VHCOX vs. PKSFX
Compare and contrast key facts about Vanguard Capital Opportunity Fund Investor Shares (VHCOX) and Virtus KAR Small-Cap Core Fund (PKSFX).
VHCOX is managed by Vanguard. It was launched on Aug 14, 1995. PKSFX is managed by Virtus. It was launched on Oct 18, 1996.
Performance
VHCOX vs. PKSFX - Performance Comparison
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VHCOX vs. PKSFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VHCOX Vanguard Capital Opportunity Fund Investor Shares | -3.14% | 25.74% | 14.00% | 25.55% | -17.61% | 20.85% | 22.73% | 27.20% | -3.76% | 28.28% |
PKSFX Virtus KAR Small-Cap Core Fund | 1.54% | -2.58% | 13.67% | 32.32% | -10.77% | 19.03% | 21.38% | 40.21% | -1.99% | 34.98% |
Returns By Period
In the year-to-date period, VHCOX achieves a -3.14% return, which is significantly lower than PKSFX's 1.54% return. Both investments have delivered pretty close results over the past 10 years, with VHCOX having a 14.30% annualized return and PKSFX not far ahead at 14.98%.
VHCOX
- 1D
- 3.60%
- 1M
- -6.90%
- YTD
- -3.14%
- 6M
- 2.84%
- 1Y
- 26.35%
- 3Y*
- 17.67%
- 5Y*
- 9.53%
- 10Y*
- 14.30%
PKSFX
- 1D
- 2.07%
- 1M
- -6.10%
- YTD
- 1.54%
- 6M
- 1.60%
- 1Y
- 3.79%
- 3Y*
- 10.39%
- 5Y*
- 7.79%
- 10Y*
- 14.98%
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VHCOX vs. PKSFX - Expense Ratio Comparison
VHCOX has a 0.43% expense ratio, which is lower than PKSFX's 1.00% expense ratio.
Return for Risk
VHCOX vs. PKSFX — Risk / Return Rank
VHCOX
PKSFX
VHCOX vs. PKSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Capital Opportunity Fund Investor Shares (VHCOX) and Virtus KAR Small-Cap Core Fund (PKSFX). 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.
| VHCOX | PKSFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.23 | +0.98 |
Sortino ratioReturn per unit of downside risk | 1.76 | 0.48 | +1.27 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.06 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 0.42 | +1.45 |
Martin ratioReturn relative to average drawdown | 7.74 | 0.95 | +6.79 |
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
| VHCOX | PKSFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.23 | +0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.44 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.80 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.56 | +0.02 |
Correlation
The correlation between VHCOX and PKSFX is 0.81, 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
VHCOX vs. PKSFX - Dividend Comparison
VHCOX's dividend yield for the trailing twelve months is around 9.93%, less than PKSFX's 14.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHCOX Vanguard Capital Opportunity Fund Investor Shares | 9.93% | 9.62% | 8.16% | 2.33% | 9.26% | 10.44% | 9.10% | 6.41% | 12.11% | 3.87% | 5.66% | 5.30% |
PKSFX Virtus KAR Small-Cap Core Fund | 14.08% | 14.30% | 4.07% | 4.12% | 6.65% | 12.05% | 7.45% | 4.03% | 4.33% | 0.17% | 5.69% | 19.83% |
Drawdowns
VHCOX vs. PKSFX - Drawdown Comparison
The maximum VHCOX drawdown since its inception was -54.76%, roughly equal to the maximum PKSFX drawdown of -54.46%. Use the drawdown chart below to compare losses from any high point for VHCOX and PKSFX.
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Drawdown Indicators
| VHCOX | PKSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.76% | -54.46% | -0.30% |
Max Drawdown (1Y)Largest decline over 1 year | -13.90% | -11.21% | -2.69% |
Max Drawdown (5Y)Largest decline over 5 years | -27.59% | -22.02% | -5.57% |
Max Drawdown (10Y)Largest decline over 10 years | -33.78% | -33.45% | -0.33% |
Current DrawdownCurrent decline from peak | -9.29% | -9.42% | +0.13% |
Average DrawdownAverage peak-to-trough decline | -10.04% | -7.17% | -2.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 4.96% | -1.60% |
Volatility
VHCOX vs. PKSFX - Volatility Comparison
Vanguard Capital Opportunity Fund Investor Shares (VHCOX) has a higher volatility of 7.31% compared to Virtus KAR Small-Cap Core Fund (PKSFX) at 4.62%. This indicates that VHCOX's price experiences larger fluctuations and is considered to be riskier than PKSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VHCOX | PKSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.31% | 4.62% | +2.69% |
Volatility (6M)Calculated over the trailing 6-month period | 13.05% | 11.11% | +1.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.60% | 18.95% | +2.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.64% | 17.90% | +1.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.22% | 18.79% | +1.43% |