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FSMDX vs VKSGX
FSMDX vs VKSGX Comparison
Open Charts FSMDX vs VKSGX
Fidelity Mid Cap Index
Price$37.52
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets45.78B
Virtus KAR Small-Mid Cap Value R6
Price$10.26
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets5.4M
FSMDX vs VKSGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. VKSGX (5.4M). FSMDX pays higher dividends than VKSGX: FSMDX (1.24) vs VKSGX (0.68). FSMDX was incepted earlier than VKSGX: FSMDX (14 years) vs VKSGX (4 years). VKSGX (2.01) is less costly to investors than FSMDX (0.03). FSMDX is a more actively managed with annual turnover of: 15.00 vs. VKSGX (8.00). FSMDX has a lower initial minimum investment than VKSGX: FSMDX (0) vs VKSGX (2500000). FSMDX annual gain was more profitable for investors over the last year : 9.30 vs. VKSGX (-3.93).
| FSMDX | VKSGX | FSMDX / VKSGX | |
| Total Expense Ratio | 0.03 | 0.82 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 2.01 | 1% |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | 11.433 | -2.006 | -570% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.8B | 5.4M | 848,148% |
| Annual Yield % from dividends | 1.24 | 0.68 | 181% |
| Returns for 1 year | 9.30 | -3.93 | -236% |
| Returns for 3 years | 49.15 | 26.46 | 186% |
| Returns for 5 years | 46.87 | N/A | - |
| Returns for 10 years | 149.39 | N/A | - |
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