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VKSGX vs VMCPX
VKSGX vs VMCPX Comparison
Open Charts VKSGX vs VMCPX
Virtus KAR Small-Mid Cap Value R6
Price$10.12
Change+$0.13 (+1.30%)
VolumeN/A
Net Assets5.32M
Vanguard Mid Cap Index InstitutionalPlus
Price$393.67
Change+$2.99 (+0.77%)
VolumeN/A
Net Assets201.28B
VKSGX vs VMCPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 201B vs. VKSGX (5.32M). VMCPX pays higher dividends than VKSGX: VMCPX (1.50) vs VKSGX (0.67). 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 : 7.90 vs. VKSGX (-6.48).
| 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 | -4.585 | 9.810 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 100000000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.32M | 201B | 0% |
| Annual Yield % from dividends | 0.67 | 1.50 | 45% |
| Returns for 1 year | -6.48 | 7.90 | -82% |
| Returns for 3 years | 28.51 | 56.32 | 51% |
| Returns for 5 years | N/A | 57.15 | - |
| Returns for 10 years | N/A | 141.29 | - |
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