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FSMAX vs VKSFX
FSMAX vs VKSFX Comparison
Open Charts FSMAX vs VKSFX
Fidelity Extended Market Index
Price$92.17
Change+$1.25 (+1.37%)
VolumeN/A
Net Assets37.61B
Virtus KAR Small-Mid Cap Value I
Price$10.29
Change+$0.10 (+0.98%)
VolumeN/A
Net Assets5.56M
FSMAX vs VKSFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. VKSFX (5.56M). VKSFX pays higher dividends than FSMAX: VKSFX (0.55) vs FSMAX (0.50). 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 : 14.57 vs. VKSFX (5.49).
| 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 | 0.044 | -2.301 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 5.56M | 676,624% |
| Annual Yield % from dividends | 0.50 | 0.55 | 91% |
| Returns for 1 year | 14.57 | 5.49 | 266% |
| Returns for 3 years | 43.69 | 24.26 | 180% |
| Returns for 5 years | 64.38 | N/A | - |
| Returns for 10 years | 73.79 | N/A | - |
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