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FSMAX vs VKSDX
FSMAX vs VKSDX Comparison
Open Charts FSMAX vs VKSDX
Fidelity Extended Market Index
Price$98.68
Change-$2.68 (-2.64%)
VolumeN/A
Net Assets41.46B
Virtus KAR Small-Mid Cap Value A
Price$9.92
Change-$0.12 (-1.20%)
VolumeN/A
Net Assets5.33M
FSMAX vs VKSDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. VKSDX (5.33M). FSMAX pays higher dividends than VKSDX: FSMAX (0.43) vs VKSDX (0.38). FSMAX was incepted earlier than VKSDX: FSMAX (14 years) vs VKSDX (4 years). VKSDX (2.28) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 15.00 vs. VKSDX (8.00). 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 : 6.78 vs. VKSDX (-9.15).
| 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 | 4 years | - |
| Gain YTD | 11.598 | -3.462 | -335% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5B | 5.33M | 778,466% |
| Annual Yield % from dividends | 0.43 | 0.38 | 112% |
| Returns for 1 year | 6.78 | -9.15 | -74% |
| Returns for 3 years | 53.30 | 16.70 | 319% |
| Returns for 5 years | 44.78 | N/A | - |
| Returns for 10 years | 108.36 | N/A | - |
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