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FSMDX vs VKSDX
FSMDX vs VKSDX Comparison
Open Charts FSMDX vs VKSDX
Virtus KAR Small-Mid Cap Value A
Price$10.03
Change-$0.16 (-1.57%)
VolumeN/A
Net Assets5.49M
FSMDX vs VKSDX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 40.4B vs. VKSDX (5.49M). FSMDX pays higher dividends than VKSDX: FSMDX (1.14) 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 (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 : 10.03 vs. VKSDX (3.23).
| 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 | 1.421 | -3.558 | -40% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 5.49M | 735,749% |
| Annual Yield % from dividends | 1.14 | 0.37 | 306% |
| Returns for 1 year | 10.03 | 3.23 | 310% |
| Returns for 3 years | 42.08 | 26.90 | 156% |
| Returns for 5 years | 73.33 | N/A | - |
| Returns for 10 years | 108.65 | N/A | - |
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