PXSGX vs. NBGNX
PXSGX (Virtus KAR Small-Cap Growth Fund) and NBGNX (Neuberger Berman Genesis Fund) are both Small Cap Growth Equities funds. Over the past 10 years, PXSGX returned 10.25%/yr vs 9.51%/yr for NBGNX. Their correlation of 0.88 means they have usually moved in the same direction. PXSGX charges 1.07%/yr vs 0.99%/yr for NBGNX.
Performance
PXSGX vs. NBGNX - Performance Comparison
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Returns By Period
In the year-to-date period, PXSGX achieves a -1.56% return, which is significantly lower than NBGNX's 13.10% return. Over the past 10 years, PXSGX has outperformed NBGNX with an annualized return of 10.25%, while NBGNX has yielded a comparatively lower 9.51% annualized return.
PXSGX
- 1D
- 0.12%
- 1M
- -0.18%
- 6M
- -4.70%
- YTD
- -1.56%
- 1Y
- -13.56%
- 3Y*
- -2.84%
- 5Y*
- -5.11%
- 10Y*
- 10.25%
- ALL TIME*
- 9.33%
NBGNX
- 1D
- 0.46%
- 1M
- -0.07%
- 6M
- 6.75%
- YTD
- 13.10%
- 1Y
- 13.32%
- 3Y*
- 5.83%
- 5Y*
- 2.93%
- 10Y*
- 9.51%
- ALL TIME*
- 11.38%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PXSGX vs. NBGNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PXSGX Virtus KAR Small-Cap Growth Fund | -1.56% | -22.97% | 21.11% | 20.27% | -30.04% | 4.47% | 43.46% | 40.26% | 9.05% | 36.99% |
NBGNX Neuberger Berman Genesis Fund | 13.10% | -4.70% | 9.04% | 15.57% | -19.49% | 18.07% | 24.86% | 29.47% | -6.91% | 15.83% |
Correlation
The correlation between PXSGX and NBGNX is 0.79, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.79 |
Correlation (3Y) Balances recent behavior with more history. | 0.84 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 2006 | 0.88 |
The correlation between PXSGX and NBGNX has been stable across timeframes, ranging from 0.79 to 0.88 - a consistent structural relationship.
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Return for Risk
PXSGX vs. NBGNX — Risk / Return Rank
PXSGX
NBGNX
PXSGX vs. NBGNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Growth Fund (PXSGX) and Neuberger Berman Genesis Fund (NBGNX). 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.
| PXSGX | NBGNX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.49 | ||
| Sortino ratioReturn per unit of downside risk | -2.28 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 1.13 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | -0.54 | 1.11 | -1.65 |
| Martin ratioReturn relative to average drawdown | -0.89 | 2.95 | -3.84 |
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Drawdowns
PXSGX vs. NBGNX - Drawdown Comparison
The maximum PXSGX drawdown since its inception was -53.72%, roughly equal to the maximum NBGNX drawdown of -51.75%. Use the drawdown chart below to compare losses from any high point for PXSGX and NBGNX.
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Drawdown Indicators
| PXSGX | NBGNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.72% | -51.75% | -1.97% |
Max Drawdown (1Y)Largest decline over 1 year | -26.52% | -10.77% | -15.75% |
Max Drawdown (3Y)Largest decline over 3 years | -42.49% | -27.51% | -14.98% |
Max Drawdown (5Y)Largest decline over 5 years | -42.49% | -28.33% | -14.16% |
Max Drawdown (10Y)Largest decline over 10 years | -42.49% | -34.53% | -7.96% |
Current DrawdownCurrent decline from peak | -35.05% | -3.66% | -31.39% |
Average DrawdownAverage peak-to-trough decline | -11.96% | -7.15% | -4.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.12% | 4.04% | +12.08% |
Volatility
PXSGX vs. NBGNX - Volatility Comparison
Virtus KAR Small-Cap Growth Fund (PXSGX) has a higher volatility of 6.10% compared to Neuberger Berman Genesis Fund (NBGNX) at 3.76%. This indicates that PXSGX's price experiences larger fluctuations and is considered to be riskier than NBGNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PXSGX | NBGNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.10% | 3.76% | +2.34% |
Volatility (6M)Calculated over the trailing 6-month period | 13.60% | 11.36% | +2.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.16% | 16.31% | +2.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.93% | 19.69% | +5.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.63% | 20.20% | +2.43% |
PXSGX vs. NBGNX - Expense Ratio Comparison
PXSGX has a 1.07% expense ratio, which is higher than NBGNX's 0.99% expense ratio.
Dividends
PXSGX vs. NBGNX - Dividend Comparison
PXSGX's dividend yield for the trailing twelve months is around 48.67%, more than NBGNX's 14.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBGNX Neuberger Berman Genesis Fund | 14.46% | 16.36% | 2.15% | 3.03% | 11.05% | 10.92% | 3.84% | 5.82% | 12.24% | 13.89% | 11.21% | 18.52% |
PXSGX Virtus KAR Small-Cap Growth Fund | 48.67% | 47.91% | 20.72% | 5.31% | 17.32% | 14.31% | 9.64% | 1.52% | 2.31% | 0.00% | 2.69% | 2.99% |
Frequently Asked Questions
PXSGX and NBGNX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PXSGX has higher volatility (6.10%) compared to NBGNX (3.76%). In terms of maximum drawdown, PXSGX dropped -53.72% vs NBGNX's -51.75%.
NBGNX currently has the higher Sharpe Ratio (0.73 vs -0.76), 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.
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