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VIEIX vs VKSDX
VIEIX vs VKSDX Comparison
Open Charts VIEIX vs VKSDX
Vanguard Extended Market Index Instl
Price$152.05
Change+$1.02 (+0.68%)
VolumeN/A
Net Assets112.9B
Virtus KAR Small-Mid Cap Value A
Price$10.61
Change+$0.08 (+0.76%)
VolumeN/A
Net Assets5.77M
VIEIX vs VKSDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 113B vs. VKSDX (5.77M). VIEIX pays higher dividends than VKSDX: VIEIX (1.15) 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 : 14.22 vs. VKSDX (5.52).
| 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 | 5.697 | 2.019 | 282% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 5.77M | 1,957,727% |
| Annual Yield % from dividends | 1.15 | 0.37 | 310% |
| Returns for 1 year | 14.22 | 5.52 | 258% |
| Returns for 3 years | 46.98 | 26.81 | 175% |
| Returns for 5 years | 65.45 | N/A | - |
| Returns for 10 years | 129.71 | N/A | - |
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