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FSMDX vs VKSFX
FSMDX vs VKSFX Comparison
Open Charts FSMDX vs VKSFX
Fidelity Mid Cap Index
Price$35.95
Change+$0.36 (+1.01%)
VolumeN/A
Net Assets42.38B
Virtus KAR Small-Mid Cap Value I
Price$10.49
Change+$0.14 (+1.35%)
VolumeN/A
Net Assets5.6M
FSMDX vs VKSFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. VKSFX (5.61M). FSMDX pays higher dividends than VKSFX: FSMDX (1.31) vs VKSFX (0.54). 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 : 10.10 vs. VKSFX (1.40).
| 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 | 5.645 | -0.767 | -736% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 5.61M | 756,467% |
| Annual Yield % from dividends | 1.31 | 0.54 | 241% |
| Returns for 1 year | 10.10 | 1.40 | 722% |
| Returns for 3 years | 47.07 | 28.05 | 168% |
| Returns for 5 years | 71.04 | N/A | - |
| Returns for 10 years | 119.03 | N/A | - |
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