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FSMAX vs VKSFX
FSMAX vs VKSFX Comparison
Open Charts FSMAX vs VKSFX
Fidelity Extended Market Index
Price$95.57
Change+$1.10 (+1.16%)
VolumeN/A
Net Assets39.17B
Virtus KAR Small-Mid Cap Value I
Price$10.49
Change+$0.14 (+1.35%)
VolumeN/A
Net Assets5.6M
FSMAX vs VKSFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. VKSFX (5.61M). VKSFX pays higher dividends than FSMAX: VKSFX (0.54) vs FSMAX (0.47). FSMAX was incepted earlier than VKSFX: FSMAX (14 years) vs VKSFX (4 years). VKSFX (2.16) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 9.00 vs. VKSFX (8.00). FSMAX has a lower initial minimum investment than VKSFX: FSMAX (0) vs VKSFX (100000). FSMAX annual gain was more profitable for investors over the last year : 11.27 vs. VKSFX (1.40).
| FSMAX | VKSFX | FSMAX / VKSFX | |
| Total Expense Ratio | 0.04 | 0.92 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 2.16 | 2% |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | 3.950 | -0.767 | -515% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 5.61M | 699,376% |
| Annual Yield % from dividends | 0.47 | 0.54 | 87% |
| Returns for 1 year | 11.27 | 1.40 | 806% |
| Returns for 3 years | 52.72 | 28.05 | 188% |
| Returns for 5 years | 57.86 | N/A | - |
| Returns for 10 years | 78.23 | N/A | - |
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