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FSMAX vs VKSGX
FSMAX vs VKSGX Comparison
Open Charts FSMAX vs VKSGX
Fidelity Extended Market Index
Price$96.51
Change+$0.65 (+0.68%)
VolumeN/A
Net Assets39.17B
Virtus KAR Small-Mid Cap Value R6
Price$10.71
Change+$0.09 (+0.85%)
VolumeN/A
Net Assets5.77M
FSMAX vs VKSGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. VKSGX (5.77M). VKSGX pays higher dividends than FSMAX: VKSGX (0.67) vs FSMAX (0.47). FSMAX was incepted earlier than VKSGX: FSMAX (14 years) vs VKSGX (4 years). VKSGX (2.01) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 9.00 vs. VKSGX (8.00). FSMAX has a lower initial minimum investment than VKSGX: FSMAX (0) vs VKSGX (2500000). FSMAX annual gain was more profitable for investors over the last year : 15.33 vs. VKSGX (5.88).
| FSMAX | VKSGX | FSMAX / VKSGX | |
| Total Expense Ratio | 0.04 | 0.82 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 2.01 | 2% |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | 6.195 | 2.292 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 5.77M | 679,141% |
| Annual Yield % from dividends | 0.47 | 0.67 | 71% |
| Returns for 1 year | 15.33 | 5.88 | 261% |
| Returns for 3 years | 51.73 | 28.06 | 184% |
| Returns for 5 years | 61.91 | N/A | - |
| Returns for 10 years | 86.12 | N/A | - |
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