VKSFX vs. THPMX
VKSFX (Virtus KAR Small-Mid Cap Value Fund) and THPMX (Thompson MidCap Fund) are both Mid Cap Blend Equities funds. Over the past 3 years, VKSFX returned 4.30%/yr vs 15.05%/yr for THPMX. Their correlation of 0.89 means they have usually moved in the same direction. VKSFX charges 0.94%/yr vs 1.15%/yr for THPMX.
Performance
VKSFX vs. THPMX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, VKSFX achieves a 1.89% return, which is significantly lower than THPMX's 15.89% return.
VKSFX
- 1D
- -0.20%
- 1M
- -0.97%
- 6M
- -3.22%
- YTD
- 1.89%
- 1Y
- -1.88%
- 3Y*
- 4.30%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 0.94%
THPMX
- 1D
- -0.70%
- 1M
- -0.35%
- 6M
- 11.93%
- YTD
- 15.89%
- 1Y
- 33.96%
- 3Y*
- 15.05%
- 5Y*
- 9.16%
- 10Y*
- 11.14%
- ALL TIME*
- 13.03%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
THPMX Thompson MidCap Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
VKSFX vs. THPMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VKSFX Virtus KAR Small-Mid Cap Value Fund | 1.89% | -3.61% | 10.24% | 16.94% | -20.43% | 4.02% |
THPMX Thompson MidCap Fund | 15.89% | 20.08% | 7.70% | 17.01% | -14.84% | 3.32% |
Correlation
The correlation between VKSFX and THPMX is 0.81, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.81 |
Correlation (3Y) Balances recent behavior with more history. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Aug 4, 2021 | 0.89 |
The correlation between VKSFX and THPMX has been stable across timeframes, ranging from 0.81 to 0.89 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
VKSFX vs. THPMX — Risk / Return Rank
VKSFX
THPMX
VKSFX vs. THPMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Value Fund (VKSFX) and Thompson MidCap Fund (THPMX). 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.
| VKSFX | THPMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.27 | ||
| Sortino ratioReturn per unit of downside risk | -3.14 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.36 | -0.38 |
| Calmar ratioReturn relative to maximum drawdown | -0.25 | 3.22 | -3.47 |
| Martin ratioReturn relative to average drawdown | -0.45 | 11.86 | -12.31 |
Loading charts...
Drawdowns
VKSFX vs. THPMX - Drawdown Comparison
The maximum VKSFX drawdown since its inception was -25.46%, smaller than the maximum THPMX drawdown of -47.55%. Use the drawdown chart below to compare losses from any high point for VKSFX and THPMX.
Loading charts...
Drawdown Indicators
| VKSFX | THPMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.46% | -47.55% | +22.09% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -9.90% | -1.46% |
Max Drawdown (3Y)Largest decline over 3 years | -20.84% | -21.52% | +0.68% |
Max Drawdown (5Y)Largest decline over 5 years | -25.46% | -25.29% | -0.17% |
Max Drawdown (10Y)Largest decline over 10 years | — | -47.55% | — |
Current DrawdownCurrent decline from peak | -9.60% | -2.12% | -7.48% |
Average DrawdownAverage peak-to-trough decline | -10.65% | -6.71% | -3.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.21% | 2.68% | +3.53% |
Volatility
VKSFX vs. THPMX - Volatility Comparison
Virtus KAR Small-Mid Cap Value Fund (VKSFX) has a higher volatility of 4.86% compared to Thompson MidCap Fund (THPMX) at 3.97%. This indicates that VKSFX's price experiences larger fluctuations and is considered to be riskier than THPMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| VKSFX | THPMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 3.97% | +0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 10.20% | 11.38% | -1.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.66% | 15.36% | -0.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.04% | 20.47% | -2.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.04% | 22.65% | -4.61% |
VKSFX vs. THPMX - Expense Ratio Comparison
VKSFX has a 0.94% expense ratio, which is lower than THPMX's 1.15% expense ratio.
Dividends
VKSFX vs. THPMX - Dividend Comparison
VKSFX's dividend yield for the trailing twelve months is around 0.23%, less than THPMX's 8.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
THPMX Thompson MidCap Fund | 8.18% | 9.48% | 8.04% | 7.60% | 12.04% | 9.76% | 0.33% | 2.93% | 7.29% | 7.51% | 4.84% | 9.46% |
VKSFX Virtus KAR Small-Mid Cap Value Fund | 0.23% | 0.23% | 0.54% | 0.70% | 0.46% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VKSFX and THPMX have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VKSFX has higher volatility (4.86%) compared to THPMX (3.97%). In terms of maximum drawdown, VKSFX dropped -25.46% vs THPMX's -47.55%.
THPMX currently has the higher Sharpe Ratio (2.08 vs -0.19), 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.
Find the right allocation for VKSFX and THPMX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer