SAMHX vs. PHYSX
Compare and contrast key facts about Virtus Seix High Yield Fund (SAMHX) and PIA High Yield Fund (PHYSX).
SAMHX is managed by Virtus. It was launched on Dec 29, 2000. PHYSX is managed by PIA Mutual Funds. It was launched on Dec 31, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SAMHX or PHYSX.
Correlation
The correlation between SAMHX and PHYSX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SAMHX vs. PHYSX - Performance Comparison
Key characteristics
SAMHX:
2.73
PHYSX:
3.98
SAMHX:
4.79
PHYSX:
5.86
SAMHX:
1.69
PHYSX:
1.94
SAMHX:
4.66
PHYSX:
9.47
SAMHX:
16.85
PHYSX:
38.50
SAMHX:
0.49%
PHYSX:
0.27%
SAMHX:
3.02%
PHYSX:
2.66%
SAMHX:
-27.61%
PHYSX:
-19.86%
SAMHX:
-0.13%
PHYSX:
0.00%
Returns By Period
In the year-to-date period, SAMHX achieves a 1.10% return, which is significantly higher than PHYSX's 0.72% return. Over the past 10 years, SAMHX has underperformed PHYSX with an annualized return of 4.64%, while PHYSX has yielded a comparatively higher 5.65% annualized return.
SAMHX
1.10%
0.72%
3.66%
8.24%
4.46%
4.64%
PHYSX
0.72%
0.39%
4.31%
10.44%
5.55%
5.65%
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SAMHX vs. PHYSX - Expense Ratio Comparison
SAMHX has a 0.64% expense ratio, which is lower than PHYSX's 0.86% expense ratio.
Risk-Adjusted Performance
SAMHX vs. PHYSX — Risk-Adjusted Performance Rank
SAMHX
PHYSX
SAMHX vs. PHYSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Seix High Yield Fund (SAMHX) and PIA High Yield Fund (PHYSX). 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
SAMHX vs. PHYSX - Dividend Comparison
SAMHX's dividend yield for the trailing twelve months is around 6.85%, less than PHYSX's 7.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAMHX Virtus Seix High Yield Fund | 6.85% | 6.82% | 6.07% | 5.42% | 4.16% | 4.55% | 4.79% | 5.84% | 5.46% | 5.70% | 6.07% | 6.68% |
PHYSX PIA High Yield Fund | 7.65% | 7.68% | 7.40% | 8.23% | 6.13% | 6.30% | 6.61% | 6.52% | 6.39% | 6.10% | 6.41% | 5.82% |
Drawdowns
SAMHX vs. PHYSX - Drawdown Comparison
The maximum SAMHX drawdown since its inception was -27.61%, which is greater than PHYSX's maximum drawdown of -19.86%. Use the drawdown chart below to compare losses from any high point for SAMHX and PHYSX. For additional features, visit the drawdowns tool.
Volatility
SAMHX vs. PHYSX - Volatility Comparison
Virtus Seix High Yield Fund (SAMHX) has a higher volatility of 0.72% compared to PIA High Yield Fund (PHYSX) at 0.67%. This indicates that SAMHX's price experiences larger fluctuations and is considered to be riskier than PHYSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.