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FSMAX vs VKSIX
FSMAX vs VKSIX Comparison
Open Charts FSMAX vs VKSIX
Fidelity Extended Market Index
Price$78.74
Change-$5.91 (-6.98%)
VolumeN/A
Net Assets36.55B
Virtus KAR Small-Mid Cap Core I
Price$18.93
Change-$0.99 (-4.97%)
VolumeN/A
Net Assets2.13B
FSMAX vs VKSIX Comparison Chart
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FSMAX vs. VKSIX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FSMAX is a Hold and VKSIX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. VKSIX (2.13B). FSMAX pays higher dividends than VKSIX: FSMAX (0.53) vs VKSIX (0.00). FSMAX was incepted earlier than VKSIX: FSMAX (14 years) vs VKSIX (7 years). VKSIX (0.99) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 9.00 vs. VKSIX (7.00). FSMAX has a lower initial minimum investment than VKSIX: FSMAX (0) vs VKSIX (100000). FSMAX annual gain was more profitable for investors over the last year : 3.80 vs. VKSIX (1.22). FSMAX (106.28) and VKSIX (102.46) have equivalent 5 years return.
| FSMAX | VKSIX | FSMAX / VKSIX | |
| Total Expense Ratio | 0.04 | 0.99 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.99 | 4% |
| Fund Existence | 14 years | 7 years | - |
| Gain YTD | -6.855 | -1.872 | 366% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 2.13B | 1,712% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 3.80 | 1.22 | 311% |
| Returns for 3 years | 8.54 | 13.31 | 64% |
| Returns for 5 years | 106.28 | 102.46 | 104% |
| Returns for 10 years | 57.10 | N/A | - |
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