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FSMAX vs VKSDX
FSMAX vs VKSDX Comparison
Open Charts FSMAX vs VKSDX
Fidelity Extended Market Index
Price$85.16
Change+$1.54 (+1.84%)
VolumeN/A
Net Assets36.02B
Virtus KAR Small-Mid Cap Value A
Price$10.02
Change+$0.17 (+1.73%)
VolumeN/A
Net Assets5.4M
FSMAX vs VKSDX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. VKSDX (5.4M). FSMAX pays higher dividends than VKSDX: FSMAX (0.54) vs VKSDX (0.39). FSMAX was incepted earlier than VKSDX: FSMAX (14 years) vs VKSDX (4 years). VKSDX (2.28) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 9.00 vs. VKSDX (8.00). FSMAX has a lower initial minimum investment than VKSDX: FSMAX (0) vs VKSDX (2500). FSMAX annual gain was more profitable for investors over the last year : 3.90 vs. VKSDX (2.43).
| FSMAX | VKSDX | FSMAX / VKSDX | |
| Total Expense Ratio | 0.04 | 1.17 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 2.28 | 2% |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | -7.989 | -5.288 | 151% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 5.4M | 667,037% |
| Annual Yield % from dividends | 0.54 | 0.39 | 137% |
| Returns for 1 year | 3.90 | 2.43 | 160% |
| Returns for 3 years | 32.38 | 19.13 | 169% |
| Returns for 5 years | 60.52 | N/A | - |
| Returns for 10 years | 59.20 | N/A | - |
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