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VKSGX vs VMCPX
VKSGX vs VMCPX Comparison
Open Charts VKSGX vs VMCPX
Virtus KAR Small-Mid Cap Value R6
Price$10.69
Change+$0.07 (+0.66%)
VolumeN/A
Net Assets5.73M
Vanguard Mid Cap Index InstitutionalPlus
Price$391.25
Change+$0.80 (+0.20%)
VolumeN/A
Net Assets199.16B
VKSGX vs VMCPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. VKSGX (5.73M). VMCPX pays higher dividends than VKSGX: VMCPX (1.48) vs VKSGX (0.65). VKSGX was incepted earlier than VMCPX: VKSGX (4 years) vs VMCPX (15 years). VKSGX (2.01) is less costly to investors than VMCPX (0.03). VMCPX is a more actively managed with annual turnover of: 16.00 vs. VKSGX (8.00). VKSGX has a lower initial minimum investment than VMCPX: VKSGX (2500000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 16.67 vs. VKSGX (8.34).
| VKSGX | VMCPX | VKSGX / VMCPX | |
| Total Expense Ratio | 0.82 | 0.03 | 2,733% |
| Annual Report Gross Expense Ratio | 2.01 | 0.03 | 6,700% |
| Fund Existence | 4 years | 15 years | - |
| Gain YTD | 2.101 | 9.938 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 100000000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.73M | 199B | 0% |
| Annual Yield % from dividends | 0.65 | 1.48 | 44% |
| Returns for 1 year | 8.34 | 16.67 | 50% |
| Returns for 3 years | 24.32 | 34.61 | 70% |
| Returns for 5 years | N/A | 66.52 | - |
| Returns for 10 years | N/A | 143.06 | - |
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