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FSMAX vs VKSRX
FSMAX vs VKSRX Comparison
Open Charts FSMAX vs VKSRX
Fidelity Extended Market Index
Price$89.81
Change-$0.04 (-0.04%)
VolumeN/A
CapitalizationN/A
Virtus KAR Small-Mid Cap Core R6
Price$21.38
Change+$0.03 (+0.14%)
VolumeN/A
CapitalizationN/A
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FSMAX vs VKSRX Comparison Chart
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FSMAX vs. VKSRX commentary
Oct 18, 2024
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 Buy and VKSRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.8B vs. VKSRX (2.25B). 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 : 35.51 vs. VKSRX (30.92). VKSRX return over 5 years is better than : 84.37 vs. FSMAX (53.32).
| 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 | 15.053 | 13.966 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.8B | 2.25B | 1,859% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 35.51 | 30.92 | 115% |
| Returns for 3 years | 1.43 | 10.32 | 14% |
| Returns for 5 years | 53.32 | 84.37 | 63% |
| Returns for 10 years | 88.78 | N/A | - |
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