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VKSDX vs VMCPX
VKSDX vs VMCPX Comparison
Open Charts VKSDX vs VMCPX
Virtus KAR Small-Mid Cap Value A
Price$10.73
Change+$0.25 (+2.39%)
VolumeN/A
Net Assets5.7M
Vanguard Mid Cap Index InstitutionalPlus
Price$392.35
Change+$7.21 (+1.87%)
VolumeN/A
Net Assets196.76B
VKSDX vs VMCPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. VKSDX (5.7M). VMCPX pays higher dividends than VKSDX: VMCPX (1.51) vs VKSDX (0.36). VKSDX was incepted earlier than VMCPX: VKSDX (4 years) vs VMCPX (15 years). VKSDX (2.28) is less costly to investors than VMCPX (0.03). VMCPX is a more actively managed with annual turnover of: 16.00 vs. VKSDX (8.00). VKSDX has a lower initial minimum investment than VMCPX: VKSDX (2500) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 12.86 vs. VKSDX (4.65).
| VKSDX | VMCPX | VKSDX / VMCPX | |
| Total Expense Ratio | 1.17 | 0.03 | 3,900% |
| Annual Report Gross Expense Ratio | 2.28 | 0.03 | 7,600% |
| Fund Existence | 4 years | 15 years | - |
| Gain YTD | 0.769 | 8.221 | 9% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.7M | 197B | 0% |
| Annual Yield % from dividends | 0.36 | 1.51 | 24% |
| Returns for 1 year | 4.65 | 12.86 | 36% |
| Returns for 3 years | 19.75 | 32.31 | 61% |
| Returns for 5 years | N/A | 63.34 | - |
| Returns for 10 years | N/A | 151.19 | - |
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