VIMCX vs. USNQX
Compare and contrast key facts about Virtus KAR Mid-Cap Core Fund (VIMCX) and USAA Nasdaq 100 Index Fund (USNQX).
VIMCX is managed by Virtus. It was launched on Jun 22, 2009. USNQX is managed by Victory Capital. It was launched on Oct 27, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIMCX or USNQX.
Correlation
The correlation between VIMCX and USNQX is 0.78, 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.
Performance
VIMCX vs. USNQX - Performance Comparison
Key characteristics
VIMCX:
0.66
USNQX:
1.46
VIMCX:
0.99
USNQX:
1.98
VIMCX:
1.12
USNQX:
1.27
VIMCX:
0.91
USNQX:
1.95
VIMCX:
3.05
USNQX:
6.99
VIMCX:
3.07%
USNQX:
3.79%
VIMCX:
14.24%
USNQX:
18.11%
VIMCX:
-33.92%
USNQX:
-74.36%
VIMCX:
-6.16%
USNQX:
-4.21%
Returns By Period
In the year-to-date period, VIMCX achieves a 6.36% return, which is significantly lower than USNQX's 24.43% return. Over the past 10 years, VIMCX has underperformed USNQX with an annualized return of 10.62%, while USNQX has yielded a comparatively higher 16.06% annualized return.
VIMCX
6.36%
-4.04%
3.99%
7.10%
9.51%
10.62%
USNQX
24.43%
0.56%
6.06%
24.79%
17.04%
16.06%
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VIMCX vs. USNQX - Expense Ratio Comparison
VIMCX has a 0.95% expense ratio, which is higher than USNQX's 0.42% expense ratio.
Risk-Adjusted Performance
VIMCX vs. USNQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap Core Fund (VIMCX) and USAA Nasdaq 100 Index Fund (USNQX). 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.
Dividends
VIMCX vs. USNQX - Dividend Comparison
Neither VIMCX nor USNQX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMCX Virtus KAR Mid-Cap Core Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USNQX USAA Nasdaq 100 Index Fund | 0.00% | 0.58% | 0.28% | 0.24% | 0.37% | 0.55% | 0.65% | 0.46% | 0.50% | 0.62% | 0.21% | 0.28% |
Drawdowns
VIMCX vs. USNQX - Drawdown Comparison
The maximum VIMCX drawdown since its inception was -33.92%, smaller than the maximum USNQX drawdown of -74.36%. Use the drawdown chart below to compare losses from any high point for VIMCX and USNQX. For additional features, visit the drawdowns tool.
Volatility
VIMCX vs. USNQX - Volatility Comparison
The current volatility for Virtus KAR Mid-Cap Core Fund (VIMCX) is 4.69%, while USAA Nasdaq 100 Index Fund (USNQX) has a volatility of 5.46%. This indicates that VIMCX experiences smaller price fluctuations and is considered to be less risky than USNQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.