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VKSFX vs VMCIX
VKSFX vs VMCIX Comparison
Open Charts VKSFX vs VMCIX
Virtus KAR Small-Mid Cap Value I
Price$10.66
Change+$0.09 (+0.85%)
VolumeN/A
Net Assets5.77M
Vanguard Mid Cap Index Institutional
Price$79.25
Change+$0.60 (+0.76%)
VolumeN/A
Net Assets192.45B
VKSFX vs VMCIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 192B vs. VKSFX (5.77M). 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 : 17.90 vs. VKSFX (5.78).
| 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 | 2.205 | 9.819 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.77M | 192B | 0% |
| Annual Yield % from dividends | 0.54 | 1.53 | 36% |
| Returns for 1 year | 5.78 | 17.90 | 32% |
| Returns for 3 years | 27.69 | 42.11 | 66% |
| Returns for 5 years | N/A | 70.90 | - |
| Returns for 10 years | N/A | 132.63 | - |
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