SAMBX vs. STCIX
Compare and contrast key facts about Virtus Seix Floating Rate High Income Fund (SAMBX) and Virtus Silvant Large-Cap Growth Stock Fund (STCIX).
SAMBX is managed by Virtus. It was launched on Feb 28, 2006. STCIX is managed by Virtus. It was launched on Jun 9, 1992.
Performance
SAMBX vs. STCIX - Performance Comparison
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SAMBX vs. STCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAMBX Virtus Seix Floating Rate High Income Fund | -0.19% | 5.88% | 7.03% | 11.21% | -0.86% | 4.86% | 0.41% | 6.66% | 0.24% | 3.89% |
STCIX Virtus Silvant Large-Cap Growth Stock Fund | -14.37% | 18.87% | 32.68% | 48.92% | -29.37% | 23.90% | 36.00% | 34.08% | -1.12% | 26.84% |
Returns By Period
In the year-to-date period, SAMBX achieves a -0.19% return, which is significantly higher than STCIX's -14.37% return. Over the past 10 years, SAMBX has underperformed STCIX with an annualized return of 4.74%, while STCIX has yielded a comparatively higher 14.84% annualized return.
SAMBX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- -0.19%
- 6M
- 1.53%
- 1Y
- 5.58%
- 3Y*
- 6.95%
- 5Y*
- 5.16%
- 10Y*
- 4.74%
STCIX
- 1D
- -0.34%
- 1M
- -8.75%
- YTD
- -14.37%
- 6M
- -12.23%
- 1Y
- 12.53%
- 3Y*
- 19.67%
- 5Y*
- 11.56%
- 10Y*
- 14.84%
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SAMBX vs. STCIX - Expense Ratio Comparison
SAMBX has a 0.64% expense ratio, which is lower than STCIX's 1.23% expense ratio.
Return for Risk
SAMBX vs. STCIX — Risk / Return Rank
SAMBX
STCIX
SAMBX vs. STCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Seix Floating Rate High Income Fund (SAMBX) and Virtus Silvant Large-Cap Growth Stock Fund (STCIX). 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.
| SAMBX | STCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.10 | 0.57 | +1.52 |
Sortino ratioReturn per unit of downside risk | 3.61 | 0.99 | +2.62 |
Omega ratioGain probability vs. loss probability | 1.70 | 1.14 | +0.56 |
Calmar ratioReturn relative to maximum drawdown | 2.54 | 0.59 | +1.95 |
Martin ratioReturn relative to average drawdown | 11.64 | 2.22 | +9.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SAMBX | STCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.10 | 0.57 | +1.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.78 | 0.53 | +1.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.21 | 0.69 | +0.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.17 | 0.50 | +0.67 |
Correlation
The correlation between SAMBX and STCIX is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SAMBX vs. STCIX - Dividend Comparison
SAMBX's dividend yield for the trailing twelve months is around 7.07%, more than STCIX's 2.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAMBX Virtus Seix Floating Rate High Income Fund | 7.07% | 7.78% | 8.21% | 8.21% | 5.34% | 3.03% | 4.03% | 5.28% | 5.15% | 4.28% | 4.79% | 4.91% |
STCIX Virtus Silvant Large-Cap Growth Stock Fund | 2.51% | 2.15% | 1.15% | 3.61% | 7.72% | 12.40% | 11.52% | 14.30% | 19.54% | 52.96% | 17.29% | 9.82% |
Drawdowns
SAMBX vs. STCIX - Drawdown Comparison
The maximum SAMBX drawdown since its inception was -24.74%, smaller than the maximum STCIX drawdown of -51.58%. Use the drawdown chart below to compare losses from any high point for SAMBX and STCIX.
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Drawdown Indicators
| SAMBX | STCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.74% | -51.58% | +26.84% |
Max Drawdown (1Y)Largest decline over 1 year | -2.22% | -16.20% | +13.98% |
Max Drawdown (5Y)Largest decline over 5 years | -5.66% | -33.44% | +27.78% |
Max Drawdown (10Y)Largest decline over 10 years | -20.91% | -33.44% | +12.53% |
Current DrawdownCurrent decline from peak | -0.32% | -16.20% | +15.88% |
Average DrawdownAverage peak-to-trough decline | -1.60% | -10.17% | +8.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.51% | 4.34% | -3.83% |
Volatility
SAMBX vs. STCIX - Volatility Comparison
The current volatility for Virtus Seix Floating Rate High Income Fund (SAMBX) is 0.69%, while Virtus Silvant Large-Cap Growth Stock Fund (STCIX) has a volatility of 5.47%. This indicates that SAMBX experiences smaller price fluctuations and is considered to be less risky than STCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SAMBX | STCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.69% | 5.47% | -4.78% |
Volatility (6M)Calculated over the trailing 6-month period | 1.77% | 11.84% | -10.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.92% | 21.96% | -19.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.92% | 21.91% | -18.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.93% | 21.70% | -17.77% |