Interact to see
Advertisement
Advertisement
VKSDX vs VMCIX
VKSDX vs VMCIX Comparison
Open Charts VKSDX vs VMCIX
Virtus KAR Small-Mid Cap Value A
Price$10.57
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets5.73M
Vanguard Mid Cap Index Institutional
Price$78.78
Change-$0.13 (-0.16%)
VolumeN/A
Net Assets192.45B
VKSDX vs VMCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 192B vs. VKSDX (5.73M). VMCIX pays higher dividends than VKSDX: VMCIX (1.53) vs VKSDX (0.37). VKSDX was incepted earlier than VMCIX: VKSDX (4 years) vs VMCIX (27 years). VKSDX (2.28) is less costly to investors than VMCIX (0.04). VMCIX is a more actively managed with annual turnover of: 16.00 vs. VKSDX (8.00). VKSDX has a lower initial minimum investment than VMCIX: VKSDX (2500) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 15.85 vs. VKSDX (3.80).
| VKSDX | VMCIX | VKSDX / VMCIX | |
| Total Expense Ratio | 1.17 | 0.04 | 2,925% |
| Annual Report Gross Expense Ratio | 2.28 | 0.04 | 5,700% |
| Fund Existence | 4 years | 27 years | - |
| Gain YTD | 1.346 | 9.347 | 14% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.73M | 192B | 0% |
| Annual Yield % from dividends | 0.37 | 1.53 | 24% |
| Returns for 1 year | 3.80 | 15.85 | 24% |
| Returns for 3 years | 20.71 | 34.48 | 60% |
| Returns for 5 years | N/A | 67.52 | - |
| Returns for 10 years | N/A | 128.61 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement