PXSGX vs. FSMAX

In the year-to-date period, PXSGX achieves a -8.95% return, which is significantly lower than FSMAX's -3.09% return. Over the past 10 years, PXSGX has outperformed FSMAX with an annualized return of 12.39%, while FSMAX has yielded a comparatively lower 8.49% annualized return.

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PXSGX has a 1.07% expense ratio, which is higher than FSMAX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Growth Fund (PXSGX) and Fidelity Extended Market Index Fund (FSMAX). 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.

The current PXSGX Sharpe Ratio is 0.17, which is lower than the FSMAX Sharpe Ratio of 0.40. The chart below compares the historical Sharpe Ratios of PXSGX and FSMAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PXSGX's dividend yield for the trailing twelve months is around 11.38%, more than FSMAX's 0.50% yield.

The maximum PXSGX drawdown since its inception was -53.71%, which is greater than FSMAX's maximum drawdown of -41.67%. Use the drawdown chart below to compare losses from any high point for PXSGX and FSMAX.

Virtus KAR Small-Cap Growth Fund (PXSGX) and Fidelity Extended Market Index Fund (FSMAX) have volatilities of 5.98% and 6.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.