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FSMAX vs VKSGX
FSMAX vs VKSGX Comparison
Open Charts FSMAX vs VKSGX
Fidelity Extended Market Index
Price$85.11
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets36.02B
Virtus KAR Small-Mid Cap Value R6
Price$10.13
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets5.49M
FSMAX vs VKSGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. VKSGX (5.49M). VKSGX pays higher dividends than FSMAX: VKSGX (0.71) vs FSMAX (0.54). 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 : 4.91 vs. VKSGX (3.40).
| 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 | -6.294 | -3.534 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 5.49M | 655,857% |
| Annual Yield % from dividends | 0.54 | 0.71 | 76% |
| Returns for 1 year | 4.91 | 3.40 | 144% |
| Returns for 3 years | 34.94 | 23.38 | 149% |
| Returns for 5 years | 63.48 | N/A | - |
| Returns for 10 years | 62.41 | N/A | - |
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