Interact to see
Advertisement
Advertisement
VIEIX vs VKSDX
VIEIX vs VKSDX Comparison
Open Charts VIEIX vs VKSDX
Vanguard Extended Market Index Instl
Price$140.59
Change-$2.44 (-1.71%)
VolumeN/A
Net Assets107.69B
Virtus KAR Small-Mid Cap Value A
Price$10.03
Change-$0.16 (-1.57%)
VolumeN/A
Net Assets5.49M
VIEIX vs VKSDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 108B vs. VKSDX (5.49M). VIEIX pays higher dividends than VKSDX: VIEIX (1.22) vs VKSDX (0.37). VIEIX was incepted earlier than VKSDX: VIEIX (28 years) vs VKSDX (4 years). VKSDX (2.28) is less costly to investors than VIEIX (0.05). VIEIX is a more actively managed with annual turnover of: 11.00 vs. VKSDX (8.00). VKSDX has a lower initial minimum investment than VIEIX: VKSDX (2500) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : 10.37 vs. VKSDX (3.23).
| VIEIX | VKSDX | VIEIX / VKSDX | |
| Total Expense Ratio | 0.05 | 1.17 | 4% |
| Annual Report Gross Expense Ratio | 0.05 | 2.28 | 2% |
| Fund Existence | 28 years | 4 years | - |
| Gain YTD | -2.333 | -3.558 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 5.49M | 1,966,855% |
| Annual Yield % from dividends | 1.22 | 0.37 | 327% |
| Returns for 1 year | 10.37 | 3.23 | 321% |
| Returns for 3 years | 42.97 | 26.90 | 160% |
| Returns for 5 years | 63.89 | N/A | - |
| Returns for 10 years | 106.01 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement