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VKSEX vs VMCPX
VKSEX vs VMCPX Comparison
Open Charts VKSEX vs VMCPX
Virtus KAR Small-Mid Cap Value C
Price$10.06
Change+$0.08 (+0.80%)
VolumeN/A
Net Assets5.56M
Vanguard Mid Cap Index InstitutionalPlus
Price$394.64
Change+$4.35 (+1.11%)
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 (5.56M). 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 : 11.61 vs. VKSEX (-3.08).
| 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 | -2.330 | 10.890 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.56M | 199B | 0% |
| Annual Yield % from dividends | 0.00 | 1.48 | - |
| Returns for 1 year | -3.08 | 11.61 | -27% |
| Returns for 3 years | 29.64 | 55.87 | 53% |
| Returns for 5 years | N/A | 70.96 | - |
| Returns for 10 years | N/A | 161.17 | - |
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