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FSMAX vs VKSGX
FSMAX vs VKSGX Comparison
Open Charts FSMAX vs VKSGX
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
Virtus KAR Small-Mid Cap Value R6
Price$10.51
Change+$0.41 (+4.06%)
VolumeN/A
Net Assets5.57M
FSMAX vs VKSGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. VKSGX (5.57M). FSMAX pays higher dividends than VKSGX: FSMAX (0.56) vs VKSGX (0.46). FSMAX was incepted earlier than VKSGX: FSMAX (14 years) vs VKSGX (5 years). VKSGX (2.01) is less costly to investors than FSMAX (0.04). VKSGX is a more actively managed with annual turnover of: 20.00 vs. FSMAX (15.00). 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 : 10.51 vs. VKSGX (-1.04).
| 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 | 5 years | - |
| Gain YTD | 3.050 | 4.577 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6B | 5.57M | 728,774% |
| Annual Yield % from dividends | 0.56 | 0.46 | 122% |
| Returns for 1 year | 10.51 | -1.04 | -1,014% |
| Returns for 3 years | 48.06 | 15.05 | 319% |
| Returns for 5 years | 19.23 | N/A | - |
| Returns for 10 years | 157.02 | N/A | - |
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