SCETX vs. GTSGX
Compare and contrast key facts about Virtus Ceredex Small-Cap Value Equity Fund (SCETX) and Madison Mid Cap Fund (GTSGX).
SCETX is managed by Virtus. It was launched on Jan 31, 1997. GTSGX is managed by Madison Funds. It was launched on Jul 21, 1983.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCETX or GTSGX.
Key characteristics
| SCETX | GTSGX | |
|---|---|---|
| YTD Return | 12.26% | 11.61% |
| 1Y Return | 20.97% | 24.17% |
| 3Y Return (Ann) | 8.01% | 10.92% |
| 5Y Return (Ann) | 8.71% | 12.08% |
| 10Y Return (Ann) | 2.74% | 11.91% |
| Sharpe Ratio | 1.17 | 1.74 |
| Daily Std Dev | 17.35% | 13.63% |
| Max Drawdown | -72.45% | -38.25% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between SCETX and GTSGX 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.
Performance
SCETX vs. GTSGX - Performance Comparison
In the year-to-date period, SCETX achieves a 12.26% return, which is significantly higher than GTSGX's 11.61% return. Over the past 10 years, SCETX has underperformed GTSGX with an annualized return of 2.74%, while GTSGX has yielded a comparatively higher 11.91% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SCETX vs. GTSGX - Expense Ratio Comparison
SCETX has a 1.15% expense ratio, which is higher than GTSGX's 0.95% expense ratio.
Risk-Adjusted Performance
SCETX vs. GTSGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Ceredex Small-Cap Value Equity Fund (SCETX) and Madison Mid Cap Fund (GTSGX). 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
SCETX vs. GTSGX - Dividend Comparison
SCETX's dividend yield for the trailing twelve months is around 9.11%, more than GTSGX's 1.12% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCETX Virtus Ceredex Small-Cap Value Equity Fund | 9.11% | 11.38% | 22.49% | 18.08% | 1.29% | 5.64% | 19.10% | 17.59% | 1.03% | 1.94% | 1.01% | 0.78% |
GTSGX Madison Mid Cap Fund | 1.12% | 1.25% | 1.96% | 4.38% | 3.43% | 3.74% | 7.57% | 3.58% | 4.34% | 6.09% | 20.06% | 7.05% |
Drawdowns
SCETX vs. GTSGX - Drawdown Comparison
The maximum SCETX drawdown since its inception was -72.45%, which is greater than GTSGX's maximum drawdown of -38.25%. Use the drawdown chart below to compare losses from any high point for SCETX and GTSGX. For additional features, visit the drawdowns tool.
Volatility
SCETX vs. GTSGX - Volatility Comparison
Virtus Ceredex Small-Cap Value Equity Fund (SCETX) has a higher volatility of 5.37% compared to Madison Mid Cap Fund (GTSGX) at 4.16%. This indicates that SCETX's price experiences larger fluctuations and is considered to be riskier than GTSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.