Ad is loading...
FSMAX vs VKSGX
FSMAX vs VKSGX Comparison
Open Charts FSMAX vs VKSGX
Fidelity Extended Market Index
Price$77.78
Change+$0.62 (+0.80%)
VolumeN/A
Net Assets36.55B
Virtus KAR Small-Mid Cap Value R6
Price$9.52
Change+$0.07 (+0.74%)
VolumeN/A
Net Assets5.56M
FSMAX vs VKSGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. VKSGX (5.56M). VKSGX pays higher dividends than FSMAX: VKSGX (0.69) vs FSMAX (0.53). 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). VKSGX annual gain was more profitable for investors over the last year : 2.15 vs. FSMAX (0.35).
| 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 | -15.097 | -9.742 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 5.56M | 656,121% |
| Annual Yield % from dividends | 0.53 | 0.69 | 77% |
| Returns for 1 year | 0.35 | 2.15 | 16% |
| Returns for 3 years | 5.53 | 7.44 | 74% |
| Returns for 5 years | 60.85 | N/A | - |
| Returns for 10 years | 44.71 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...