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FSMAX vs VKSDX
FSMAX vs VKSDX Comparison
Open Charts FSMAX vs VKSDX
Fidelity Extended Market Index
Price$105.57
Change-$0.03 (-0.03%)
VolumeN/A
Net Assets40.06B
Virtus KAR Small-Mid Cap Value A
Price$10.57
Change+$0.05 (+0.48%)
VolumeN/A
Net Assets5.57M
FSMAX vs VKSDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. VKSDX (5.57M). FSMAX pays higher dividends than VKSDX: FSMAX (0.57) vs VKSDX (0.11). 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 : 17.16 vs. VKSDX (1.26).
| 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 | 4.897 | 5.806 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 5.57M | 719,412% |
| Annual Yield % from dividends | 0.57 | 0.11 | 517% |
| Returns for 1 year | 17.16 | 1.26 | 1,363% |
| Returns for 3 years | 60.27 | 21.51 | 280% |
| Returns for 5 years | 24.22 | N/A | - |
| Returns for 10 years | 156.77 | N/A | - |
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