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FSMDX vs VKSDX
FSMDX vs VKSDX Comparison
Open Charts FSMDX vs VKSDX
Fidelity Mid Cap Index
Price$36.54
Change-$0.66 (-1.77%)
VolumeN/A
Net Assets45.03B
Virtus KAR Small-Mid Cap Value A
Price$9.92
Change-$0.12 (-1.20%)
VolumeN/A
Net Assets5.33M
FSMDX vs VKSDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45B vs. VKSDX (5.33M). FSMDX pays higher dividends than VKSDX: FSMDX (1.26) vs VKSDX (0.38). FSMDX was incepted earlier than VKSDX: FSMDX (14 years) vs VKSDX (4 years). VKSDX (2.28) is less costly to investors than FSMDX (0.03). FSMDX is a more actively managed with annual turnover of: 15.00 vs. VKSDX (8.00). FSMDX has a lower initial minimum investment than VKSDX: FSMDX (0) vs VKSDX (2500). FSMDX annual gain was more profitable for investors over the last year : 4.21 vs. VKSDX (-9.15).
| FSMDX | VKSDX | FSMDX / VKSDX | |
| Total Expense Ratio | 0.03 | 1.17 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 2.28 | 1% |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | 10.246 | -3.462 | -296% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45B | 5.33M | 844,119% |
| Annual Yield % from dividends | 1.26 | 0.38 | 326% |
| Returns for 1 year | 4.21 | -9.15 | -46% |
| Returns for 3 years | 41.46 | 16.70 | 248% |
| Returns for 5 years | 55.45 | N/A | - |
| Returns for 10 years | 143.82 | N/A | - |
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