PXSGX vs. FSMAX

In the year-to-date period, PXSGX achieves a -6.77% return, which is significantly lower than FSMAX's -2.85% return. Both investments have delivered pretty close results over the past 10 years, with PXSGX having a 5.86% annualized return and FSMAX not far behind at 5.64%.

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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 -0.20, which is lower than the FSMAX Sharpe Ratio of 0.37. 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 has not paid dividends to shareholders, while FSMAX's dividend yield for the trailing twelve months is around 0.50%.

The maximum PXSGX drawdown since its inception was -56.38%, 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.

Virtus KAR Small-Cap Growth Fund (PXSGX) has a higher volatility of 7.08% compared to Fidelity Extended Market Index Fund (FSMAX) at 6.70%. This indicates that PXSGX's price experiences larger fluctuations and is considered to be riskier than FSMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.