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FSMDX vs VKSFX
FSMDX vs VKSFX Comparison
Open Charts FSMDX vs VKSFX
Fidelity Mid Cap Index
Price$35.91
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets45.03B
Virtus KAR Small-Mid Cap Value I
Price$9.78
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets5.15M
FSMDX vs VKSFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45B vs. VKSFX (5.15M). FSMDX pays higher dividends than VKSFX: FSMDX (1.26) vs VKSFX (0.56). FSMDX was incepted earlier than VKSFX: FSMDX (14 years) vs VKSFX (4 years). VKSFX (2.16) is less costly to investors than FSMDX (0.03). FSMDX is a more actively managed with annual turnover of: 15.00 vs. VKSFX (8.00). FSMDX has a lower initial minimum investment than VKSFX: FSMDX (0) vs VKSFX (100000). FSMDX annual gain was more profitable for investors over the last year : 1.94 vs. VKSFX (-9.75).
| FSMDX | VKSFX | FSMDX / VKSFX | |
| Total Expense Ratio | 0.03 | 0.92 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 2.16 | 1% |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | 6.417 | -6.424 | -100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45B | 5.15M | 873,447% |
| Annual Yield % from dividends | 1.26 | 0.56 | 222% |
| Returns for 1 year | 1.94 | -9.75 | -20% |
| Returns for 3 years | 38.73 | 14.61 | 265% |
| Returns for 5 years | 48.13 | N/A | - |
| Returns for 10 years | 128.68 | N/A | - |
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