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FSMDX vs VKSEX
FSMDX vs VKSEX Comparison
Open Charts FSMDX vs VKSEX
Fidelity Mid Cap Index
Price$36.54
Change-$0.66 (-1.77%)
VolumeN/A
Net Assets45.03B
Virtus KAR Small-Mid Cap Value C
Price$9.77
Change-$0.11 (-1.11%)
VolumeN/A
Net Assets5.33M
FSMDX vs VKSEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45B vs. VKSEX (5.33M). FSMDX pays higher dividends than VKSEX: FSMDX (1.26) vs VKSEX (0.00). FSMDX was incepted earlier than VKSEX: FSMDX (14 years) vs VKSEX (4 years). VKSEX (3.05) is less costly to investors than FSMDX (0.03). FSMDX is a more actively managed with annual turnover of: 15.00 vs. VKSEX (8.00). FSMDX has a lower initial minimum investment than VKSEX: FSMDX (0) vs VKSEX (2500). FSMDX annual gain was more profitable for investors over the last year : 4.21 vs. VKSEX (-9.85).
| FSMDX | VKSEX | FSMDX / VKSEX | |
| Total Expense Ratio | 0.03 | 1.92 | 1% |
| Annual Report Gross Expense Ratio | 0.03 | 3.05 | 1% |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | 10.246 | -4.078 | -251% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 4.21 | -9.85 | -43% |
| Returns for 3 years | 41.46 | 14.09 | 294% |
| Returns for 5 years | 55.45 | N/A | - |
| Returns for 10 years | 143.82 | N/A | - |
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