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FSMDX vs VKSFX
FSMDX vs VKSFX Comparison
Open Charts FSMDX vs VKSFX
Virtus KAR Small-Mid Cap Value I
Price$10.29
Change+$0.10 (+0.98%)
VolumeN/A
Net Assets5.56M
FSMDX vs VKSFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 40.4B vs. VKSFX (5.56M). FSMDX pays higher dividends than VKSFX: FSMDX (1.14) vs VKSFX (0.55). 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 (8.00) and VKSFX (8.00) have comparable annual turnover. 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 : 12.60 vs. VKSFX (5.49).
| 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 | 3.198 | -2.301 | -139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 5.56M | 727,011% |
| Annual Yield % from dividends | 1.14 | 0.55 | 209% |
| Returns for 1 year | 12.60 | 5.49 | 230% |
| Returns for 3 years | 40.70 | 24.26 | 168% |
| Returns for 5 years | 79.09 | N/A | - |
| Returns for 10 years | 116.87 | N/A | - |
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