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VIMAX vs VKSFX
VIMAX vs VKSFX Comparison
Open Charts VIMAX vs VKSFX
Vanguard Mid Cap Index Admiral
Price$349.71
Change-$1.33 (-0.38%)
VolumeN/A
Net Assets196.76B
Virtus KAR Small-Mid Cap Value I
Price$10.39
Change-$0.06 (-0.57%)
VolumeN/A
Net Assets5.66M
VIMAX vs VKSFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 197B vs. VKSFX (5.66M). VIMAX pays higher dividends than VKSFX: VIMAX (1.49) vs VKSFX (0.53). VIMAX was incepted earlier than VKSFX: VIMAX (24 years) vs VKSFX (4 years). VKSFX (2.16) is less costly to investors than VIMAX (0.05). VIMAX is a more actively managed with annual turnover of: 16.00 vs. VKSFX (8.00). VIMAX has a lower initial minimum investment than VKSFX: VIMAX (3000) vs VKSFX (100000). VIMAX annual gain was more profitable for investors over the last year : 16.06 vs. VKSFX (6.86).
| VIMAX | VKSFX | VIMAX / VKSFX | |
| Total Expense Ratio | 0.05 | 0.92 | 5% |
| Annual Report Gross Expense Ratio | 0.05 | 2.16 | 2% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 7.462 | 0.192 | 3,891% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 197B | 5.66M | 3,478,722% |
| Annual Yield % from dividends | 1.49 | 0.53 | 280% |
| Returns for 1 year | 16.06 | 6.86 | 234% |
| Returns for 3 years | 25.74 | 14.89 | 173% |
| Returns for 5 years | 60.89 | N/A | - |
| Returns for 10 years | 124.53 | N/A | - |
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