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FSMAX vs VKSRX
FSMAX vs VKSRX Comparison
Open Charts FSMAX vs VKSRX
Fidelity Extended Market Index
Price$102.38
Change+$1.40 (+1.39%)
VolumeN/A
Net Assets41.03B
Virtus KAR Small-Mid Cap Core R6
Price$19.75
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets1.83B
FSMAX vs VKSRX Comparison Chart in %
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FSMAX vs. VKSRX commentary
Dec 05, 2025
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 StrongBuy and VKSRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. VKSRX (1.83B). FSMAX pays higher dividends than VKSRX: FSMAX (0.43) 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 is a more actively managed with annual turnover of: 15.00 vs. VKSRX (7.00). 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 : 4.91 vs. VKSRX (-9.82). FSMAX return over 5 years is better than : 32.55 vs. VKSRX (23.32).
| 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 | 12.654 | -3.186 | -397% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 1.83B | 2,242% |
| Annual Yield % from dividends | 0.43 | 0.00 | - |
| Returns for 1 year | 4.91 | -9.82 | -50% |
| Returns for 3 years | 53.94 | 21.91 | 246% |
| Returns for 5 years | 32.55 | 23.32 | 140% |
| Returns for 10 years | 104.60 | N/A | - |
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