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FSMDX vs VKSGX
FSMDX vs VKSGX Comparison
Open Charts FSMDX vs VKSGX
Fidelity Mid Cap Index
Price$30.83
Change+$0.26 (+0.85%)
VolumeN/A
Net Assets37.64B
Virtus KAR Small-Mid Cap Value R6
Price$9.52
Change+$0.07 (+0.74%)
VolumeN/A
Net Assets5.56M
FSMDX vs VKSGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. VKSGX (5.56M). FSMDX pays higher dividends than VKSGX: FSMDX (1.20) vs VKSGX (0.69). 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). VKSGX annual gain was more profitable for investors over the last year : 2.15 vs. FSMDX (1.53).
| 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 | -9.476 | -9.742 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 5.56M | 675,894% |
| Annual Yield % from dividends | 1.20 | 0.69 | 173% |
| Returns for 1 year | 1.53 | 2.15 | 71% |
| Returns for 3 years | 7.96 | 7.44 | 107% |
| Returns for 5 years | 70.65 | N/A | - |
| Returns for 10 years | 83.80 | N/A | - |
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