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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIDMX or VINIX.
Correlation
The correlation between VIDMX and VINIX is 0.60, 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.
Performance
VIDMX vs. VINIX - Performance Comparison
Key characteristics
VIDMX:
1.48
VINIX:
1.60
VIDMX:
2.09
VINIX:
2.16
VIDMX:
1.27
VINIX:
1.29
VIDMX:
0.94
VINIX:
2.47
VIDMX:
5.02
VINIX:
9.69
VIDMX:
3.45%
VINIX:
2.15%
VIDMX:
11.75%
VINIX:
13.03%
VIDMX:
-35.25%
VINIX:
-55.19%
VIDMX:
-3.48%
VINIX:
-2.12%
Returns By Period
In the year-to-date period, VIDMX achieves a 9.31% return, which is significantly higher than VINIX's 2.41% return.
VIDMX
9.31%
7.91%
9.33%
16.04%
N/A
N/A
VINIX
2.41%
-1.09%
6.27%
18.18%
12.06%
11.76%
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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.
Risk-Adjusted Performance
VIDMX vs. VINIX — Risk-Adjusted Performance Rank
VIDMX
VINIX
VIDMX vs. VINIX - Risk-Adjusted Performance 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.
Dividends
VIDMX vs. VINIX - Dividend Comparison
VIDMX's dividend yield for the trailing twelve months is around 1.78%, more than VINIX's 1.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIDMX Virtus KAR Developing Markets Fund | 1.78% | 1.94% | 2.32% | 1.30% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VINIX Vanguard Institutional Index Fund Institutional Shares | 1.24% | 1.27% | 1.47% | 1.74% | 1.28% | 1.59% | 1.91% | 2.13% | 1.82% | 2.07% | 2.45% | 1.88% |
Drawdowns
VIDMX vs. VINIX - Drawdown Comparison
The maximum VIDMX drawdown since its inception was -35.25%, 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. For additional features, visit the drawdowns tool.
Volatility
VIDMX vs. VINIX - Volatility Comparison
Virtus KAR Developing Markets Fund (VIDMX) and Vanguard Institutional Index Fund Institutional Shares (VINIX) have volatilities of 3.33% and 3.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.