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FSMDX vs VKSGX
FSMDX vs VKSGX Comparison
Open Charts FSMDX vs VKSGX
Fidelity Mid Cap Index
Price$33.24
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets37.69B
Virtus KAR Small-Mid Cap Value R6
Price$10.13
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets5.49M
FSMDX vs VKSGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. VKSGX (5.49M). FSMDX pays higher dividends than VKSGX: FSMDX (1.21) vs VKSGX (0.71). FSMDX was incepted earlier than VKSGX: FSMDX (14 years) vs VKSGX (4 years). VKSGX (2.01) is less costly to investors than FSMDX (0.03). FSMDX (8.00) and VKSGX (8.00) have comparable annual turnover. FSMDX has a lower initial minimum investment than VKSGX: FSMDX (0) vs VKSGX (2500000). FSMDX annual gain was more profitable for investors over the last year : 5.71 vs. VKSGX (3.40).
| FSMDX | VKSGX | FSMDX / VKSGX | |
| Total Expense Ratio | 0.03 | 0.82 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 2.01 | 1% |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | -1.540 | -3.534 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 5.49M | 686,828% |
| Annual Yield % from dividends | 1.21 | 0.71 | 171% |
| Returns for 1 year | 5.71 | 3.40 | 168% |
| Returns for 3 years | 30.95 | 23.38 | 132% |
| Returns for 5 years | 77.81 | N/A | - |
| Returns for 10 years | 101.90 | N/A | - |
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