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VKSEX vs VMCPX
VKSEX vs VMCPX Comparison
Open Charts VKSEX vs VMCPX
Virtus KAR Small-Mid Cap Value C
Price$10.38
Change+$0.15 (+1.47%)
VolumeN/A
Net Assets5.73M
Vanguard Mid Cap Index InstitutionalPlus
Price$390.45
Change-$0.55 (-0.14%)
VolumeN/A
Net Assets199.16B
VKSEX vs VMCPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. VKSEX (5.73M). VMCPX pays higher dividends than VKSEX: VMCPX (1.48) vs VKSEX (0.00). VKSEX was incepted earlier than VMCPX: VKSEX (4 years) vs VMCPX (15 years). VKSEX (3.05) is less costly to investors than VMCPX (0.03). VMCPX is a more actively managed with annual turnover of: 16.00 vs. VKSEX (8.00). VKSEX has a lower initial minimum investment than VMCPX: VKSEX (2500) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 15.04 vs. VKSEX (5.17).
| VKSEX | VMCPX | VKSEX / VMCPX | |
| Total Expense Ratio | 1.92 | 0.03 | 6,400% |
| Annual Report Gross Expense Ratio | 3.05 | 0.03 | 10,167% |
| Fund Existence | 4 years | 15 years | - |
| Gain YTD | 0.777 | 9.713 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.73M | 199B | 0% |
| Annual Yield % from dividends | 0.00 | 1.48 | - |
| Returns for 1 year | 5.17 | 15.04 | 34% |
| Returns for 3 years | 24.01 | 41.08 | 58% |
| Returns for 5 years | N/A | 65.05 | - |
| Returns for 10 years | N/A | 141.17 | - |
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