VIKSX vs. MXMGX
VIKSX (Virtus KAR Small-Mid Cap Growth Fund) and MXMGX (Great-West T. Rowe Price Mid Cap Growth Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, VIKSX returned -1.61%/yr vs 1.73%/yr for MXMGX. Their correlation of 0.82 means they have usually moved in the same direction. VIKSX charges 1.06%/yr vs 1.02%/yr for MXMGX.
Performance
VIKSX vs. MXMGX - Performance Comparison
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Returns By Period
In the year-to-date period, VIKSX achieves a 0.29% return, which is significantly lower than MXMGX's 2.39% return.
VIKSX
- 1D
- -0.97%
- 1M
- -2.75%
- 6M
- 1.18%
- YTD
- 0.29%
- 1Y
- -7.40%
- 3Y*
- 2.42%
- 5Y*
- -1.61%
- 10Y*
- —
- ALL TIME*
- 0.62%
MXMGX
- 1D
- 0.49%
- 1M
- -1.74%
- 6M
- 2.12%
- YTD
- 2.39%
- 1Y
- 3.95%
- 3Y*
- 5.58%
- 5Y*
- 1.73%
- 10Y*
- 8.68%
- ALL TIME*
- 5.89%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VIKSX vs. MXMGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
VIKSX Virtus KAR Small-Mid Cap Growth Fund | 0.29% | -8.33% | 12.39% | 18.92% | -22.54% | 5.38% | 3.23% |
MXMGX Great-West T. Rowe Price Mid Cap Growth Fund | 2.39% | 2.99% | 9.02% | 19.61% | -22.82% | 15.25% | 2.77% |
Correlation
The correlation between VIKSX and MXMGX is 0.80, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.80 |
Correlation (3Y) Balances recent behavior with more history. | 0.75 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Dec 14, 2020 | 0.82 |
The correlation between VIKSX and MXMGX has been stable across timeframes, ranging from 0.75 to 0.82 - a consistent structural relationship.
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Return for Risk
VIKSX vs. MXMGX — Risk / Return Rank
VIKSX
MXMGX
VIKSX vs. MXMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Growth Fund (VIKSX) and Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VIKSX | MXMGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.81 | ||
| Sortino ratioReturn per unit of downside risk | -1.19 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.05 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | -0.45 | 0.32 | -0.77 |
| Martin ratioReturn relative to average drawdown | -0.87 | 1.07 | -1.94 |
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Drawdowns
VIKSX vs. MXMGX - Drawdown Comparison
The maximum VIKSX drawdown since its inception was -34.44%, smaller than the maximum MXMGX drawdown of -60.97%. Use the drawdown chart below to compare losses from any high point for VIKSX and MXMGX.
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Drawdown Indicators
| VIKSX | MXMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.44% | -60.97% | +26.53% |
Max Drawdown (1Y)Largest decline over 1 year | -21.39% | -10.29% | -11.10% |
Max Drawdown (3Y)Largest decline over 3 years | -26.02% | -23.17% | -2.85% |
Max Drawdown (5Y)Largest decline over 5 years | -34.44% | -32.33% | -2.11% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.88% | — |
Current DrawdownCurrent decline from peak | -16.04% | -2.15% | -13.89% |
Average DrawdownAverage peak-to-trough decline | -13.87% | -11.74% | -2.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.07% | 3.09% | +7.98% |
Volatility
VIKSX vs. MXMGX - Volatility Comparison
Virtus KAR Small-Mid Cap Growth Fund (VIKSX) has a higher volatility of 4.82% compared to Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) at 2.53%. This indicates that VIKSX's price experiences larger fluctuations and is considered to be riskier than MXMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIKSX | MXMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 2.53% | +2.29% |
Volatility (6M)Calculated over the trailing 6-month period | 13.10% | 10.53% | +2.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.95% | 13.59% | +3.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.98% | 19.05% | -0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.79% | 18.89% | -0.10% |
VIKSX vs. MXMGX - Expense Ratio Comparison
VIKSX has a 1.06% expense ratio, which is higher than MXMGX's 1.02% expense ratio.
Dividends
VIKSX vs. MXMGX - Dividend Comparison
VIKSX has not paid dividends to shareholders, while MXMGX's dividend yield for the trailing twelve months is around 1.64%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
MXMGX Great-West T. Rowe Price Mid Cap Growth Fund | 1.64% | 1.68% | 3.66% | 2.39% | 2.66% | 4.92% | 2.74% | 2.19% | 6.13% | 4.53% |
VIKSX Virtus KAR Small-Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VIKSX and MXMGX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VIKSX has higher volatility (4.82%) compared to MXMGX (2.53%). In terms of maximum drawdown, VIKSX dropped -34.44% vs MXMGX's -60.97%.
MXMGX currently has the higher Sharpe Ratio (0.25 vs -0.57), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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