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FSMDX vs VKSEX
FSMDX vs VKSEX Comparison
Open Charts FSMDX vs VKSEX
Virtus KAR Small-Mid Cap Value C
Price$9.90
Change-$0.16 (-1.59%)
VolumeN/A
Net Assets5.49M
FSMDX vs VKSEX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 40.4B vs. VKSEX (5.49M). FSMDX pays higher dividends than VKSEX: FSMDX (1.14) vs VKSEX (0.00). FSMDX was incepted earlier than VKSEX: FSMDX (14 years) vs VKSEX (4 years). VKSEX (3.05) is less costly to investors than FSMDX (0.03). FSMDX (8.00) and VKSEX (8.00) have comparable annual turnover. FSMDX has a lower initial minimum investment than VKSEX: FSMDX (0) vs VKSEX (2500). FSMDX annual gain was more profitable for investors over the last year : 10.03 vs. VKSEX (2.48).
| FSMDX | VKSEX | FSMDX / VKSEX | |
| Total Expense Ratio | 0.03 | 1.92 | 1% |
| Annual Report Gross Expense Ratio | 0.03 | 3.05 | 1% |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | 1.421 | -3.884 | -37% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 10.03 | 2.48 | 404% |
| Returns for 3 years | 42.08 | 24.06 | 175% |
| Returns for 5 years | 73.33 | N/A | - |
| Returns for 10 years | 108.65 | N/A | - |
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