VKSFX vs. VMCIX
Compare and contrast key facts about Virtus KAR Small-Mid Cap Value Fund (VKSFX) and Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX).
VKSFX is managed by Virtus. It was launched on Aug 2, 2021. VMCIX is managed by Vanguard. It was launched on May 21, 1998.
Performance
VKSFX vs. VMCIX - Performance Comparison
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VKSFX vs. VMCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VKSFX Virtus KAR Small-Mid Cap Value Fund | -4.29% | -3.61% | 10.24% | 16.94% | -20.43% | 4.02% |
VMCIX Vanguard Mid-Cap Index Fund Institutional Shares | -2.79% | 11.67% | 14.68% | 16.54% | -18.70% | 6.51% |
Returns By Period
In the year-to-date period, VKSFX achieves a -4.29% return, which is significantly lower than VMCIX's -2.79% return.
VKSFX
- 1D
- -0.10%
- 1M
- -8.75%
- YTD
- -4.29%
- 6M
- -6.22%
- 1Y
- -3.49%
- 3Y*
- 4.48%
- 5Y*
- —
- 10Y*
- —
VMCIX
- 1D
- -0.66%
- 1M
- -7.87%
- YTD
- -2.79%
- 6M
- -3.58%
- 1Y
- 10.31%
- 3Y*
- 11.79%
- 5Y*
- 6.51%
- 10Y*
- 10.43%
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VKSFX vs. VMCIX - Expense Ratio Comparison
VKSFX has a 0.94% expense ratio, which is higher than VMCIX's 0.04% expense ratio.
Return for Risk
VKSFX vs. VMCIX — Risk / Return Rank
VKSFX
VMCIX
VKSFX vs. VMCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Value Fund (VKSFX) and Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX). 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.
| VKSFX | VMCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.17 | 0.63 | -0.80 |
Sortino ratioReturn per unit of downside risk | -0.13 | 0.99 | -1.11 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.14 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | -0.37 | 0.73 | -1.10 |
Martin ratioReturn relative to average drawdown | -0.88 | 3.40 | -4.28 |
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
| VKSFX | VMCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.17 | 0.63 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.37 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.02 | 0.47 | -0.49 |
Correlation
The correlation between VKSFX and VMCIX is 0.91, 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
VKSFX vs. VMCIX - Dividend Comparison
VKSFX's dividend yield for the trailing twelve months is around 0.24%, less than VMCIX's 1.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VKSFX Virtus KAR Small-Mid Cap Value Fund | 0.24% | 0.23% | 0.54% | 0.70% | 0.46% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VMCIX Vanguard Mid-Cap Index Fund Institutional Shares | 1.54% | 1.52% | 1.49% | 1.51% | 1.60% | 1.12% | 1.45% | 1.48% | 1.83% | 1.36% | 1.46% | 1.48% |
Drawdowns
VKSFX vs. VMCIX - Drawdown Comparison
The maximum VKSFX drawdown since its inception was -25.46%, smaller than the maximum VMCIX drawdown of -58.86%. Use the drawdown chart below to compare losses from any high point for VKSFX and VMCIX.
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Drawdown Indicators
| VKSFX | VMCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.46% | -58.86% | +33.40% |
Max Drawdown (1Y)Largest decline over 1 year | -11.63% | -12.77% | +1.14% |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.54% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.30% | — |
Current DrawdownCurrent decline from peak | -15.09% | -8.13% | -6.96% |
Average DrawdownAverage peak-to-trough decline | -10.62% | -8.02% | -2.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.94% | 2.75% | +2.19% |
Volatility
VKSFX vs. VMCIX - Volatility Comparison
The current volatility for Virtus KAR Small-Mid Cap Value Fund (VKSFX) is 3.62%, while Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX) has a volatility of 4.23%. This indicates that VKSFX experiences smaller price fluctuations and is considered to be less risky than VMCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VKSFX | VMCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.62% | 4.23% | -0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 10.33% | 9.43% | +0.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.25% | 17.58% | +0.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.29% | 17.63% | +0.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.29% | 18.90% | -0.61% |