VKSIX vs. VMGMX

In the year-to-date period, VKSIX achieves a 12.68% return, which is significantly lower than VMGMX's 19.86% return.

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VKSIX has a 1.02% expense ratio, which is higher than VMGMX's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Core Fund (VKSIX) and Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX). 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 VKSIX Sharpe Ratio is 1.60, which is comparable to the VMGMX Sharpe Ratio of 2.12. The chart below compares the historical Sharpe Ratios of VKSIX and VMGMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VKSIX has not paid dividends to shareholders, while VMGMX's dividend yield for the trailing twelve months is around 0.67%.

The maximum VKSIX drawdown since its inception was -35.59%, roughly equal to the maximum VMGMX drawdown of -37.17%. Use the drawdown chart below to compare losses from any high point for VKSIX and VMGMX. For additional features, visit the drawdowns tool.

The current volatility for Virtus KAR Small-Mid Cap Core Fund (VKSIX) is 3.83%, while Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) has a volatility of 4.78%. This indicates that VKSIX experiences smaller price fluctuations and is considered to be less risky than VMGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.