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FSMAX vs VKSEX
FSMAX vs VKSEX Comparison
Open Charts FSMAX vs VKSEX
Fidelity Extended Market Index
Price$100.10
Change-$0.38 (-0.38%)
VolumeN/A
Net Assets41.05B
Virtus KAR Small-Mid Cap Value C
Price$10.32
Change-$0.12 (-1.15%)
VolumeN/A
Net Assets5.7M
FSMAX vs VKSEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. VKSEX (5.7M). FSMAX pays higher dividends than VKSEX: FSMAX (0.44) vs VKSEX (0.00). FSMAX was incepted earlier than VKSEX: FSMAX (14 years) vs VKSEX (4 years). VKSEX (3.05) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 9.00 vs. VKSEX (8.00). FSMAX has a lower initial minimum investment than VKSEX: FSMAX (0) vs VKSEX (2500). FSMAX annual gain was more profitable for investors over the last year : 23.40 vs. VKSEX (6.42).
| FSMAX | VKSEX | FSMAX / VKSEX | |
| Total Expense Ratio | 0.04 | 1.92 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 3.05 | 1% |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | 10.563 | 1.359 | 777% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 5.7M | 719,803% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 23.40 | 6.42 | 364% |
| Returns for 3 years | 49.04 | 20.42 | 240% |
| Returns for 5 years | 64.02 | N/A | - |
| Returns for 10 years | 103.43 | N/A | - |
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