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FSMAX vs VKSDX
FSMAX vs VKSDX Comparison
Open Charts FSMAX vs VKSDX
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
Virtus KAR Small-Mid Cap Value A
Price$10.43
Change+$0.43 (+4.30%)
VolumeN/A
Net Assets5.57M
FSMAX vs VKSDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. VKSDX (5.57M). FSMAX pays higher dividends than VKSDX: FSMAX (0.56) vs VKSDX (0.11). FSMAX was incepted earlier than VKSDX: FSMAX (14 years) vs VKSDX (5 years). VKSDX (2.28) is less costly to investors than FSMAX (0.04). VKSDX is a more actively managed with annual turnover of: 20.00 vs. FSMAX (15.00). FSMAX has a lower initial minimum investment than VKSDX: FSMAX (0) vs VKSDX (2500). FSMAX annual gain was more profitable for investors over the last year : 10.51 vs. VKSDX (-1.50).
| FSMAX | VKSDX | FSMAX / VKSDX | |
| Total Expense Ratio | 0.04 | 1.17 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 2.28 | 2% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 3.050 | 4.404 | 69% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6B | 5.57M | 728,774% |
| Annual Yield % from dividends | 0.56 | 0.11 | 526% |
| Returns for 1 year | 10.51 | -1.50 | -702% |
| Returns for 3 years | 48.06 | 13.80 | 348% |
| Returns for 5 years | 19.23 | N/A | - |
| Returns for 10 years | 157.02 | N/A | - |
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