PXSGX vs. FSMAX
Compare and contrast key facts about Virtus KAR Small-Cap Growth Fund (PXSGX) and Fidelity Extended Market Index Fund (FSMAX).
PXSGX is managed by Virtus. It was launched on Jun 28, 2006. FSMAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PXSGX or FSMAX.
Key characteristics
| PXSGX | FSMAX | |
|---|---|---|
| YTD Return | 6.90% | 8.57% |
| 1Y Return | 10.23% | 21.32% |
| 3Y Return (Ann) | -4.21% | -0.62% |
| 5Y Return (Ann) | 7.11% | 9.69% |
| 10Y Return (Ann) | 14.68% | 9.13% |
| Sharpe Ratio | 0.60 | 1.14 |
| Daily Std Dev | 18.38% | 18.72% |
| Max Drawdown | -53.72% | -41.67% |
| Current Drawdown | -17.08% | -8.01% |
Correlation
The correlation between PXSGX and FSMAX is 0.88, 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
PXSGX vs. FSMAX - Performance Comparison
In the year-to-date period, PXSGX achieves a 6.90% return, which is significantly lower than FSMAX's 8.57% return. Over the past 10 years, PXSGX has outperformed FSMAX with an annualized return of 14.68%, while FSMAX has yielded a comparatively lower 9.13% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PXSGX vs. FSMAX - Expense Ratio Comparison
PXSGX has a 1.07% expense ratio, which is higher than FSMAX's 0.04% expense ratio.
Risk-Adjusted Performance
PXSGX vs. FSMAX - Risk-Adjusted Performance Comparison
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.
Dividends
PXSGX vs. FSMAX - Dividend Comparison
PXSGX's dividend yield for the trailing twelve months is around 4.97%, more than FSMAX's 0.98% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PXSGX Virtus KAR Small-Cap Growth Fund | 4.97% | 5.31% | 17.32% | 14.31% | 9.64% | 1.52% | 2.31% | 0.00% | 2.69% | 2.99% | 10.36% | 2.69% |
FSMAX Fidelity Extended Market Index Fund | 0.98% | 1.17% | 1.90% | 7.49% | 2.14% | 4.30% | 6.09% | 5.61% | 4.85% | 6.58% | 5.43% | 4.09% |
Drawdowns
PXSGX vs. FSMAX - Drawdown Comparison
The maximum PXSGX drawdown since its inception was -53.72%, 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. For additional features, visit the drawdowns tool.
Volatility
PXSGX vs. FSMAX - Volatility Comparison
The current volatility for Virtus KAR Small-Cap Growth Fund (PXSGX) is 4.67%, while Fidelity Extended Market Index Fund (FSMAX) has a volatility of 5.96%. This indicates that PXSGX experiences smaller price fluctuations and is considered to be less risky than FSMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.