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VIMAX vs VKSGX
VIMAX vs VKSGX Comparison
Open Charts VIMAX vs VKSGX
Vanguard Mid Cap Index Admiral
Price$353.82
Change-$0.86 (-0.24%)
VolumeN/A
Net Assets196.76B
Virtus KAR Small-Mid Cap Value R6
Price$10.59
Change-$0.09 (-0.84%)
VolumeN/A
Net Assets5.71M
VIMAX vs VKSGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 197B vs. VKSGX (5.71M). VIMAX pays higher dividends than VKSGX: VIMAX (1.49) vs VKSGX (0.66). VIMAX was incepted earlier than VKSGX: VIMAX (24 years) vs VKSGX (4 years). VKSGX (2.01) is less costly to investors than VIMAX (0.05). VIMAX is a more actively managed with annual turnover of: 16.00 vs. VKSGX (8.00). VIMAX has a lower initial minimum investment than VKSGX: VIMAX (3000) vs VKSGX (2500000). VIMAX annual gain was more profitable for investors over the last year : 14.33 vs. VKSGX (5.10).
| VIMAX | VKSGX | VIMAX / VKSGX | |
| Total Expense Ratio | 0.05 | 0.82 | 6% |
| Annual Report Gross Expense Ratio | 0.05 | 2.01 | 2% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 8.313 | 1.146 | 725% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 197B | 5.71M | 3,448,276% |
| Annual Yield % from dividends | 1.49 | 0.66 | 227% |
| Returns for 1 year | 14.33 | 5.10 | 281% |
| Returns for 3 years | 26.45 | 15.25 | 173% |
| Returns for 5 years | 62.28 | N/A | - |
| Returns for 10 years | 125.24 | N/A | - |
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