VKSIX vs. MXMGX
VKSIX (Virtus KAR Small-Mid Cap Core Fund) and MXMGX (Great-West T. Rowe Price Mid Cap Growth Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, VKSIX returned -0.67%/yr vs 1.67%/yr for MXMGX. Their correlation of 0.86 means they have usually moved in the same direction. Both charge a 1.02% expense ratio.
Performance
VKSIX vs. MXMGX - Performance Comparison
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Returns By Period
In the year-to-date period, VKSIX achieves a -4.34% return, which is significantly lower than MXMGX's 2.07% return.
VKSIX
- 1D
- -0.22%
- 1M
- -1.28%
- 6M
- -6.80%
- YTD
- -4.34%
- 1Y
- -10.41%
- 3Y*
- 1.45%
- 5Y*
- -0.67%
- 10Y*
- —
- ALL TIME*
- 8.26%
MXMGX
- 1D
- -0.31%
- 1M
- -2.04%
- 6M
- 1.09%
- YTD
- 2.07%
- 1Y
- 3.63%
- 3Y*
- 5.59%
- 5Y*
- 1.67%
- 10Y*
- 8.76%
- ALL TIME*
- 5.88%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VKSIX vs. MXMGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | -4.34% | -4.36% | 9.07% | 23.61% | -23.83% | 19.54% | 33.45% | 38.81% | -6.68% |
MXMGX Great-West T. Rowe Price Mid Cap Growth Fund | 2.07% | 2.99% | 9.02% | 19.61% | -22.82% | 15.25% | 23.65% | 31.28% | -8.36% |
Correlation
The correlation between VKSIX and MXMGX is 0.80, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.80 |
Correlation (3Y) Balances recent behavior with more history. | 0.78 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2018 | 0.86 |
The correlation between VKSIX and MXMGX has been stable across timeframes, ranging from 0.78 to 0.86 - a consistent structural relationship.
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Return for Risk
VKSIX vs. MXMGX — Risk / Return Rank
VKSIX
MXMGX
VKSIX vs. MXMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Core Fund (VKSIX) and Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX). 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.
| VKSIX | MXMGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.96 | ||
| Sortino ratioReturn per unit of downside risk | -1.43 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.06 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | -0.71 | 0.36 | -1.07 |
| Martin ratioReturn relative to average drawdown | -1.32 | 1.19 | -2.51 |
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Drawdowns
VKSIX vs. MXMGX - Drawdown Comparison
The maximum VKSIX drawdown since its inception was -35.59%, smaller than the maximum MXMGX drawdown of -60.97%. Use the drawdown chart below to compare losses from any high point for VKSIX and MXMGX.
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Drawdown Indicators
| VKSIX | MXMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.59% | -60.97% | +25.38% |
Max Drawdown (1Y)Largest decline over 1 year | -15.71% | -10.29% | -5.42% |
Max Drawdown (3Y)Largest decline over 3 years | -20.29% | -23.17% | +2.88% |
Max Drawdown (5Y)Largest decline over 5 years | -32.49% | -32.33% | -0.16% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.88% | — |
Current DrawdownCurrent decline from peak | -15.65% | -2.46% | -13.19% |
Average DrawdownAverage peak-to-trough decline | -9.01% | -11.74% | +2.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.44% | 3.09% | +5.35% |
Volatility
VKSIX vs. MXMGX - Volatility Comparison
Virtus KAR Small-Mid Cap Core Fund (VKSIX) has a higher volatility of 4.88% compared to Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) at 2.53%. This indicates that VKSIX's price experiences larger fluctuations and is considered to be riskier than MXMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VKSIX | MXMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 2.53% | +2.35% |
Volatility (6M)Calculated over the trailing 6-month period | 12.18% | 10.52% | +1.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 13.59% | +2.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.28% | 19.04% | +0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.89% | 18.89% | +2.00% |
VKSIX vs. MXMGX - Expense Ratio Comparison
Both VKSIX and MXMGX have an expense ratio of 1.02%.
Dividends
VKSIX vs. MXMGX - Dividend Comparison
VKSIX's dividend yield for the trailing twelve months is around 0.36%, less than MXMGX's 1.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
MXMGX Great-West T. Rowe Price Mid Cap Growth Fund | 1.65% | 1.68% | 3.66% | 2.39% | 2.66% | 4.92% | 2.74% | 2.19% | 6.13% | 4.53% |
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.36% | 0.34% | 0.43% | 0.00% | 0.00% | 1.13% | 0.01% | 0.00% | 1.47% | 0.00% |
Frequently Asked Questions
VKSIX and MXMGX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VKSIX has higher volatility (4.88%) compared to MXMGX (2.53%). In terms of maximum drawdown, VKSIX dropped -35.59% vs MXMGX's -60.97%.
MXMGX currently has the higher Sharpe Ratio (0.27 vs -0.69), 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.
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