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FSMAX vs VKSRX
FSMAX vs VKSRX Comparison
Open Charts FSMAX vs VKSRX
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
Virtus KAR Small-Mid Cap Core R6
Price$19.83
Change-$0.43 (-2.12%)
VolumeN/A
Net Assets1.71B
FSMAX vs VKSRX Comparison Chart in %
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FSMAX vs. VKSRX commentary
Feb 05, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FSMAX is a Hold and VKSRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. VKSRX (1.71B). FSMAX pays higher dividends than VKSRX: FSMAX (0.56) vs VKSRX (0.00). FSMAX was incepted earlier than VKSRX: FSMAX (14 years) vs VKSRX (8 years). VKSRX (0.90) is less costly to investors than FSMAX (0.04). FSMAX (15.00) and VKSRX (15.00) have comparable annual turnover. FSMAX has a lower initial minimum investment than VKSRX: FSMAX (0) vs VKSRX (2500000). FSMAX annual gain was more profitable for investors over the last year : 10.51 vs. VKSRX (-5.62). FSMAX return over 5 years is better than : 19.23 vs. VKSRX (13.18).
| FSMAX | VKSRX | FSMAX / VKSRX | |
| Total Expense Ratio | 0.04 | 0.90 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.90 | 4% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 3.050 | 1.901 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6B | 1.71B | 2,370% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 10.51 | -5.62 | -187% |
| Returns for 3 years | 48.06 | 14.16 | 339% |
| Returns for 5 years | 19.23 | 13.18 | 146% |
| Returns for 10 years | 157.02 | N/A | - |
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