PXSGX vs. PSTAX
PXSGX (Virtus KAR Small-Cap Growth Fund) and PSTAX (Virtus KAR Capital Growth Fund) are both mutual funds - PXSGX is a Small Cap Growth Equities fund managed by Virtus, while PSTAX is a Large Cap Growth Equities fund managed by Virtus. Over the past 10 years, PXSGX returned 10.25%/yr vs 12.65%/yr for PSTAX. Their correlation of 0.82 means they have usually moved in the same direction. PXSGX charges 1.07%/yr vs 1.20%/yr for PSTAX.
Performance
PXSGX vs. PSTAX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, PXSGX achieves a -1.56% return, which is significantly lower than PSTAX's 1.26% return. Over the past 10 years, PXSGX has underperformed PSTAX with an annualized return of 10.25%, while PSTAX has yielded a comparatively higher 12.65% 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%
PSTAX
- 1D
- 1.21%
- 1M
- -3.66%
- 6M
- 3.03%
- YTD
- 1.26%
- 1Y
- 2.83%
- 3Y*
- 12.35%
- 5Y*
- 4.01%
- 10Y*
- 12.65%
- ALL TIME*
- 7.79%
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. PSTAX - 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% |
PSTAX Virtus KAR Capital Growth Fund | 1.26% | 6.85% | 25.19% | 34.35% | -35.74% | 11.70% | 46.13% | 42.83% | -8.07% | 35.13% |
Correlation
The correlation between PXSGX and PSTAX is 0.47, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.47 |
Correlation (3Y) Balances recent behavior with more history. | 0.61 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.76 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.78 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 2006 | 0.82 |
Over the past year, the correlation between PXSGX and PSTAX has dropped to 0.47 - well below their long-term average of 0.82, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
PXSGX vs. PSTAX — Risk / Return Rank
PXSGX
PSTAX
PXSGX vs. PSTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Growth Fund (PXSGX) and Virtus KAR Capital Growth Fund (PSTAX). 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 | PSTAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.79 | ||
| Sortino ratioReturn per unit of downside risk | -1.24 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 1.02 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | -0.54 | 0.04 | -0.58 |
| Martin ratioReturn relative to average drawdown | -0.89 | 0.11 | -1.01 |
Loading charts...
Drawdowns
PXSGX vs. PSTAX - Drawdown Comparison
The maximum PXSGX drawdown since its inception was -53.72%, smaller than the maximum PSTAX drawdown of -76.37%. Use the drawdown chart below to compare losses from any high point for PXSGX and PSTAX.
Loading charts...
Drawdown Indicators
| PXSGX | PSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.72% | -76.37% | +22.65% |
Max Drawdown (1Y)Largest decline over 1 year | -26.52% | -19.58% | -6.94% |
Max Drawdown (3Y)Largest decline over 3 years | -42.49% | -29.63% | -12.86% |
Max Drawdown (5Y)Largest decline over 5 years | -42.49% | -44.54% | +2.05% |
Max Drawdown (10Y)Largest decline over 10 years | -42.49% | -44.54% | +2.05% |
Current DrawdownCurrent decline from peak | -35.05% | -9.24% | -25.81% |
Average DrawdownAverage peak-to-trough decline | -11.96% | -31.78% | +19.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.12% | 6.48% | +9.64% |
Volatility
PXSGX vs. PSTAX - Volatility Comparison
Virtus KAR Small-Cap Growth Fund (PXSGX) has a higher volatility of 6.10% compared to Virtus KAR Capital Growth Fund (PSTAX) at 5.42%. This indicates that PXSGX's price experiences larger fluctuations and is considered to be riskier than PSTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| PXSGX | PSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.10% | 5.42% | +0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 13.60% | 16.42% | -2.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.16% | 19.27% | -0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.93% | 25.50% | -0.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.63% | 23.80% | -1.17% |
PXSGX vs. PSTAX - Expense Ratio Comparison
PXSGX has a 1.07% expense ratio, which is lower than PSTAX's 1.20% expense ratio.
Dividends
PXSGX vs. PSTAX - Dividend Comparison
PXSGX's dividend yield for the trailing twelve months is around 48.67%, more than PSTAX's 7.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSTAX Virtus KAR Capital Growth Fund | 7.49% | 7.58% | 14.19% | 6.07% | 23.19% | 7.73% | 3.15% | 2.71% | 11.57% | 6.28% | 8.98% | 4.59% |
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 PSTAX have a correlation of 0.47, 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 PSTAX (5.42%). In terms of maximum drawdown, PXSGX dropped -53.72% vs PSTAX's -76.37%.
PSTAX currently has the higher Sharpe Ratio (0.04 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.
Find the right allocation for PXSGX and PSTAX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer