VIMCX vs. FAMVX
VIMCX (Virtus KAR Mid-Cap Core Fund) and FAMVX (FAM Value Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, VIMCX returned 10.70%/yr vs 10.52%/yr for FAMVX. Their correlation of 0.91 means they have usually moved in the same direction. VIMCX charges 0.95%/yr vs 1.19%/yr for FAMVX.
Performance
VIMCX vs. FAMVX - Performance Comparison
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Returns By Period
In the year-to-date period, VIMCX achieves a 0.96% return, which is significantly lower than FAMVX's 8.68% return. Both investments have delivered pretty close results over the past 10 years, with VIMCX having a 10.70% annualized return and FAMVX not far behind at 10.52%.
VIMCX
- 1D
- 0.26%
- 1M
- -0.48%
- 6M
- -3.46%
- YTD
- 0.96%
- 1Y
- 0.27%
- 3Y*
- 4.58%
- 5Y*
- 2.15%
- 10Y*
- 10.70%
- ALL TIME*
- 12.49%
FAMVX
- 1D
- -0.11%
- 1M
- 0.56%
- 6M
- 5.29%
- YTD
- 8.68%
- 1Y
- 11.90%
- 3Y*
- 11.91%
- 5Y*
- 7.07%
- 10Y*
- 10.52%
- ALL TIME*
- 9.82%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
FAMVX FAM Value Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
VIMCX vs. FAMVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIMCX Virtus KAR Mid-Cap Core Fund | 0.96% | 0.72% | 5.20% | 22.64% | -19.75% | 25.28% | 26.11% | 31.74% | -4.18% | 24.95% |
FAMVX FAM Value Fund | 8.68% | 4.90% | 15.51% | 16.09% | -14.06% | 25.65% | 6.81% | 30.31% | -6.15% | 17.34% |
Correlation
The correlation between VIMCX and FAMVX is 0.87, 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. | 0.87 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Jun 23, 2009 | 0.91 |
The correlation between VIMCX and FAMVX has been stable across timeframes, ranging from 0.87 to 0.92 - a consistent structural relationship.
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Return for Risk
VIMCX vs. FAMVX — Risk / Return Rank
VIMCX
FAMVX
VIMCX vs. FAMVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap Core Fund (VIMCX) and FAM Value Fund (FAMVX). 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.
| VIMCX | FAMVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.75 | ||
| Sortino ratioReturn per unit of downside risk | -1.08 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.13 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 1.08 | -1.10 |
| Martin ratioReturn relative to average drawdown | -0.05 | 3.30 | -3.35 |
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Drawdowns
VIMCX vs. FAMVX - Drawdown Comparison
The maximum VIMCX drawdown since its inception was -33.92%, smaller than the maximum FAMVX drawdown of -51.12%. Use the drawdown chart below to compare losses from any high point for VIMCX and FAMVX.
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Drawdown Indicators
| VIMCX | FAMVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.92% | -51.12% | +17.20% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -9.47% | -2.67% |
Max Drawdown (3Y)Largest decline over 3 years | -20.32% | -16.74% | -3.58% |
Max Drawdown (5Y)Largest decline over 5 years | -28.42% | -22.77% | -5.65% |
Max Drawdown (10Y)Largest decline over 10 years | -33.92% | -37.73% | +3.81% |
Current DrawdownCurrent decline from peak | -5.63% | -1.11% | -4.52% |
Average DrawdownAverage peak-to-trough decline | -4.89% | -6.40% | +1.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 3.10% | +1.76% |
Volatility
VIMCX vs. FAMVX - Volatility Comparison
Virtus KAR Mid-Cap Core Fund (VIMCX) has a higher volatility of 3.84% compared to FAM Value Fund (FAMVX) at 3.48%. This indicates that VIMCX's price experiences larger fluctuations and is considered to be riskier than FAMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIMCX | FAMVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.84% | 3.48% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 12.41% | 10.60% | +1.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.35% | 13.91% | +2.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.21% | 17.13% | +1.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.66% | 18.19% | +0.47% |
VIMCX vs. FAMVX - Expense Ratio Comparison
VIMCX has a 0.95% expense ratio, which is lower than FAMVX's 1.19% expense ratio.
Dividends
VIMCX vs. FAMVX - Dividend Comparison
VIMCX's dividend yield for the trailing twelve months is around 4.37%, less than FAMVX's 4.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAMVX FAM Value Fund | 4.51% | 4.90% | 6.28% | 5.01% | 3.67% | 4.99% | 3.69% | 6.80% | 4.09% | 5.06% | 5.21% | 9.06% |
VIMCX Virtus KAR Mid-Cap Core Fund | 4.37% | 4.41% | 0.00% | 2.36% | 0.23% | 1.58% | 0.67% | 0.94% | 0.77% | 0.29% | 0.00% | 0.63% |
Frequently Asked Questions
VIMCX and FAMVX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VIMCX has higher volatility (3.84%) compared to FAMVX (3.48%). In terms of maximum drawdown, VIMCX dropped -33.92% vs FAMVX's -51.12%.
FAMVX currently has the higher Sharpe Ratio (0.74 vs -0.02), 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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