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VIMSX vs VKSEX
VIMSX vs VKSEX Comparison
Open Charts VIMSX vs VKSEX
Vanguard Mid Cap Index Investor
Price$74.01
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
Virtus KAR Small-Mid Cap Value C
Price$9.90
Change-$0.16 (-1.59%)
VolumeN/A
Net Assets5.49M
VIMSX vs VKSEX Comparison Chart
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FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. VKSEX (5.49M). VIMSX pays higher dividends than VKSEX: VIMSX (1.40) vs VKSEX (0.00). VIMSX was incepted earlier than VKSEX: VIMSX (27 years) vs VKSEX (4 years). VKSEX (3.05) is less costly to investors than VIMSX (0.17). VIMSX is a more actively managed with annual turnover of: 16.00 vs. VKSEX (8.00). VKSEX has a lower initial minimum investment than VIMSX: VKSEX (2500) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 11.58 vs. VKSEX (2.48).
| VIMSX | VKSEX | VIMSX / VKSEX | |
| Total Expense Ratio | 0.17 | 1.92 | 9% |
| Annual Report Gross Expense Ratio | 0.17 | 3.05 | 6% |
| Fund Existence | 27 years | 4 years | - |
| Gain YTD | 2.751 | -3.884 | -71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185B | 5.49M | 3,369,150% |
| Annual Yield % from dividends | 1.40 | 0.00 | - |
| Returns for 1 year | 11.58 | 2.48 | 466% |
| Returns for 3 years | 39.11 | 24.06 | 163% |
| Returns for 5 years | 69.57 | N/A | - |
| Returns for 10 years | 114.00 | N/A | - |
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