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VKSDX vs VMCIX
VKSDX vs VMCIX Comparison
Open Charts VKSDX vs VMCIX
Virtus KAR Small-Mid Cap Value A
Price$10.57
Change+$0.06 (+0.57%)
VolumeN/A
Net Assets5.72M
Vanguard Mid Cap Index Institutional
Price$78.41
Change+$0.17 (+0.22%)
VolumeN/A
Net Assets196.76B
VKSDX vs VMCIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 197B vs. VKSDX (5.72M). VMCIX pays higher dividends than VKSDX: VMCIX (1.50) vs VKSDX (0.36). VKSDX was incepted earlier than VMCIX: VKSDX (4 years) vs VMCIX (27 years). VKSDX (2.28) is less costly to investors than VMCIX (0.04). VMCIX is a more actively managed with annual turnover of: 16.00 vs. VKSDX (8.00). VKSDX has a lower initial minimum investment than VMCIX: VKSDX (2500) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 13.40 vs. VKSDX (5.13).
| VKSDX | VMCIX | VKSDX / VMCIX | |
| Total Expense Ratio | 1.17 | 0.04 | 2,925% |
| Annual Report Gross Expense Ratio | 2.28 | 0.04 | 5,700% |
| Fund Existence | 4 years | 27 years | - |
| Gain YTD | 1.635 | 8.655 | 19% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.72M | 197B | 0% |
| Annual Yield % from dividends | 0.36 | 1.50 | 24% |
| Returns for 1 year | 5.13 | 13.40 | 38% |
| Returns for 3 years | 17.60 | 29.99 | 59% |
| Returns for 5 years | N/A | 63.68 | - |
| Returns for 10 years | N/A | 139.46 | - |
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