VIMCX vs. PSTAX
VIMCX (Virtus KAR Mid-Cap Core Fund) and PSTAX (Virtus KAR Capital Growth Fund) are both mutual funds - VIMCX is a Mid Cap Growth Equities fund managed by Virtus, while PSTAX is a Large Cap Growth Equities fund managed by Virtus. Over the past 10 years, VIMCX returned 10.70%/yr vs 12.65%/yr for PSTAX. Their correlation of 0.82 means they have usually moved in the same direction. VIMCX charges 0.95%/yr vs 1.20%/yr for PSTAX.
Performance
VIMCX vs. PSTAX - 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 PSTAX's 1.26% return. Over the past 10 years, VIMCX has underperformed PSTAX with an annualized return of 10.70%, while PSTAX has yielded a comparatively higher 12.65% annualized return.
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%
PSTAX
- 1D
- 1.21%
- 1M
- -3.66%
- 6M
- 3.03%
- YTD
- 1.26%
- 1Y
- 2.83%
- 3Y*
- 12.35%
- 5Y*
- 4.01%
- 10Y*
- 12.65%
- ALL TIME*
- 7.79%
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 |
VIMCX vs. PSTAX - 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% |
PSTAX Virtus KAR Capital Growth Fund | 1.26% | 6.85% | 25.19% | 34.35% | -35.74% | 11.70% | 46.13% | 42.83% | -8.07% | 35.13% |
Correlation
The correlation between VIMCX and PSTAX is 0.55, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.55 |
Correlation (3Y) Balances recent behavior with more history. | 0.68 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.78 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.77 |
Correlation (All Time) Calculated using the full available price history since Jun 23, 2009 | 0.82 |
Over the past year, the correlation between VIMCX and PSTAX has dropped to 0.55 - well below their long-term average of 0.82, suggesting their price drivers have been diverging.
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Return for Risk
VIMCX vs. PSTAX — Risk / Return Rank
VIMCX
PSTAX
VIMCX vs. PSTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap Core Fund (VIMCX) and Virtus KAR Capital Growth Fund (PSTAX). 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 | PSTAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.02 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 0.04 | -0.06 |
| Martin ratioReturn relative to average drawdown | -0.05 | 0.11 | -0.16 |
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Drawdowns
VIMCX vs. PSTAX - Drawdown Comparison
The maximum VIMCX drawdown since its inception was -33.92%, smaller than the maximum PSTAX drawdown of -76.37%. Use the drawdown chart below to compare losses from any high point for VIMCX and PSTAX.
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Drawdown Indicators
| VIMCX | PSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.92% | -76.37% | +42.45% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -19.58% | +7.44% |
Max Drawdown (3Y)Largest decline over 3 years | -20.32% | -29.63% | +9.31% |
Max Drawdown (5Y)Largest decline over 5 years | -28.42% | -44.54% | +16.12% |
Max Drawdown (10Y)Largest decline over 10 years | -33.92% | -44.54% | +10.62% |
Current DrawdownCurrent decline from peak | -5.63% | -9.24% | +3.61% |
Average DrawdownAverage peak-to-trough decline | -4.89% | -31.78% | +26.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 6.48% | -1.62% |
Volatility
VIMCX vs. PSTAX - Volatility Comparison
The current volatility for Virtus KAR Mid-Cap Core Fund (VIMCX) is 3.84%, while Virtus KAR Capital Growth Fund (PSTAX) has a volatility of 5.42%. This indicates that VIMCX experiences smaller price fluctuations and is considered to be less risky than PSTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIMCX | PSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.84% | 5.42% | -1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 12.41% | 16.42% | -4.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.35% | 19.27% | -2.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.21% | 25.50% | -7.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.66% | 23.80% | -5.14% |
VIMCX vs. PSTAX - Expense Ratio Comparison
VIMCX has a 0.95% expense ratio, which is lower than PSTAX's 1.20% expense ratio.
Dividends
VIMCX vs. PSTAX - Dividend Comparison
VIMCX's dividend yield for the trailing twelve months is around 4.37%, less than PSTAX's 7.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSTAX Virtus KAR Capital Growth Fund | 7.49% | 7.58% | 14.19% | 6.07% | 23.19% | 7.73% | 3.15% | 2.71% | 11.57% | 6.28% | 8.98% | 4.59% |
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 PSTAX have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PSTAX has higher volatility (5.42%) compared to VIMCX (3.84%). In terms of maximum drawdown, VIMCX dropped -33.92% vs PSTAX's -76.37%.
PSTAX currently has the higher Sharpe Ratio (0.04 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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