VIKSX vs. PMEGX
VIKSX (Virtus KAR Small-Mid Cap Growth Fund) and PMEGX (T. Rowe Price Institutional Mid Cap Equity Growth Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, VIKSX returned -1.61%/yr vs 2.15%/yr for PMEGX. Their correlation of 0.88 means they have usually moved in the same direction. VIKSX charges 1.06%/yr vs 0.61%/yr for PMEGX.
Performance
VIKSX vs. PMEGX - 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 PMEGX's 3.03% 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%
PMEGX
- 1D
- 0.47%
- 1M
- -1.53%
- 6M
- 2.67%
- YTD
- 3.03%
- 1Y
- 6.19%
- 3Y*
- 6.28%
- 5Y*
- 2.15%
- 10Y*
- 9.78%
- ALL TIME*
- 10.81%
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. PMEGX - 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% |
PMEGX T. Rowe Price Institutional Mid Cap Equity Growth Fund | 3.03% | 3.73% | 9.15% | 20.69% | -23.19% | 15.50% | 3.25% |
Correlation
The correlation between VIKSX and PMEGX is 0.81, 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. | 0.81 |
Correlation (3Y) Balances recent behavior with more history. | 0.83 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Dec 14, 2020 | 0.88 |
The correlation between VIKSX and PMEGX has been stable across timeframes, ranging from 0.81 to 0.88 - a consistent structural relationship.
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Return for Risk
VIKSX vs. PMEGX — Risk / Return Rank
VIKSX
PMEGX
VIKSX vs. PMEGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Growth Fund (VIKSX) and T. Rowe Price Institutional Mid Cap Equity Growth Fund (PMEGX). 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 | PMEGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.88 | ||
| Sortino ratioReturn per unit of downside risk | -1.29 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.06 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | -0.45 | 0.41 | -0.86 |
| Martin ratioReturn relative to average drawdown | -0.87 | 1.39 | -2.26 |
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Drawdowns
VIKSX vs. PMEGX - Drawdown Comparison
The maximum VIKSX drawdown since its inception was -34.44%, smaller than the maximum PMEGX drawdown of -55.88%. Use the drawdown chart below to compare losses from any high point for VIKSX and PMEGX.
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Drawdown Indicators
| VIKSX | PMEGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.44% | -55.88% | +21.44% |
Max Drawdown (1Y)Largest decline over 1 year | -21.39% | -10.21% | -11.18% |
Max Drawdown (3Y)Largest decline over 3 years | -26.02% | -27.99% | +1.97% |
Max Drawdown (5Y)Largest decline over 5 years | -34.44% | -32.87% | -1.57% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.16% | — |
Current DrawdownCurrent decline from peak | -16.04% | -6.20% | -9.84% |
Average DrawdownAverage peak-to-trough decline | -13.87% | -8.99% | -4.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.07% | 3.04% | +8.03% |
Volatility
VIKSX vs. PMEGX - Volatility Comparison
Virtus KAR Small-Mid Cap Growth Fund (VIKSX) has a higher volatility of 4.82% compared to T. Rowe Price Institutional Mid Cap Equity Growth Fund (PMEGX) at 2.50%. This indicates that VIKSX's price experiences larger fluctuations and is considered to be riskier than PMEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIKSX | PMEGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 2.50% | +2.32% |
Volatility (6M)Calculated over the trailing 6-month period | 13.10% | 10.49% | +2.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.95% | 13.64% | +3.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.98% | 20.11% | -1.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.79% | 19.75% | -0.96% |
VIKSX vs. PMEGX - Expense Ratio Comparison
VIKSX has a 1.06% expense ratio, which is higher than PMEGX's 0.61% expense ratio.
Dividends
VIKSX vs. PMEGX - Dividend Comparison
VIKSX has not paid dividends to shareholders, while PMEGX's dividend yield for the trailing twelve months is around 20.48%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMEGX T. Rowe Price Institutional Mid Cap Equity Growth Fund | 20.48% | 21.10% | 14.15% | 7.07% | 1.65% | 12.80% | 4.44% | 5.11% | 10.42% | 6.30% | 1.04% | 6.18% |
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% | 0.00% | 0.00% |
Frequently Asked Questions
VIKSX and PMEGX have a correlation of 0.81, 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 PMEGX (2.50%). In terms of maximum drawdown, VIKSX dropped -34.44% vs PMEGX's -55.88%.
PMEGX currently has the higher Sharpe Ratio (0.31 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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