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FSMAX vs VKSDX
FSMAX vs VKSDX Comparison
Open Charts FSMAX vs VKSDX
Fidelity Extended Market Index
Price$78.74
Change-$5.91 (-6.98%)
VolumeN/A
Net Assets36.55B
Virtus KAR Small-Mid Cap Value A
Price$9.61
Change-$0.51 (-5.04%)
VolumeN/A
Net Assets6.01M
FSMAX vs VKSDX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. VKSDX (6.01M). FSMAX pays higher dividends than VKSDX: FSMAX (0.53) vs VKSDX (0.38). 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 : 3.80 vs. VKSDX (3.00).
| 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 | -6.855 | -2.692 | 255% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 6.01M | 607,726% |
| Annual Yield % from dividends | 0.53 | 0.38 | 139% |
| Returns for 1 year | 3.80 | 3.00 | 127% |
| Returns for 3 years | 8.54 | 11.62 | 74% |
| Returns for 5 years | 106.28 | N/A | - |
| Returns for 10 years | 57.10 | N/A | - |
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