PXQSX vs. FSSNX
Compare and contrast key facts about Virtus KAR Small-Cap Value Fund (PXQSX) and Fidelity Small Cap Index Fund (FSSNX).
PXQSX is managed by Virtus. It was launched on Jun 28, 2006. FSSNX is managed by Fidelity. It was launched on Sep 8, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PXQSX or FSSNX.
Correlation
The correlation between PXQSX and FSSNX 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.
Performance
PXQSX vs. FSSNX - Performance Comparison
Key characteristics
PXQSX:
0.46
FSSNX:
0.78
PXQSX:
0.76
FSSNX:
1.24
PXQSX:
1.10
FSSNX:
1.15
PXQSX:
0.36
FSSNX:
0.80
PXQSX:
1.38
FSSNX:
3.49
PXQSX:
6.08%
FSSNX:
4.45%
PXQSX:
18.30%
FSSNX:
19.71%
PXQSX:
-55.67%
FSSNX:
-44.52%
PXQSX:
-11.76%
FSSNX:
-5.90%
Returns By Period
The year-to-date returns for both investments are quite close, with PXQSX having a 2.71% return and FSSNX slightly higher at 2.82%. Over the past 10 years, PXQSX has underperformed FSSNX with an annualized return of 5.79%, while FSSNX has yielded a comparatively higher 6.63% annualized return.
PXQSX
2.71%
-0.04%
5.87%
7.64%
5.81%
5.79%
FSSNX
2.82%
0.71%
7.68%
14.34%
7.16%
6.63%
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PXQSX vs. FSSNX - Expense Ratio Comparison
PXQSX has a 0.96% expense ratio, which is higher than FSSNX's 0.03% expense ratio.
Risk-Adjusted Performance
PXQSX vs. FSSNX — Risk-Adjusted Performance Rank
PXQSX
FSSNX
PXQSX vs. FSSNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Value Fund (PXQSX) and Fidelity Small Cap Index Fund (FSSNX). 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
PXQSX vs. FSSNX - Dividend Comparison
PXQSX's dividend yield for the trailing twelve months is around 0.73%, less than FSSNX's 1.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PXQSX Virtus KAR Small-Cap Value Fund | 0.73% | 0.75% | 0.62% | 0.62% | 0.14% | 0.83% | 0.80% | 1.33% | 0.32% | 1.90% | 1.00% | 0.44% |
FSSNX Fidelity Small Cap Index Fund | 1.00% | 1.03% | 1.43% | 1.26% | 1.26% | 0.94% | 1.32% | 1.33% | 1.15% | 1.24% | 2.80% | 4.80% |
Drawdowns
PXQSX vs. FSSNX - Drawdown Comparison
The maximum PXQSX drawdown since its inception was -55.67%, which is greater than FSSNX's maximum drawdown of -44.52%. Use the drawdown chart below to compare losses from any high point for PXQSX and FSSNX. For additional features, visit the drawdowns tool.
Volatility
PXQSX vs. FSSNX - Volatility Comparison
The current volatility for Virtus KAR Small-Cap Value Fund (PXQSX) is 3.73%, while Fidelity Small Cap Index Fund (FSSNX) has a volatility of 4.15%. This indicates that PXQSX experiences smaller price fluctuations and is considered to be less risky than FSSNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.