VIMCX vs. SCATX
Compare and contrast key facts about Virtus KAR Mid-Cap Core Fund (VIMCX) and Virtus Zevenbergen Innovative Growth Stock Fund (SCATX).
VIMCX is managed by Virtus. It was launched on Jun 22, 2009. SCATX is managed by Virtus. It was launched on Feb 23, 2004.
Performance
VIMCX vs. SCATX - Performance Comparison
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VIMCX vs. SCATX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIMCX Virtus KAR Mid-Cap Core Fund | -6.62% | 0.72% | 5.20% | 22.64% | -19.75% | 25.28% | 26.11% | 31.74% | -4.18% | 24.95% |
SCATX Virtus Zevenbergen Innovative Growth Stock Fund | -18.58% | 10.22% | 35.81% | 65.58% | -55.30% | -9.93% | 119.67% | 37.02% | 10.84% | 34.23% |
Returns By Period
In the year-to-date period, VIMCX achieves a -6.62% return, which is significantly higher than SCATX's -18.58% return. Over the past 10 years, VIMCX has underperformed SCATX with an annualized return of 10.08%, while SCATX has yielded a comparatively higher 14.45% annualized return.
VIMCX
- 1D
- -0.17%
- 1M
- -10.94%
- YTD
- -6.62%
- 6M
- -8.91%
- 1Y
- -2.62%
- 3Y*
- 4.40%
- 5Y*
- 2.97%
- 10Y*
- 10.08%
SCATX
- 1D
- -1.59%
- 1M
- -11.29%
- YTD
- -18.58%
- 6M
- -20.81%
- 1Y
- 5.43%
- 3Y*
- 15.22%
- 5Y*
- -2.49%
- 10Y*
- 14.45%
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VIMCX vs. SCATX - Expense Ratio Comparison
VIMCX has a 0.95% expense ratio, which is lower than SCATX's 1.00% expense ratio.
Return for Risk
VIMCX vs. SCATX — Risk / Return Rank
VIMCX
SCATX
VIMCX vs. SCATX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap Core Fund (VIMCX) and Virtus Zevenbergen Innovative Growth Stock Fund (SCATX). 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 | SCATX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.10 | 0.14 | -0.24 |
Sortino ratioReturn per unit of downside risk | -0.01 | 0.41 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.05 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | -0.30 | 0.03 | -0.33 |
Martin ratioReturn relative to average drawdown | -0.87 | 0.08 | -0.95 |
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 | SCATX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.10 | 0.14 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | -0.07 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.45 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.38 | +0.32 |
Correlation
The correlation between VIMCX and SCATX is 0.72, 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. SCATX - Dividend Comparison
VIMCX's dividend yield for the trailing twelve months is around 4.73%, while SCATX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMCX Virtus KAR Mid-Cap Core Fund | 4.73% | 4.41% | 0.00% | 2.36% | 0.23% | 1.58% | 0.67% | 0.94% | 0.77% | 0.29% | 0.00% | 0.63% |
SCATX Virtus Zevenbergen Innovative Growth Stock Fund | 0.00% | 0.00% | 0.00% | 0.00% | 4.30% | 0.00% | 0.00% | 0.00% | 6.18% | 10.09% | 18.59% | 7.30% |
Drawdowns
VIMCX vs. SCATX - Drawdown Comparison
The maximum VIMCX drawdown since its inception was -33.92%, smaller than the maximum SCATX drawdown of -66.92%. Use the drawdown chart below to compare losses from any high point for VIMCX and SCATX.
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Drawdown Indicators
| VIMCX | SCATX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.92% | -66.92% | +33.00% |
Max Drawdown (1Y)Largest decline over 1 year | -12.25% | -26.17% | +13.92% |
Max Drawdown (5Y)Largest decline over 5 years | -28.42% | -63.68% | +35.26% |
Max Drawdown (10Y)Largest decline over 10 years | -33.92% | -66.92% | +33.00% |
Current DrawdownCurrent decline from peak | -12.71% | -30.83% | +18.12% |
Average DrawdownAverage peak-to-trough decline | -4.87% | -15.85% | +10.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.22% | 8.51% | -4.29% |
Volatility
VIMCX vs. SCATX - Volatility Comparison
The current volatility for Virtus KAR Mid-Cap Core Fund (VIMCX) is 4.93%, while Virtus Zevenbergen Innovative Growth Stock Fund (SCATX) has a volatility of 8.04%. This indicates that VIMCX experiences smaller price fluctuations and is considered to be less risky than SCATX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIMCX | SCATX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.93% | 8.04% | -3.11% |
Volatility (6M)Calculated over the trailing 6-month period | 11.34% | 18.11% | -6.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.71% | 29.45% | -9.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.00% | 36.24% | -18.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.62% | 32.55% | -13.93% |