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VIMSX vs VKSDX
VIMSX vs VKSDX Comparison
Open Charts VIMSX vs VKSDX
Vanguard Mid Cap Index Investor
Price$79.39
Change+$1.46 (+1.87%)
VolumeN/A
Net Assets196.76B
Virtus KAR Small-Mid Cap Value A
Price$10.73
Change+$0.25 (+2.39%)
VolumeN/A
Net Assets5.7M
VIMSX vs VKSDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. VKSDX (5.7M). VIMSX pays higher dividends than VKSDX: VIMSX (1.37) vs VKSDX (0.36). VIMSX was incepted earlier than VKSDX: VIMSX (27 years) vs VKSDX (4 years). VKSDX (2.28) is less costly to investors than VIMSX (0.17). VIMSX is a more actively managed with annual turnover of: 16.00 vs. VKSDX (8.00). VKSDX has a lower initial minimum investment than VIMSX: VKSDX (2500) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 12.85 vs. VKSDX (4.65).
| VIMSX | VKSDX | VIMSX / VKSDX | |
| Total Expense Ratio | 0.17 | 1.17 | 15% |
| Annual Report Gross Expense Ratio | 0.17 | 2.28 | 7% |
| Fund Existence | 27 years | 4 years | - |
| Gain YTD | 8.194 | 0.769 | 1,065% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 197B | 5.7M | 3,455,534% |
| Annual Yield % from dividends | 1.37 | 0.36 | 379% |
| Returns for 1 year | 12.85 | 4.65 | 277% |
| Returns for 3 years | 32.24 | 19.75 | 163% |
| Returns for 5 years | 63.20 | N/A | - |
| Returns for 10 years | 150.96 | N/A | - |
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