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FSMAX vs VKSRX
FSMAX vs VKSRX Comparison
Open Charts FSMAX vs VKSRX
Fidelity Extended Market Index
Price$96.04
Change+$1.04 (+1.09%)
VolumeN/A
Net Assets40.78B
Virtus KAR Small-Mid Cap Core R6
Price$21.38
Change+$0.21 (+0.99%)
VolumeN/A
Net Assets2.26B
FSMAX vs VKSRX Comparison Chart
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FSMAX vs. VKSRX commentary
Jan 31, 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 StrongBuy and VKSRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. VKSRX (2.26B). FSMAX pays higher dividends than VKSRX: FSMAX (1.10) vs VKSRX (0.00). FSMAX was incepted earlier than VKSRX: FSMAX (13 years) vs VKSRX (7 years). FSMAX (18.00) and VKSRX (18.00) have comparable annual turnover. FSMAX has a lower initial minimum investment than VKSRX: FSMAX (0) vs VKSRX (2500000). FSMAX annual gain was more profitable for investors over the last year : 25.28 vs. VKSRX (15.94). VKSRX return over 5 years is better than : 63.78 vs. FSMAX (54.34).
| FSMAX | VKSRX | FSMAX / VKSRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 7 years | - |
| Gain YTD | 4.533 | 3.775 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 2.26B | 1,802% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 25.28 | 15.94 | 159% |
| Returns for 3 years | 24.87 | 19.13 | 130% |
| Returns for 5 years | 54.34 | 63.78 | 85% |
| Returns for 10 years | 89.07 | N/A | - |
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