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FSMAX vs VKSGX
FSMAX vs VKSGX Comparison
Open Charts FSMAX vs VKSGX
Fidelity Extended Market Index
Price$90.60
Change+$1.13 (+1.26%)
VolumeN/A
Net Assets37.61B
Virtus KAR Small-Mid Cap Value R6
Price$10.33
Change+$0.05 (+0.49%)
VolumeN/A
Net Assets5.58M
FSMAX vs VKSGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. VKSGX (5.58M). VKSGX pays higher dividends than FSMAX: VKSGX (0.68) vs FSMAX (0.50). FSMAX was incepted earlier than VKSGX: FSMAX (14 years) vs VKSGX (4 years). VKSGX (2.01) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 9.00 vs. VKSGX (8.00). FSMAX has a lower initial minimum investment than VKSGX: FSMAX (0) vs VKSGX (2500000). FSMAX annual gain was more profitable for investors over the last year : 11.97 vs. VKSGX (5.67).
| FSMAX | VKSGX | FSMAX / VKSGX | |
| Total Expense Ratio | 0.04 | 0.82 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 2.01 | 2% |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | -1.551 | -1.815 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 5.58M | 673,352% |
| Annual Yield % from dividends | 0.50 | 0.68 | 74% |
| Returns for 1 year | 11.97 | 5.67 | 211% |
| Returns for 3 years | 30.47 | 18.33 | 166% |
| Returns for 5 years | 51.39 | N/A | - |
| Returns for 10 years | 69.53 | N/A | - |
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