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FSMDX vs VKSGX
FSMDX vs VKSGX Comparison
Open Charts FSMDX vs VKSGX
Fidelity Mid Cap Index
Price$35.91
Change+$0.13 (+0.36%)
VolumeN/A
Net Assets42.38B
Virtus KAR Small-Mid Cap Value R6
Price$10.50
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets5.66M
FSMDX vs VKSGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. VKSGX (5.66M). FSMDX pays higher dividends than VKSGX: FSMDX (1.31) vs VKSGX (0.67). 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 is a more actively managed with annual turnover of: 15.00 vs. VKSGX (8.00). 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 : 12.26 vs. VKSGX (4.51).
| 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 | 6.209 | 0.478 | 1,300% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 5.66M | 748,852% |
| Annual Yield % from dividends | 1.31 | 0.67 | 195% |
| Returns for 1 year | 12.26 | 4.51 | 272% |
| Returns for 3 years | 47.44 | 29.28 | 162% |
| Returns for 5 years | 72.57 | N/A | - |
| Returns for 10 years | 119.84 | N/A | - |
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