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FSMDX vs VKSEX
FSMDX vs VKSEX Comparison
Open Charts FSMDX vs VKSEX
Fidelity Mid Cap Index
Price$36.92
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets44.83B
Virtus KAR Small-Mid Cap Value C
Price$10.32
Change-$0.12 (-1.15%)
VolumeN/A
Net Assets5.7M
FSMDX vs VKSEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 44.8B vs. VKSEX (5.7M). FSMDX pays higher dividends than VKSEX: FSMDX (1.26) 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 is a more actively managed with annual turnover of: 15.00 vs. VKSEX (8.00). 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 : 15.17 vs. VKSEX (6.42).
| 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 | 10.008 | 1.359 | 736% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.8B | 5.7M | 786,517% |
| Annual Yield % from dividends | 1.26 | 0.00 | - |
| Returns for 1 year | 15.17 | 6.42 | 236% |
| Returns for 3 years | 40.54 | 20.42 | 199% |
| Returns for 5 years | 74.95 | N/A | - |
| Returns for 10 years | 142.43 | N/A | - |
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