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FSMAX vs VKSGX
FSMAX vs VKSGX Comparison
Open Charts FSMAX vs VKSGX
Fidelity Extended Market Index
Price$100.73
Change-$0.08 (-0.08%)
VolumeN/A
Net Assets41.05B
Virtus KAR Small-Mid Cap Value R6
Price$10.51
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets5.67M
FSMAX vs VKSGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. VKSGX (5.67M). VKSGX pays higher dividends than FSMAX: VKSGX (0.65) vs FSMAX (0.44). 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 : 18.87 vs. VKSGX (2.98).
| 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 | 10.926 | 0.573 | 1,907% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 5.67M | 722,722% |
| Annual Yield % from dividends | 0.44 | 0.65 | 68% |
| Returns for 1 year | 18.87 | 2.98 | 632% |
| Returns for 3 years | 57.27 | 28.78 | 199% |
| Returns for 5 years | 60.22 | N/A | - |
| Returns for 10 years | 103.30 | N/A | - |
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