VIMCX vs. PXSGX
Compare and contrast key facts about Virtus KAR Mid-Cap Core Fund (VIMCX) and Virtus KAR Small-Cap Growth Fund (PXSGX).
VIMCX is managed by Virtus. It was launched on Jun 22, 2009. PXSGX is managed by Virtus. It was launched on Jun 28, 2006.
Performance
VIMCX vs. PXSGX - Performance Comparison
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VIMCX vs. PXSGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIMCX Virtus KAR Mid-Cap Core Fund | -3.88% | 0.72% | 5.20% | 22.64% | -19.75% | 25.28% | 26.11% | 31.74% | -4.18% | 24.95% |
PXSGX Virtus KAR Small-Cap Growth Fund | -9.88% | -22.97% | 21.11% | 20.27% | -30.04% | 4.47% | 43.46% | 40.26% | 9.05% | 36.99% |
Returns By Period
In the year-to-date period, VIMCX achieves a -3.88% return, which is significantly higher than PXSGX's -9.88% return. Both investments have delivered pretty close results over the past 10 years, with VIMCX having a 10.40% annualized return and PXSGX not far behind at 9.92%.
VIMCX
- 1D
- 2.93%
- 1M
- -8.70%
- YTD
- -3.88%
- 6M
- -5.70%
- 1Y
- -0.10%
- 3Y*
- 5.41%
- 5Y*
- 3.21%
- 10Y*
- 10.40%
PXSGX
- 1D
- 2.63%
- 1M
- -8.99%
- YTD
- -9.88%
- 6M
- -15.97%
- 1Y
- -23.38%
- 3Y*
- -3.82%
- 5Y*
- -5.92%
- 10Y*
- 9.92%
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VIMCX vs. PXSGX - Expense Ratio Comparison
VIMCX has a 0.95% expense ratio, which is lower than PXSGX's 1.07% expense ratio.
Return for Risk
VIMCX vs. PXSGX — Risk / Return Rank
VIMCX
PXSGX
VIMCX vs. PXSGX - 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 Small-Cap Growth Fund (PXSGX). 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.
| VIMCX | PXSGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | -1.05 | +1.06 |
Sortino ratioReturn per unit of downside risk | 0.17 | -1.56 | +1.73 |
Omega ratioGain probability vs. loss probability | 1.02 | 0.83 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.07 | -0.81 | +0.88 |
Martin ratioReturn relative to average drawdown | 0.20 | -1.81 | +2.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VIMCX | PXSGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | -1.05 | +1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | -0.24 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.44 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.40 | +0.30 |
Correlation
The correlation between VIMCX and PXSGX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
VIMCX vs. PXSGX - Dividend Comparison
VIMCX's dividend yield for the trailing twelve months is around 4.59%, less than PXSGX's 53.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMCX Virtus KAR Mid-Cap Core Fund | 4.59% | 4.41% | 0.00% | 2.36% | 0.23% | 1.58% | 0.67% | 0.94% | 0.77% | 0.29% | 0.00% | 0.63% |
PXSGX Virtus KAR Small-Cap Growth Fund | 53.16% | 47.91% | 20.72% | 5.31% | 17.32% | 14.31% | 9.64% | 1.52% | 2.31% | 0.00% | 2.69% | 2.99% |
Drawdowns
VIMCX vs. PXSGX - Drawdown Comparison
The maximum VIMCX drawdown since its inception was -33.92%, smaller than the maximum PXSGX drawdown of -53.72%. Use the drawdown chart below to compare losses from any high point for VIMCX and PXSGX.
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Drawdown Indicators
| VIMCX | PXSGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.92% | -53.72% | +19.80% |
Max Drawdown (1Y)Largest decline over 1 year | -12.25% | -28.55% | +16.30% |
Max Drawdown (5Y)Largest decline over 5 years | -28.42% | -42.49% | +14.07% |
Max Drawdown (10Y)Largest decline over 10 years | -33.92% | -42.49% | +8.57% |
Current DrawdownCurrent decline from peak | -10.15% | -40.54% | +30.39% |
Average DrawdownAverage peak-to-trough decline | -4.87% | -11.52% | +6.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.27% | 12.74% | -8.47% |
Volatility
VIMCX vs. PXSGX - Volatility Comparison
Virtus KAR Mid-Cap Core Fund (VIMCX) has a higher volatility of 5.95% compared to Virtus KAR Small-Cap Growth Fund (PXSGX) at 5.59%. This indicates that VIMCX's price experiences larger fluctuations and is considered to be riskier than PXSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIMCX | PXSGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.95% | 5.59% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 11.72% | 13.19% | -1.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.88% | 21.91% | -2.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.05% | 24.81% | -6.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.64% | 22.52% | -3.88% |