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VKSFX vs VMCIX
VKSFX vs VMCIX Comparison
Open Charts VKSFX vs VMCIX
Virtus KAR Small-Mid Cap Value I
Price$10.59
Change+$0.07 (+0.67%)
VolumeN/A
Net Assets5.75M
Vanguard Mid Cap Index Institutional
Price$77.67
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
VKSFX vs VMCIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. VKSFX (5.75M). VMCIX pays higher dividends than VKSFX: VMCIX (1.53) vs VKSFX (0.54). VKSFX was incepted earlier than VMCIX: VKSFX (4 years) vs VMCIX (27 years). VKSFX (2.16) is less costly to investors than VMCIX (0.04). VMCIX is a more actively managed with annual turnover of: 16.00 vs. VKSFX (8.00). VKSFX has a lower initial minimum investment than VMCIX: VKSFX (100000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 17.65 vs. VKSFX (8.84).
| VKSFX | VMCIX | VKSFX / VMCIX | |
| Total Expense Ratio | 0.92 | 0.04 | 2,300% |
| Annual Report Gross Expense Ratio | 2.16 | 0.04 | 5,400% |
| Fund Existence | 4 years | 27 years | - |
| Gain YTD | 1.534 | 7.629 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.75M | 185B | 0% |
| Annual Yield % from dividends | 0.54 | 1.53 | 36% |
| Returns for 1 year | 8.84 | 17.65 | 50% |
| Returns for 3 years | 31.50 | 43.12 | 73% |
| Returns for 5 years | N/A | 73.80 | - |
| Returns for 10 years | N/A | 127.60 | - |
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