VIMCX vs. VLIFX

In the year-to-date period, VIMCX achieves a 6.24% return, which is significantly lower than VLIFX's 7.91% return. Over the past 10 years, VIMCX has outperformed VLIFX with an annualized return of 10.60%, while VLIFX has yielded a comparatively lower 9.01% annualized return.

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VIMCX has a 0.95% expense ratio, which is lower than VLIFX's 1.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap Core Fund (VIMCX) and Value Line Mid Cap Focused Fund (VLIFX). 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.

The current VIMCX Sharpe Ratio is 0.55, which is comparable to the VLIFX Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of VIMCX and VLIFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither VIMCX nor VLIFX has paid dividends to shareholders.

The maximum VIMCX drawdown since its inception was -33.92%, smaller than the maximum VLIFX drawdown of -81.77%. Use the drawdown chart below to compare losses from any high point for VIMCX and VLIFX. For additional features, visit the drawdowns tool.

The current volatility for Virtus KAR Mid-Cap Core Fund (VIMCX) is 4.33%, while Value Line Mid Cap Focused Fund (VLIFX) has a volatility of 4.72%. This indicates that VIMCX experiences smaller price fluctuations and is considered to be less risky than VLIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.