PXSGX vs. PKSFX

In the year-to-date period, PXSGX achieves a -9.01% return, which is significantly lower than PKSFX's -3.42% return. Over the past 10 years, PXSGX has underperformed PKSFX with an annualized return of 12.39%, while PKSFX has yielded a comparatively higher 15.01% annualized return.

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PXSGX has a 1.07% expense ratio, which is higher than PKSFX's 1.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Growth Fund (PXSGX) and Virtus KAR Small-Cap Core Fund (PKSFX). 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 PKSFX Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of PXSGX and PKSFX, 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 11.39%, more than PKSFX's 4.21% yield.

The maximum PXSGX drawdown since its inception was -53.71%, roughly equal to the maximum PKSFX drawdown of -54.46%. Use the drawdown chart below to compare losses from any high point for PXSGX and PKSFX.

Virtus KAR Small-Cap Growth Fund (PXSGX) and Virtus KAR Small-Cap Core Fund (PKSFX) have volatilities of 5.98% and 5.94%, 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.