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FSMDX vs VKSGX
FSMDX vs VKSGX Comparison
Open Charts FSMDX vs VKSGX
Fidelity Mid Cap Index
Price$38.27
Change+$1.11 (+2.99%)
VolumeN/A
Net Assets46.87B
Virtus KAR Small-Mid Cap Value R6
Price$10.51
Change+$0.41 (+4.06%)
VolumeN/A
Net Assets5.57M
FSMDX vs VKSGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 46.9B vs. VKSGX (5.57M). FSMDX pays higher dividends than VKSGX: FSMDX (1.07) vs VKSGX (0.46). FSMDX was incepted earlier than VKSGX: FSMDX (14 years) vs VKSGX (5 years). VKSGX (2.01) is less costly to investors than FSMDX (0.03). VKSGX is a more actively managed with annual turnover of: 20.00 vs. FSMDX (15.00). 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 : 10.78 vs. VKSGX (-1.04).
| 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 | 5 years | - |
| Gain YTD | 3.683 | 4.577 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.9B | 5.57M | 841,860% |
| Annual Yield % from dividends | 1.07 | 0.46 | 233% |
| Returns for 1 year | 10.78 | -1.04 | -1,040% |
| Returns for 3 years | 39.55 | 15.05 | 263% |
| Returns for 5 years | 44.63 | N/A | - |
| Returns for 10 years | 187.08 | N/A | - |
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