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FSMAX vs VKSDX
FSMAX vs VKSDX Comparison
Open Charts FSMAX vs VKSDX
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
Virtus KAR Small-Mid Cap Value A
Price$10.54
Change+$0.06 (+0.57%)
VolumeN/A
Net Assets5.75M
FSMAX vs VKSDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. VKSDX (5.75M). FSMAX pays higher dividends than VKSDX: FSMAX (0.47) vs VKSDX (0.37). 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 : 18.61 vs. VKSDX (8.48).
| 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 | 4.632 | 1.346 | 344% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 5.75M | 681,502% |
| Annual Yield % from dividends | 0.47 | 0.37 | 128% |
| Returns for 1 year | 18.61 | 8.48 | 219% |
| Returns for 3 years | 54.62 | 30.43 | 180% |
| Returns for 5 years | 64.88 | N/A | - |
| Returns for 10 years | 81.19 | N/A | - |
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