SMVTX vs. PSTAX
Compare and contrast key facts about Virtus Ceredex Mid-Cap Value Equity Fund (SMVTX) and Virtus KAR Capital Growth Fund (PSTAX).
SMVTX is managed by Virtus. It was launched on Nov 30, 2001. PSTAX is managed by Virtus. It was launched on Oct 16, 1995.
Performance
SMVTX vs. PSTAX - Performance Comparison
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SMVTX vs. PSTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMVTX Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | 17.58% | 18.93% | 10.94% | -13.89% | 29.15% | -1.19% | 33.14% | -8.01% | 11.69% |
PSTAX Virtus KAR Capital Growth Fund | -16.13% | 6.85% | 25.19% | 34.35% | -35.74% | 11.70% | 46.13% | 42.83% | -8.07% | 35.13% |
Returns By Period
In the year-to-date period, SMVTX achieves a 6.38% return, which is significantly higher than PSTAX's -16.13% return. Both investments have delivered pretty close results over the past 10 years, with SMVTX having a 11.07% annualized return and PSTAX not far behind at 10.94%.
SMVTX
- 1D
- -0.93%
- 1M
- -6.55%
- YTD
- 6.38%
- 6M
- 11.35%
- 1Y
- 31.66%
- 3Y*
- 18.40%
- 5Y*
- 10.49%
- 10Y*
- 11.07%
PSTAX
- 1D
- -0.60%
- 1M
- -11.00%
- YTD
- -16.13%
- 6M
- -17.04%
- 1Y
- -4.28%
- 3Y*
- 10.81%
- 5Y*
- 1.96%
- 10Y*
- 10.94%
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SMVTX vs. PSTAX - Expense Ratio Comparison
SMVTX has a 0.99% expense ratio, which is lower than PSTAX's 1.20% expense ratio.
Return for Risk
SMVTX vs. PSTAX — Risk / Return Rank
SMVTX
PSTAX
SMVTX vs. PSTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Ceredex Mid-Cap Value Equity Fund (SMVTX) 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.
| SMVTX | PSTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.55 | -0.20 | +1.76 |
Sortino ratioReturn per unit of downside risk | 2.13 | -0.15 | +2.27 |
Omega ratioGain probability vs. loss probability | 1.33 | 0.98 | +0.34 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | -0.33 | +2.38 |
Martin ratioReturn relative to average drawdown | 9.92 | -1.21 | +11.13 |
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
| SMVTX | PSTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.55 | -0.20 | +1.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.08 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.47 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.31 | +0.16 |
Correlation
The correlation between SMVTX and PSTAX is 0.80, 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.
Dividends
SMVTX vs. PSTAX - Dividend Comparison
SMVTX's dividend yield for the trailing twelve months is around 15.45%, more than PSTAX's 9.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMVTX Virtus Ceredex Mid-Cap Value Equity Fund | 15.45% | 16.44% | 15.96% | 1.16% | 6.75% | 18.53% | 2.52% | 5.82% | 14.47% | 20.86% | 3.61% | 7.05% |
PSTAX Virtus KAR Capital Growth Fund | 9.04% | 7.58% | 14.19% | 6.07% | 23.19% | 7.73% | 3.15% | 2.71% | 11.57% | 6.28% | 8.98% | 4.59% |
Drawdowns
SMVTX vs. PSTAX - Drawdown Comparison
The maximum SMVTX drawdown since its inception was -54.72%, smaller than the maximum PSTAX drawdown of -76.37%. Use the drawdown chart below to compare losses from any high point for SMVTX and PSTAX.
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Drawdown Indicators
| SMVTX | PSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.72% | -76.37% | +21.65% |
Max Drawdown (1Y)Largest decline over 1 year | -14.46% | -19.58% | +5.12% |
Max Drawdown (5Y)Largest decline over 5 years | -25.44% | -44.54% | +19.10% |
Max Drawdown (10Y)Largest decline over 10 years | -45.45% | -44.54% | -0.91% |
Current DrawdownCurrent decline from peak | -7.02% | -24.83% | +17.81% |
Average DrawdownAverage peak-to-trough decline | -8.28% | -32.02% | +23.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.99% | 5.39% | -2.40% |
Volatility
SMVTX vs. PSTAX - Volatility Comparison
The current volatility for Virtus Ceredex Mid-Cap Value Equity Fund (SMVTX) is 5.63%, while Virtus KAR Capital Growth Fund (PSTAX) has a volatility of 6.17%. This indicates that SMVTX experiences smaller price fluctuations and is considered to be less risky than PSTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMVTX | PSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.63% | 6.17% | -0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 11.73% | 11.99% | -0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.82% | 21.28% | -0.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.32% | 25.09% | -4.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.57% | 23.53% | -2.96% |