VIDMX vs. VINIX
Compare and contrast key facts about Virtus KAR Developing Markets Fund (VIDMX) and Vanguard Institutional Index Fund Institutional Shares (VINIX).
VIDMX is managed by Virtus. It was launched on Jun 21, 2021. VINIX is managed by Vanguard. It was launched on Jul 31, 1990.
Performance
VIDMX vs. VINIX - Performance Comparison
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VIDMX vs. VINIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VIDMX Virtus KAR Developing Markets Fund | 0.66% | 27.21% | 5.26% | 15.44% | -21.26% | -5.95% |
VINIX Vanguard Institutional Index Fund Institutional Shares | -4.35% | 17.85% | 26.28% | 25.77% | -18.15% | 12.49% |
Returns By Period
In the year-to-date period, VIDMX achieves a 0.66% return, which is significantly higher than VINIX's -4.35% return.
VIDMX
- 1D
- 2.32%
- 1M
- -6.61%
- YTD
- 0.66%
- 6M
- 0.39%
- 1Y
- 17.41%
- 3Y*
- 13.30%
- 5Y*
- —
- 10Y*
- —
VINIX
- 1D
- 2.92%
- 1M
- -5.03%
- YTD
- -4.35%
- 6M
- -2.15%
- 1Y
- 17.32%
- 3Y*
- 18.69%
- 5Y*
- 11.91%
- 10Y*
- 14.13%
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VIDMX vs. VINIX - Expense Ratio Comparison
VIDMX has a 1.31% expense ratio, which is higher than VINIX's 0.04% expense ratio.
Return for Risk
VIDMX vs. VINIX — Risk / Return Rank
VIDMX
VINIX
VIDMX vs. VINIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Developing Markets Fund (VIDMX) and Vanguard Institutional Index Fund Institutional Shares (VINIX). 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.
| VIDMX | VINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 0.97 | +0.30 |
Sortino ratioReturn per unit of downside risk | 1.74 | 1.49 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 1.52 | +0.05 |
Martin ratioReturn relative to average drawdown | 5.93 | 7.30 | -1.37 |
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
| VIDMX | VINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 0.97 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.71 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.59 | -0.39 |
Correlation
The correlation between VIDMX and VINIX is 0.59, 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
VIDMX vs. VINIX - Dividend Comparison
VIDMX's dividend yield for the trailing twelve months is around 2.53%, less than VINIX's 2.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIDMX Virtus KAR Developing Markets Fund | 2.53% | 2.55% | 1.94% | 2.32% | 1.30% | 0.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VINIX Vanguard Institutional Index Fund Institutional Shares | 2.80% | 2.10% | 3.64% | 2.65% | 3.38% | 4.77% | 3.06% | 2.85% | 2.43% | 1.82% | 2.36% | 2.45% |
Drawdowns
VIDMX vs. VINIX - Drawdown Comparison
The maximum VIDMX drawdown since its inception was -35.00%, smaller than the maximum VINIX drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VIDMX and VINIX.
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Drawdown Indicators
| VIDMX | VINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.00% | -55.19% | +20.19% |
Max Drawdown (1Y)Largest decline over 1 year | -11.07% | -12.12% | +1.05% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.51% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.79% | — |
Current DrawdownCurrent decline from peak | -9.01% | -6.24% | -2.77% |
Average DrawdownAverage peak-to-trough decline | -13.40% | -8.56% | -4.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 2.52% | +0.42% |
Volatility
VIDMX vs. VINIX - Volatility Comparison
Virtus KAR Developing Markets Fund (VIDMX) has a higher volatility of 6.03% compared to Vanguard Institutional Index Fund Institutional Shares (VINIX) at 5.35%. This indicates that VIDMX's price experiences larger fluctuations and is considered to be riskier than VINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIDMX | VINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.03% | 5.35% | +0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 9.97% | 9.53% | +0.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.60% | 18.32% | -3.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.82% | 16.90% | -2.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.82% | 18.04% | -3.22% |