which is significantly higher than VIMCX's 0.96% return. Over the past 10 years, PKSFX has outperformed VIMCX with an annualized return of 15.13%, while VIMCX has yielded a comparatively lower 10.70% annualized return.

PKSFX

• 1D: -0.21%
• 1M: -2.87%
• 6M: -0.76%
• YTD: 7.13%
• 1Y: 5.83%
• 3Y*: 8.78%
• 5Y*: 8.12%
• 10Y*: 15.13%
• ALL TIME*: 10.84%

VIMCX

• 1D: 0.26%
• 1M: -0.48%
• 6M: -3.46%
• YTD: 0.96%
• 1Y: 0.27%
• 3Y*: 4.58%
• 5Y*: 2.15%
• 10Y*: 10.70%
• ALL TIME*: 12.49%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
PKSFX Virtus KAR Small-Cap Core Fund	$0.00	$0.00	$0.00
VIMCX Virtus KAR Mid-Cap Core Fund	$0.00	$0.00	$0.00

PKSFX vs. VIMCX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
PKSFX Virtus KAR Small-Cap Core Fund	7.13%	-2.58%	13.67%	32.32%	-10.77%	19.03%	21.38%	40.21%	-1.99%	34.98%
VIMCX Virtus KAR Mid-Cap Core Fund	0.96%	0.72%	5.20%	22.64%	-19.75%	25.28%	26.11%	31.74%	-4.18%	24.95%

Correlation

The correlation between PKSFX and VIMCX is 0.85, 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.	0.85
Correlation (3Y) Balances recent behavior with more history.	0.87
Correlation (5Y) Shows whether the relationship held over a longer period.	0.89
Correlation (10Y) Provides a long-term view across more market conditions.	0.89
Correlation (All Time) Calculated using the full available price history since Jun 23, 2009	0.90

The correlation between PKSFX and VIMCX has been stable across timeframes, ranging from 0.85 to 0.90 - a consistent structural relationship.

Return for Risk

PKSFX vs. VIMCX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

PKSFX

PKSFX Risk / Return Rank: 8
PKSFX Sharpe Ratio Rank: 8
PKSFX Sortino Ratio Rank: 8
PKSFX Omega Ratio Rank: 7
PKSFX Calmar Ratio Rank: 8
PKSFX Martin Ratio Rank: 7

VIMCX

VIMCX Risk / Return Rank: 4
VIMCX Sharpe Ratio Rank: 4
VIMCX Sortino Ratio Rank: 4
VIMCX Omega Ratio Rank: 4
VIMCX Calmar Ratio Rank: 4
VIMCX Martin Ratio Rank: 4

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

PKSFX vs. VIMCX - 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 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.

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.

	PKSFX	VIMCX	Difference
Sharpe ratio: Return per unit of total volatility	0.29	-0.02	+0.31
Sortino ratio: Return per unit of downside risk	0.56	0.10	+0.47
Omega ratio: Gain probability vs. loss probability	1.06	1.01	+0.05
Calmar ratio: Return relative to maximum drawdown	0.41	-0.02	+0.43
Martin ratio: Return relative to average drawdown	0.82	-0.05	+0.87

PKSFX vs. VIMCX - Sharpe Ratio Comparison

The current PKSFX Sharpe Ratio is 0.29, which is higher than the VIMCX Sharpe Ratio of -0.02. The chart below compares the historical Sharpe Ratios of PKSFX and VIMCX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

PKSFX vs. VIMCX - Drawdown Comparison

The maximum PKSFX drawdown since its inception was -54.46%, which is greater than VIMCX's maximum drawdown of -33.92%. Use the drawdown chart below to compare losses from any high point for PKSFX and VIMCX.

Drawdown Indicators

	PKSFX	VIMCX	Difference
Max Drawdown Largest peak-to-trough decline	-54.46%	-33.92%	-20.54%
Max Drawdown (1Y) Largest decline over 1 year	-11.19%	-12.14%	+0.95%
Max Drawdown (3Y) Largest decline over 3 years	-21.82%	-20.32%	-1.50%
Max Drawdown (5Y) Largest decline over 5 years	-22.02%	-28.42%	+6.40%
Max Drawdown (10Y) Largest decline over 10 years	-33.45%	-33.92%	+0.47%
Current Drawdown Current decline from peak	-4.43%	-5.63%	+1.20%
Average Drawdown Average peak-to-trough decline	-7.15%	-4.89%	-2.26%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.62%	4.86%	+0.76%

Volatility

PKSFX vs. VIMCX - Volatility Comparison

Virtus KAR Small-Cap Core Fund (PKSFX) has a higher volatility of 4.20% compared to Virtus KAR Mid-Cap Core Fund (VIMCX) at 3.84%. This indicates that PKSFX's price experiences larger fluctuations and is considered to be riskier than VIMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PKSFX	VIMCX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.20%	3.84%	+0.36%
Volatility (6M) Calculated over the trailing 6-month period	11.00%	12.41%	-1.41%
Volatility (1Y) Calculated over the trailing 1-year period	15.68%	16.35%	-0.67%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.99%	18.21%	-0.22%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.80%	18.66%	+0.14%

PKSFX vs. VIMCX - Expense Ratio Comparison

PKSFX has a 1.00% expense ratio, which is higher than VIMCX's 0.95% expense ratio.

Dividends

PKSFX vs. VIMCX - Dividend Comparison

PKSFX's dividend yield for the trailing twelve months is around 13.35%, more than VIMCX's 4.37% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PKSFX Virtus KAR Small-Cap Core Fund	13.35%	14.30%	4.07%	4.12%	6.65%	12.05%	7.45%	4.03%	4.33%	0.17%	5.69%	19.83%
VIMCX Virtus KAR Mid-Cap Core Fund	4.37%	4.41%	0.00%	2.36%	0.23%	1.58%	0.67%	0.94%	0.77%	0.29%	0.00%	0.63%

Frequently Asked Questions

Can I hold both PKSFX and VIMCX in my portfolio?

PKSFX and VIMCX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PKSFX or VIMCX?

PKSFX has higher volatility (4.20%) compared to VIMCX (3.84%). In terms of maximum drawdown, PKSFX dropped -54.46% vs VIMCX's -33.92%.

Which has better risk-adjusted returns?

PKSFX currently has the higher Sharpe Ratio (0.29 vs -0.02), 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.