VIMCX vs. SAMFX
VIMCX (Virtus KAR Mid-Cap Core Fund) and SAMFX (Virtus Seix Total Return Bond Fund) are both mutual funds - VIMCX is a Mid Cap Growth Equities fund managed by Virtus, while SAMFX is a Intermediate Core-Plus Bond fund managed by Virtus. Over the past 10 years, VIMCX returned 10.70%/yr vs 1.07%/yr for SAMFX. Their -0.14 correlation means they have often moved in opposite directions in the past. VIMCX charges 0.95%/yr vs 0.46%/yr for SAMFX.
Performance
VIMCX vs. SAMFX - Performance Comparison
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Returns By Period
In the year-to-date period, VIMCX achieves a 0.96% return, which is significantly higher than SAMFX's -1.10% return. Over the past 10 years, VIMCX has outperformed SAMFX with an annualized return of 10.70%, while SAMFX has yielded a comparatively lower 1.07% 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%
SAMFX
- 1D
- -0.33%
- 1M
- -1.61%
- 6M
- -1.19%
- YTD
- -1.10%
- 1Y
- 1.39%
- 3Y*
- 2.98%
- 5Y*
- -1.06%
- 10Y*
- 1.07%
- ALL TIME*
- 2.45%
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. SAMFX - 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% |
SAMFX Virtus Seix Total Return Bond Fund | -1.10% | 6.87% | 0.43% | 4.35% | -13.57% | -1.44% | 10.24% | 7.12% | -0.32% | 2.68% |
Correlation
The correlation between VIMCX and SAMFX is 0.35, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.35 |
Correlation (3Y) Balances recent behavior with more history. | 0.25 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.18 |
Correlation (10Y) Provides a long-term view across more market conditions. | -0.00 |
Correlation (All Time) Calculated using the full available price history since Jun 23, 2009 | -0.14 |
The correlation between VIMCX and SAMFX shifts across timeframes, from -0.14 (all time) to 0.35 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
VIMCX vs. SAMFX — Risk / Return Rank
VIMCX
SAMFX
VIMCX vs. SAMFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap Core Fund (VIMCX) and Virtus Seix Total Return Bond Fund (SAMFX). 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 | SAMFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.59 | ||
| Sortino ratioReturn per unit of downside risk | -0.74 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.10 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 0.70 | -0.72 |
| Martin ratioReturn relative to average drawdown | -0.05 | 1.77 | -1.83 |
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Drawdowns
VIMCX vs. SAMFX - Drawdown Comparison
The maximum VIMCX drawdown since its inception was -33.92%, which is greater than SAMFX's maximum drawdown of -18.72%. Use the drawdown chart below to compare losses from any high point for VIMCX and SAMFX.
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Drawdown Indicators
| VIMCX | SAMFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.92% | -18.72% | -15.20% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -3.09% | -9.05% |
Max Drawdown (3Y)Largest decline over 3 years | -20.32% | -5.34% | -14.98% |
Max Drawdown (5Y)Largest decline over 5 years | -28.42% | -17.89% | -10.53% |
Max Drawdown (10Y)Largest decline over 10 years | -33.92% | -18.72% | -15.20% |
Current DrawdownCurrent decline from peak | -5.63% | -6.22% | +0.59% |
Average DrawdownAverage peak-to-trough decline | -4.89% | -3.52% | -1.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 1.22% | +3.64% |
Volatility
VIMCX vs. SAMFX - Volatility Comparison
Virtus KAR Mid-Cap Core Fund (VIMCX) has a higher volatility of 3.84% compared to Virtus Seix Total Return Bond Fund (SAMFX) at 1.00%. This indicates that VIMCX's price experiences larger fluctuations and is considered to be riskier than SAMFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIMCX | SAMFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.84% | 1.00% | +2.84% |
Volatility (6M)Calculated over the trailing 6-month period | 12.41% | 3.05% | +9.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.35% | 3.81% | +12.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.21% | 5.88% | +12.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.66% | 4.89% | +13.77% |
VIMCX vs. SAMFX - Expense Ratio Comparison
VIMCX has a 0.95% expense ratio, which is higher than SAMFX's 0.46% expense ratio.
Dividends
VIMCX vs. SAMFX - Dividend Comparison
VIMCX's dividend yield for the trailing twelve months is around 4.37%, more than SAMFX's 3.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAMFX Virtus Seix Total Return Bond Fund | 3.97% | 4.25% | 3.57% | 3.16% | 3.33% | 1.09% | 1.99% | 1.95% | 2.09% | 2.36% | 3.59% | 2.12% |
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 SAMFX have a correlation of 0.35, 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 SAMFX (1.00%). In terms of maximum drawdown, VIMCX dropped -33.92% vs SAMFX's -18.72%.
SAMFX currently has the higher Sharpe Ratio (0.57 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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