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VKSAX vs VMGIX
VKSAX vs VMGIX Comparison
Open Charts VKSAX vs VMGIX
Virtus KAR Small-Mid Cap Core A
Price$19.33
Change-$0.44 (-2.23%)
VolumeN/A
Net Assets1.7B
Vanguard Mid-Cap Growth Index Investor
Price$107.31
Change-$8.92 (-7.67%)
VolumeN/A
Net Assets31.91B
VKSAX vs VMGIX Comparison Chart in %
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VKSAX vs. VMGIX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is VKSAX is a Hold and VMGIX is a Buy.
FUNDAMENTALS
Fundamentals
VMGIX has more cash in the bank: 31.9B vs. VKSAX (1.7B). VMGIX pays higher dividends than VKSAX: VMGIX (0.52) vs VKSAX (0.00). VKSAX was incepted earlier than VMGIX: VKSAX (8 years) vs VMGIX (19 years). VKSAX (1.25) is less costly to investors than VMGIX (0.19). VMGIX is a more actively managed with annual turnover of: 21.00 vs. VKSAX (15.00). VKSAX has a lower initial minimum investment than VMGIX: VKSAX (2500) vs VMGIX (3000). VMGIX annual gain was more profitable for investors over the last year : 1.12 vs. VKSAX (-5.98). VMGIX return over 5 years is better than : 23.77 vs. VKSAX (11.22).
| VKSAX | VMGIX | VKSAX / VMGIX | |
| Total Expense Ratio | 1.25 | 0.19 | 658% |
| Annual Report Gross Expense Ratio | 1.25 | 0.19 | 658% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 1.844 | -2.259 | -82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 31.9B | 5% |
| Annual Yield % from dividends | 0.00 | 0.52 | - |
| Returns for 1 year | -5.98 | 1.12 | -533% |
| Returns for 3 years | 12.97 | 36.95 | 35% |
| Returns for 5 years | 11.22 | 23.77 | 47% |
| Returns for 10 years | N/A | 213.16 | - |
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