Interact to see
Advertisement
Advertisement
FSMAX vs VKSFX
FSMAX vs VKSFX Comparison
Open Charts FSMAX vs VKSFX
Fidelity Extended Market Index
Price$101.54
Change-$1.22 (-1.19%)
VolumeN/A
Net Assets41.44B
Virtus KAR Small-Mid Cap Value I
Price$10.14
Change-$0.06 (-0.59%)
VolumeN/A
Net Assets5.46M
FSMAX vs VKSFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. VKSFX (5.46M). VKSFX pays higher dividends than FSMAX: VKSFX (0.55) vs FSMAX (0.44). 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 : 19.58 vs. VKSFX (-1.98).
| 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 | 13.072 | -2.205 | -593% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 5.46M | 757,687% |
| Annual Yield % from dividends | 0.44 | 0.55 | 80% |
| Returns for 1 year | 19.58 | -1.98 | -988% |
| Returns for 3 years | 70.02 | 30.64 | 228% |
| Returns for 5 years | 53.17 | N/A | - |
| Returns for 10 years | 107.23 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement