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VKSFX vs VSEMX
VKSFX vs VSEMX Comparison
Open Charts VKSFX vs VSEMX
Virtus KAR Small-Mid Cap Value I
Price$10.59
Change+$0.07 (+0.67%)
VolumeN/A
Net Assets5.75M
Vanguard Extended Market Index Instl Sel
Price$240.81
Change+$2.23 (+0.93%)
VolumeN/A
Net Assets107.69B
VKSFX vs VSEMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 108B vs. VKSFX (5.75M). VSEMX pays higher dividends than VKSFX: VSEMX (1.17) vs VKSFX (0.54). VKSFX was incepted earlier than VSEMX: VKSFX (4 years) vs VSEMX (9 years). VKSFX (2.16) is less costly to investors than VSEMX (0.02). VSEMX is a more actively managed with annual turnover of: 11.00 vs. VKSFX (8.00). VKSFX has a lower initial minimum investment than VSEMX: VKSFX (100000) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 17.51 vs. VKSFX (8.84).
| VKSFX | VSEMX | VKSFX / VSEMX | |
| Total Expense Ratio | 0.92 | 0.02 | 4,600% |
| Annual Report Gross Expense Ratio | 2.16 | 0.02 | 10,800% |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | 1.534 | 4.149 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.75M | 108B | 0% |
| Annual Yield % from dividends | 0.54 | 1.17 | 46% |
| Returns for 1 year | 8.84 | 17.51 | 51% |
| Returns for 3 years | 31.50 | 49.81 | 63% |
| Returns for 5 years | N/A | 68.58 | - |
| Returns for 10 years | N/A | N/A | - |