VGSAX vs. STCIX
Compare and contrast key facts about Virtus Duff & Phelps Global Real Estate Securities Fund Class A (VGSAX) and Virtus Silvant Large-Cap Growth Stock Fund (STCIX).
VGSAX is an actively managed fund by Virtus. It was launched on Mar 2, 2009. STCIX is managed by Virtus. It was launched on Jun 9, 1992.
Performance
VGSAX vs. STCIX - Performance Comparison
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VGSAX vs. STCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VGSAX Virtus Duff & Phelps Global Real Estate Securities Fund Class A | -0.42% | 9.19% | 3.36% | 9.89% | -27.03% | 31.24% | -1.21% | 29.47% | -4.94% | 12.77% |
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, VGSAX achieves a -0.42% return, which is significantly higher than STCIX's -14.37% return. Over the past 10 years, VGSAX has underperformed STCIX with an annualized return of 4.85%, while STCIX has yielded a comparatively higher 14.84% annualized return.
VGSAX
- 1D
- 0.25%
- 1M
- -9.95%
- YTD
- -0.42%
- 6M
- -1.54%
- 1Y
- 7.03%
- 3Y*
- 6.82%
- 5Y*
- 2.35%
- 10Y*
- 4.85%
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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VGSAX vs. STCIX - Expense Ratio Comparison
VGSAX has a 1.24% expense ratio, which is higher than STCIX's 1.23% expense ratio.
Return for Risk
VGSAX vs. STCIX — Risk / Return Rank
VGSAX
STCIX
VGSAX vs. STCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Duff & Phelps Global Real Estate Securities Fund Class A (VGSAX) 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.
| VGSAX | STCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 0.57 | -0.04 |
Sortino ratioReturn per unit of downside risk | 0.81 | 0.99 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.14 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.71 | 0.59 | +0.12 |
Martin ratioReturn relative to average drawdown | 2.70 | 2.22 | +0.47 |
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
| VGSAX | STCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.57 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.53 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.69 | -0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.50 | +0.06 |
Correlation
The correlation between VGSAX and STCIX is 0.58, 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.
Dividends
VGSAX vs. STCIX - Dividend Comparison
VGSAX's dividend yield for the trailing twelve months is around 2.30%, less than STCIX's 2.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSAX Virtus Duff & Phelps Global Real Estate Securities Fund Class A | 2.30% | 2.29% | 2.22% | 1.72% | 0.62% | 2.72% | 0.00% | 6.12% | 1.60% | 2.04% | 2.39% | 2.81% |
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
VGSAX vs. STCIX - Drawdown Comparison
The maximum VGSAX drawdown since its inception was -41.63%, smaller than the maximum STCIX drawdown of -51.58%. Use the drawdown chart below to compare losses from any high point for VGSAX and STCIX.
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Drawdown Indicators
| VGSAX | STCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.63% | -51.58% | +9.95% |
Max Drawdown (1Y)Largest decline over 1 year | -10.38% | -16.20% | +5.82% |
Max Drawdown (5Y)Largest decline over 5 years | -34.81% | -33.44% | -1.37% |
Max Drawdown (10Y)Largest decline over 10 years | -41.63% | -33.44% | -8.19% |
Current DrawdownCurrent decline from peak | -9.95% | -16.20% | +6.25% |
Average DrawdownAverage peak-to-trough decline | -8.20% | -10.17% | +1.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 4.34% | -1.59% |
Volatility
VGSAX vs. STCIX - Volatility Comparison
The current volatility for Virtus Duff & Phelps Global Real Estate Securities Fund Class A (VGSAX) is 4.13%, while Virtus Silvant Large-Cap Growth Stock Fund (STCIX) has a volatility of 5.47%. This indicates that VGSAX 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
| VGSAX | STCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 5.47% | -1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 8.09% | 11.84% | -3.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.96% | 21.96% | -8.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.83% | 21.91% | -5.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.72% | 21.70% | -3.98% |