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VIMAX vs VKSGX
VIMAX vs VKSGX Comparison
Open Charts VIMAX vs VKSGX
Vanguard Mid Cap Index Admiral
Price$361.34
Change+$2.74 (+0.76%)
VolumeN/A
Net Assets201.28B
Virtus KAR Small-Mid Cap Value R6
Price$10.12
Change+$0.13 (+1.30%)
VolumeN/A
Net Assets5.32M
VIMAX vs VKSGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 201B vs. VKSGX (5.32M). VIMAX pays higher dividends than VKSGX: VIMAX (1.48) vs VKSGX (0.67). 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 : 7.90 vs. VKSGX (-6.48).
| 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 | 9.808 | -4.585 | -214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 201B | 5.32M | 3,779,616% |
| Annual Yield % from dividends | 1.48 | 0.67 | 219% |
| Returns for 1 year | 7.90 | -6.48 | -122% |
| Returns for 3 years | 56.31 | 28.51 | 198% |
| Returns for 5 years | 57.12 | N/A | - |
| Returns for 10 years | 141.18 | N/A | - |
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