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FSMDX vs VKSDX
FSMDX vs VKSDX Comparison
Open Charts FSMDX vs VKSDX
Fidelity Mid Cap Index
Price$36.42
Change-$0.16 (-0.44%)
VolumeN/A
Net Assets42.38B
Virtus KAR Small-Mid Cap Value A
Price$10.57
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets5.73M
FSMDX vs VKSDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. VKSDX (5.73M). FSMDX pays higher dividends than VKSDX: FSMDX (1.31) vs VKSDX (0.37). FSMDX was incepted earlier than VKSDX: FSMDX (14 years) vs VKSDX (4 years). VKSDX (2.28) is less costly to investors than FSMDX (0.03). FSMDX is a more actively managed with annual turnover of: 15.00 vs. VKSDX (8.00). FSMDX has a lower initial minimum investment than VKSDX: FSMDX (0) vs VKSDX (2500). FSMDX annual gain was more profitable for investors over the last year : 13.08 vs. VKSDX (3.80).
| FSMDX | VKSDX | FSMDX / VKSDX | |
| Total Expense Ratio | 0.03 | 1.17 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 2.28 | 1% |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | 8.109 | 1.346 | 602% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 5.73M | 739,578% |
| Annual Yield % from dividends | 1.31 | 0.37 | 353% |
| Returns for 1 year | 13.08 | 3.80 | 344% |
| Returns for 3 years | 38.72 | 20.71 | 187% |
| Returns for 5 years | 71.93 | N/A | - |
| Returns for 10 years | 124.77 | N/A | - |