PXSGX vs. PNSAX
Compare and contrast key facts about Virtus KAR Small-Cap Growth Fund (PXSGX) and Putnam Small Cap Growth Fund (PNSAX).
PXSGX is managed by Virtus. It was launched on Jun 28, 2006. PNSAX is managed by Putnam. It was launched on Dec 31, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PXSGX or PNSAX.
Performance
PXSGX vs. PNSAX - Performance Comparison
Returns By Period
In the year-to-date period, PXSGX achieves a 19.34% return, which is significantly lower than PNSAX's 34.13% return. Over the past 10 years, PXSGX has underperformed PNSAX with an annualized return of 8.57%, while PNSAX has yielded a comparatively higher 10.63% annualized return.
PXSGX
19.34%
8.58%
23.12%
24.71%
-0.27%
8.57%
PNSAX
34.13%
6.96%
18.15%
46.82%
10.73%
10.63%
Key characteristics
| PXSGX | PNSAX | |
|---|---|---|
| Sharpe Ratio | 1.28 | 2.43 |
| Sortino Ratio | 1.82 | 3.26 |
| Omega Ratio | 1.23 | 1.39 |
| Calmar Ratio | 0.51 | 1.31 |
| Martin Ratio | 4.65 | 15.42 |
| Ulcer Index | 5.32% | 3.04% |
| Daily Std Dev | 19.36% | 19.30% |
| Max Drawdown | -53.72% | -61.15% |
| Current Drawdown | -34.69% | -5.46% |
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PXSGX vs. PNSAX - Expense Ratio Comparison
PXSGX has a 1.07% expense ratio, which is lower than PNSAX's 1.23% expense ratio.
Correlation
The correlation between PXSGX and PNSAX is 0.87, 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.
Risk-Adjusted Performance
PXSGX vs. PNSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Growth Fund (PXSGX) and Putnam Small Cap Growth Fund (PNSAX). 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. PNSAX - Dividend Comparison
Neither PXSGX nor PNSAX has paid dividends to shareholders.
Drawdowns
PXSGX vs. PNSAX - Drawdown Comparison
The maximum PXSGX drawdown since its inception was -53.72%, smaller than the maximum PNSAX drawdown of -61.15%. Use the drawdown chart below to compare losses from any high point for PXSGX and PNSAX. For additional features, visit the drawdowns tool.
Volatility
PXSGX vs. PNSAX - Volatility Comparison
Virtus KAR Small-Cap Growth Fund (PXSGX) has a higher volatility of 7.33% compared to Putnam Small Cap Growth Fund (PNSAX) at 6.81%. This indicates that PXSGX's price experiences larger fluctuations and is considered to be riskier than PNSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.