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VIMSX vs VKSGX
VIMSX vs VKSGX Comparison
Open Charts VIMSX vs VKSGX
Vanguard Mid Cap Index Investor
Price$77.39
Change-$0.23 (-0.30%)
VolumeN/A
Net Assets196.76B
Virtus KAR Small-Mid Cap Value R6
Price$10.50
Change-$0.06 (-0.57%)
VolumeN/A
Net Assets5.66M
VIMSX vs VKSGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. VKSGX (5.66M). VIMSX pays higher dividends than VKSGX: VIMSX (1.37) vs VKSGX (0.66). VIMSX was incepted earlier than VKSGX: VIMSX (27 years) vs VKSGX (4 years). VKSGX (2.01) is less costly to investors than VIMSX (0.17). VIMSX is a more actively managed with annual turnover of: 16.00 vs. VKSGX (8.00). VIMSX has a lower initial minimum investment than VKSGX: VIMSX (3000) vs VKSGX (2500000). VIMSX annual gain was more profitable for investors over the last year : 16.34 vs. VKSGX (6.63).
| VIMSX | VKSGX | VIMSX / VKSGX | |
| Total Expense Ratio | 0.17 | 0.82 | 21% |
| Annual Report Gross Expense Ratio | 0.17 | 2.01 | 8% |
| Fund Existence | 27 years | 4 years | - |
| Gain YTD | 7.444 | 0.287 | 2,598% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 197B | 5.66M | 3,478,722% |
| Annual Yield % from dividends | 1.37 | 0.66 | 210% |
| Returns for 1 year | 16.34 | 6.63 | 247% |
| Returns for 3 years | 31.46 | 21.00 | 150% |
| Returns for 5 years | 61.50 | N/A | - |
| Returns for 10 years | 125.82 | N/A | - |
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