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VKSDX vs VMCPX
VKSDX vs VMCPX Comparison
Open Charts VKSDX vs VMCPX
Virtus KAR Small-Mid Cap Value A
Price$10.54
Change+$0.06 (+0.57%)
VolumeN/A
Net Assets5.75M
Vanguard Mid Cap Index InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
VKSDX vs VMCPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. VKSDX (5.75M). VMCPX pays higher dividends than VKSDX: VMCPX (1.54) vs VKSDX (0.37). VKSDX was incepted earlier than VMCPX: VKSDX (4 years) vs VMCPX (15 years). VKSDX (2.28) is less costly to investors than VMCPX (0.03). VMCPX is a more actively managed with annual turnover of: 16.00 vs. VKSDX (8.00). VKSDX has a lower initial minimum investment than VMCPX: VKSDX (2500) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 17.65 vs. VKSDX (8.48).
| VKSDX | VMCPX | VKSDX / VMCPX | |
| Total Expense Ratio | 1.17 | 0.03 | 3,900% |
| Annual Report Gross Expense Ratio | 2.28 | 0.03 | 7,600% |
| Fund Existence | 4 years | 15 years | - |
| Gain YTD | 1.346 | 7.631 | 18% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.75M | 185B | 0% |
| Annual Yield % from dividends | 0.37 | 1.54 | 24% |
| Returns for 1 year | 8.48 | 17.65 | 48% |
| Returns for 3 years | 30.43 | 43.14 | 71% |
| Returns for 5 years | N/A | 73.80 | - |
| Returns for 10 years | N/A | 127.62 | - |
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