PXSGX vs. VSGAX
PXSGX (Virtus KAR Small-Cap Growth Fund) and VSGAX (Vanguard Small-Cap Growth Index Fund Admiral Shares) are both Small Cap Growth Equities funds. Over the past 10 years, PXSGX returned 10.25%/yr vs 10.89%/yr for VSGAX. Their correlation of 0.86 means they have usually moved in the same direction. PXSGX charges 1.07%/yr vs 0.07%/yr for VSGAX.
Performance
PXSGX vs. VSGAX - 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 VSGAX's 13.00% return. Over the past 10 years, PXSGX has underperformed VSGAX with an annualized return of 10.25%, while VSGAX has yielded a comparatively higher 10.89% 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%
VSGAX
- 1D
- -0.30%
- 1M
- -4.98%
- 6M
- 8.31%
- YTD
- 13.00%
- 1Y
- 23.18%
- 3Y*
- 13.32%
- 5Y*
- 4.11%
- 10Y*
- 10.89%
- ALL TIME*
- 11.92%
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. VSGAX - 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% |
VSGAX Vanguard Small-Cap Growth Index Fund Admiral Shares | 13.00% | 8.44% | 14.94% | 23.04% | -28.39% | 5.70% | 35.26% | 32.76% | -5.69% | 21.92% |
Correlation
The correlation between PXSGX and VSGAX is 0.55, 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. | 0.55 |
Correlation (3Y) Balances recent behavior with more history. | 0.74 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.83 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Sep 27, 2011 | 0.86 |
Over the past year, the correlation between PXSGX and VSGAX has dropped to 0.55 - well below their long-term average of 0.86, suggesting their price drivers have been diverging.
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Return for Risk
PXSGX vs. VSGAX — Risk / Return Rank
PXSGX
VSGAX
PXSGX vs. VSGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Growth Fund (PXSGX) and Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX). 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 | VSGAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.78 | ||
| Sortino ratioReturn per unit of downside risk | -2.58 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 1.18 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | -0.54 | 1.86 | -2.41 |
| Martin ratioReturn relative to average drawdown | -0.89 | 6.29 | -7.18 |
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Drawdowns
PXSGX vs. VSGAX - Drawdown Comparison
The maximum PXSGX drawdown since its inception was -53.72%, which is greater than VSGAX's maximum drawdown of -38.70%. Use the drawdown chart below to compare losses from any high point for PXSGX and VSGAX.
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Drawdown Indicators
| PXSGX | VSGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.72% | -38.70% | -15.02% |
Max Drawdown (1Y)Largest decline over 1 year | -26.52% | -11.37% | -15.15% |
Max Drawdown (3Y)Largest decline over 3 years | -42.49% | -27.47% | -15.02% |
Max Drawdown (5Y)Largest decline over 5 years | -42.49% | -38.36% | -4.13% |
Max Drawdown (10Y)Largest decline over 10 years | -42.49% | -38.70% | -3.79% |
Current DrawdownCurrent decline from peak | -35.05% | -6.94% | -28.11% |
Average DrawdownAverage peak-to-trough decline | -11.96% | -8.49% | -3.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.12% | 3.37% | +12.75% |
Volatility
PXSGX vs. VSGAX - Volatility Comparison
Virtus KAR Small-Cap Growth Fund (PXSGX) has a higher volatility of 6.10% compared to Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) at 5.18%. This indicates that PXSGX's price experiences larger fluctuations and is considered to be riskier than VSGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PXSGX | VSGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.10% | 5.18% | +0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 13.60% | 16.10% | -2.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.16% | 20.70% | -1.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.93% | 23.73% | +1.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.63% | 23.05% | -0.42% |
PXSGX vs. VSGAX - Expense Ratio Comparison
PXSGX has a 1.07% expense ratio, which is higher than VSGAX's 0.07% expense ratio.
Dividends
PXSGX vs. VSGAX - Dividend Comparison
PXSGX's dividend yield for the trailing twelve months is around 48.67%, more than VSGAX's 0.44% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VSGAX Vanguard Small-Cap Growth Index Fund Admiral Shares | 0.44% | 0.54% | 0.54% | 0.67% | 0.55% | 0.36% | 0.44% | 0.57% | 0.79% | 0.81% | 1.08% | 0.98% |
Frequently Asked Questions
PXSGX and VSGAX have a correlation of 0.55, 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 VSGAX (5.18%). In terms of maximum drawdown, PXSGX dropped -53.72% vs VSGAX's -38.70%.
VSGAX currently has the higher Sharpe Ratio (1.03 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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