Interact to see
Advertisement
Advertisement
FSMDX vs VKSDX
FSMDX vs VKSDX Comparison
Open Charts FSMDX vs VKSDX
Fidelity Mid Cap Index
Price$37.46
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets45.37B
Virtus KAR Small-Mid Cap Value A
Price$10.19
Change+$0.08 (+0.79%)
VolumeN/A
Net Assets5.49M
FSMDX vs VKSDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. VKSDX (5.49M). FSMDX pays higher dividends than VKSDX: FSMDX (1.25) 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 : 11.82 vs. VKSDX (-2.14).
| 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 | 11.196 | -2.019 | -554% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.4B | 5.49M | 827,259% |
| Annual Yield % from dividends | 1.25 | 0.37 | 334% |
| Returns for 1 year | 11.82 | -2.14 | -551% |
| Returns for 3 years | 52.02 | 25.64 | 203% |
| Returns for 5 years | 71.97 | N/A | - |
| Returns for 10 years | 145.92 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement