STCIX vs. PDIAX

Last updated Jun 23, 2026

STCIX (Virtus Silvant Large-Cap Growth Stock Fund) and PDIAX (Virtus KAR Equity Income Fund) are both mutual funds - STCIX is a Large Cap Growth Equities fund managed by Virtus, while PDIAX is a Large Cap Blend Equities fund managed by Virtus. Over the past 10 years, STCIX returned 17.22%/yr vs 10.59%/yr for PDIAX. Their correlation of 0.85 suggests significant overlap in exposure. STCIX charges 1.23%/yr vs 1.20%/yr for PDIAX.

Performance

STCIX vs. PDIAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus Silvant Large-Cap Growth Stock Fund (STCIX) and Virtus KAR Equity Income Fund (PDIAX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, STCIX achieves a 2.63% return, which is significantly lower than PDIAX's 12.36% return. Over the past 10 years, STCIX has outperformed PDIAX with an annualized return of 17.22%, while PDIAX has yielded a comparatively lower 10.59% annualized return.

STCIX

• 1D: 1.36%
• 1M: -0.67%
• YTD: 2.63%
• 6M: 2.23%
• 1Y: 20.37%
• 3Y*: 21.87%
• 5Y*: 13.94%
• 10Y*: 17.22%

PDIAX

• 1D: 0.43%
• 1M: 1.79%
• YTD: 12.36%
• 6M: 11.63%
• 1Y: 20.51%
• 3Y*: 12.53%
• 5Y*: 8.04%
• 10Y*: 10.59%

*Multi-year figures are annualized to reflect compound growth (CAGR)

STCIX vs. PDIAX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
STCIX Virtus Silvant Large-Cap Growth Stock Fund	2.63%	18.87%	32.68%	48.92%	-29.37%	23.90%	36.00%	34.08%	-1.12%	26.84%
PDIAX Virtus KAR Equity Income Fund	12.36%	13.45%	9.10%	1.08%	-2.58%	17.04%	14.51%	28.11%	-12.69%	22.45%

Correlation

The correlation between STCIX and PDIAX is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.46
Correlation (3Y) Calculated over the trailing 3-year period	0.44
Correlation (5Y) Calculated over the trailing 5-year period	0.52
Correlation (10Y) Calculated over the trailing 10-year period	0.65
Correlation (All Time) Calculated using the full available price history since Sep 25, 1997	0.85

Over the past year, the correlation between STCIX and PDIAX has dropped to 0.46 - well below their long-term average of 0.85, suggesting their price drivers have been diverging.

Return for Risk

STCIX vs. PDIAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

STCIX

STCIX Risk / Return Rank: 18
STCIX Sharpe Ratio Rank: 21
STCIX Sortino Ratio Rank: 19
STCIX Omega Ratio Rank: 19
STCIX Calmar Ratio Rank: 14
STCIX Martin Ratio Rank: 17

PDIAX

PDIAX Risk / Return Rank: 71
PDIAX Sharpe Ratio Rank: 65
PDIAX Sortino Ratio Rank: 70
PDIAX Omega Ratio Rank: 61
PDIAX Calmar Ratio Rank: 77
PDIAX Martin Ratio Rank: 81

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

STCIX vs. PDIAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus Silvant Large-Cap Growth Stock Fund (STCIX) and Virtus KAR Equity Income Fund (PDIAX). 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.

	STCIX	PDIAX	Difference
Sharpe ratio: Return per unit of total volatility	1.21	2.17	-0.96
Sortino ratio: Return per unit of downside risk	1.71	3.18	-1.47
Omega ratio: Gain probability vs. loss probability	1.21	1.39	-0.18
Calmar ratio: Return relative to maximum drawdown	1.22	3.30	-2.08
Martin ratio: Return relative to average drawdown	4.24	14.05	-9.81

STCIX vs. PDIAX - Sharpe Ratio Comparison

The current STCIX Sharpe Ratio is 1.21, which is lower than the PDIAX Sharpe Ratio of 2.17. The chart below compares the historical Sharpe Ratios of STCIX and PDIAX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

STCIX vs. PDIAX - Drawdown Comparison

The maximum STCIX drawdown since its inception was -51.58%, roughly equal to the maximum PDIAX drawdown of -53.27%. Use the drawdown chart below to compare losses from any high point for STCIX and PDIAX.

Drawdown Indicators

	STCIX	PDIAX	Difference
Max Drawdown Largest peak-to-trough decline	-51.58%	-53.27%	+1.69%
Max Drawdown (1Y) Largest decline over 1 year	-16.20%	-6.22%	-9.98%
Max Drawdown (3Y) Largest decline over 3 years	-22.44%	-12.04%	-10.40%
Max Drawdown (5Y) Largest decline over 5 years	-33.44%	-16.21%	-17.23%
Max Drawdown (10Y) Largest decline over 10 years	-33.44%	-35.26%	+1.82%
Current Drawdown Current decline from peak	-4.29%	-0.52%	-3.77%
Average Drawdown Average peak-to-trough decline	-10.13%	-8.36%	-1.77%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.65%	1.46%	+3.19%

Volatility

STCIX vs. PDIAX - Volatility Comparison

Virtus Silvant Large-Cap Growth Stock Fund (STCIX) has a higher volatility of 6.31% compared to Virtus KAR Equity Income Fund (PDIAX) at 3.00%. This indicates that STCIX's price experiences larger fluctuations and is considered to be riskier than PDIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	STCIX	PDIAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.31%	3.00%	+3.31%
Volatility (6M) Calculated over the trailing 6-month period	13.00%	7.42%	+5.58%
Volatility (1Y) Calculated over the trailing 1-year period	16.36%	9.47%	+6.89%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.06%	13.00%	+9.06%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.81%	16.92%	+4.89%

STCIX vs. PDIAX - Expense Ratio Comparison

STCIX has a 1.23% expense ratio, which is higher than PDIAX's 1.20% expense ratio.

Dividends

STCIX vs. PDIAX - Dividend Comparison

STCIX's dividend yield for the trailing twelve months is around 2.51%, less than PDIAX's 6.63% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PDIAX Virtus KAR Equity Income Fund	6.63%	6.52%	2.88%	2.71%	5.83%	4.16%	35.18%	0.95%	1.20%	15.53%	3.60%	19.74%
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%

Frequently Asked Questions

Can I hold both STCIX and PDIAX in my portfolio?

STCIX and PDIAX have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, STCIX or PDIAX?

STCIX has higher volatility (6.31%) compared to PDIAX (3.00%). In terms of maximum drawdown, STCIX dropped -51.58% vs PDIAX's -53.27%.

Which has better risk-adjusted returns?

PDIAX currently has the higher Sharpe Ratio (2.17 vs 1.21), 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.