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FSMDX vs VKSFX
FSMDX vs VKSFX Comparison
Open Charts FSMDX vs VKSFX
Fidelity Mid Cap Index
Price$30.10
Change-$1.10 (-3.53%)
VolumeN/A
Net Assets37.64B
Virtus KAR Small-Mid Cap Value I
Price$9.37
Change-$0.25 (-2.60%)
VolumeN/A
Net Assets5.69M
FSMDX vs VKSFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. VKSFX (5.69M). FSMDX pays higher dividends than VKSFX: FSMDX (1.20) 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 (8.00) and VKSFX (8.00) have comparable annual turnover. FSMDX has a lower initial minimum investment than VKSFX: FSMDX (0) vs VKSFX (100000). VKSFX annual gain was more profitable for investors over the last year : 0.10 vs. FSMDX (-0.30).
| 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 | -7.610 | -7.766 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 5.69M | 661,041% |
| Annual Yield % from dividends | 1.20 | 0.56 | 213% |
| Returns for 1 year | -0.30 | 0.10 | -301% |
| Returns for 3 years | 10.14 | 8.94 | 113% |
| Returns for 5 years | 75.82 | N/A | - |
| Returns for 10 years | 87.59 | N/A | - |
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