Ad is loading...
FSMDX vs VKSDX
FSMDX vs VKSDX Comparison
Open Charts FSMDX vs VKSDX
Fidelity Mid Cap Index
Price$31.34
Change-$1.81 (-5.46%)
VolumeN/A
Net Assets37.64B
Virtus KAR Small-Mid Cap Value A
Price$9.61
Change-$0.51 (-5.04%)
VolumeN/A
Net Assets6.01M
FSMDX vs VKSDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. VKSDX (6.01M). FSMDX pays higher dividends than VKSDX: FSMDX (1.20) vs VKSDX (0.38). 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 (8.00) and VKSDX (8.00) have comparable annual turnover. 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 : 4.57 vs. VKSDX (3.00).
| 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 | -1.836 | -2.692 | 68% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 6.01M | 626,041% |
| Annual Yield % from dividends | 1.20 | 0.38 | 312% |
| Returns for 1 year | 4.57 | 3.00 | 153% |
| Returns for 3 years | 13.46 | 11.62 | 116% |
| Returns for 5 years | 118.86 | N/A | - |
| Returns for 10 years | 99.53 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...