VIISX vs. JOHIX
Compare and contrast key facts about Virtus KAR International Small-Mid Cap Fund (VIISX) and JOHCM International Select Fund (JOHIX).
VIISX is managed by Virtus. It was launched on Sep 4, 2012. JOHIX is managed by JOHCM Funds. It was launched on Jul 28, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIISX or JOHIX.
Correlation
The correlation between VIISX and JOHIX is 0.70, 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.
Performance
VIISX vs. JOHIX - Performance Comparison
Key characteristics
VIISX:
1.24
JOHIX:
-0.02
VIISX:
1.76
JOHIX:
0.11
VIISX:
1.24
JOHIX:
1.01
VIISX:
0.55
JOHIX:
-0.01
VIISX:
4.43
JOHIX:
-0.06
VIISX:
4.24%
JOHIX:
5.99%
VIISX:
15.19%
JOHIX:
19.46%
VIISX:
-53.26%
JOHIX:
-46.96%
VIISX:
-21.21%
JOHIX:
-26.71%
Returns By Period
In the year-to-date period, VIISX achieves a 8.73% return, which is significantly higher than JOHIX's 0.88% return. Over the past 10 years, VIISX has outperformed JOHIX with an annualized return of 6.20%, while JOHIX has yielded a comparatively lower 1.91% annualized return.
VIISX
8.73%
-0.29%
0.89%
19.21%
7.42%
6.20%
JOHIX
0.88%
-5.03%
-5.95%
1.91%
2.62%
1.91%
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VIISX vs. JOHIX - Expense Ratio Comparison
VIISX has a 1.19% expense ratio, which is higher than JOHIX's 0.98% expense ratio.
Risk-Adjusted Performance
VIISX vs. JOHIX — Risk-Adjusted Performance Rank
VIISX
JOHIX
VIISX vs. JOHIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR International Small-Mid Cap Fund (VIISX) and JOHCM International Select Fund (JOHIX). 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
VIISX vs. JOHIX - Dividend Comparison
VIISX's dividend yield for the trailing twelve months is around 1.78%, more than JOHIX's 1.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIISX Virtus KAR International Small-Mid Cap Fund | 1.78% | 1.94% | 0.00% | 0.00% | 2.34% | 0.95% | 1.99% | 0.72% | 0.86% | 2.75% | 1.37% | 3.64% |
JOHIX JOHCM International Select Fund | 1.69% | 1.71% | 1.90% | 1.67% | 0.99% | 0.35% | 0.95% | 1.51% | 1.18% | 0.71% | 0.37% | 0.74% |
Drawdowns
VIISX vs. JOHIX - Drawdown Comparison
The maximum VIISX drawdown since its inception was -53.26%, which is greater than JOHIX's maximum drawdown of -46.96%. Use the drawdown chart below to compare losses from any high point for VIISX and JOHIX. For additional features, visit the drawdowns tool.
Volatility
VIISX vs. JOHIX - Volatility Comparison
The current volatility for Virtus KAR International Small-Mid Cap Fund (VIISX) is 8.90%, while JOHCM International Select Fund (JOHIX) has a volatility of 11.72%. This indicates that VIISX experiences smaller price fluctuations and is considered to be less risky than JOHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.