VIMCX vs. ARGFX

In the year-to-date period, VIMCX achieves a 5.16% return, which is significantly higher than ARGFX's 3.87% return. Over the past 10 years, VIMCX has outperformed ARGFX with an annualized return of 11.31%, while ARGFX has yielded a comparatively lower 1.06% annualized return.

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VIMCX has a 0.95% expense ratio, which is lower than ARGFX's 1.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap Core Fund (VIMCX) and Ariel Fund (ARGFX). 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.

The current VIMCX Sharpe Ratio is 0.72, which is comparable to the ARGFX Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of VIMCX and ARGFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VIMCX has not paid dividends to shareholders, while ARGFX's dividend yield for the trailing twelve months is around 0.12%.

The maximum VIMCX drawdown since its inception was -33.92%, smaller than the maximum ARGFX drawdown of -73.49%. Use the drawdown chart below to compare losses from any high point for VIMCX and ARGFX. For additional features, visit the drawdowns tool.

Virtus KAR Mid-Cap Core Fund (VIMCX) and Ariel Fund (ARGFX) have volatilities of 3.87% and 3.82%, 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.