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VKSDX vs VSEMX
VKSDX vs VSEMX Comparison
Open Charts VKSDX vs VSEMX
Virtus KAR Small-Mid Cap Value A
Price$10.02
Change+$0.17 (+1.73%)
VolumeN/A
Net Assets5.4M
Vanguard Extended Market Index Instl Sel
Price$216.28
Change+$3.93 (+1.85%)
VolumeN/A
Net Assets100.64B
VKSDX vs VSEMX Comparison Chart
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FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 101B vs. VKSDX (5.4M). VSEMX pays higher dividends than VKSDX: VSEMX (1.33) vs VKSDX (0.39). VKSDX was incepted earlier than VSEMX: VKSDX (4 years) vs VSEMX (9 years). VKSDX (2.28) is less costly to investors than VSEMX (0.02). VSEMX is a more actively managed with annual turnover of: 11.00 vs. VKSDX (8.00). VKSDX has a lower initial minimum investment than VSEMX: VKSDX (2500) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 2.88 vs. VKSDX (2.43).
| VKSDX | VSEMX | VKSDX / VSEMX | |
| Total Expense Ratio | 1.17 | 0.02 | 5,850% |
| Annual Report Gross Expense Ratio | 2.28 | 0.02 | 11,400% |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | -5.288 | -8.220 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.4M | 101B | 0% |
| Annual Yield % from dividends | 0.39 | 1.33 | 29% |
| Returns for 1 year | 2.43 | 2.88 | 84% |
| Returns for 3 years | 19.13 | 28.27 | 68% |
| Returns for 5 years | N/A | 64.02 | - |
| Returns for 10 years | N/A | N/A | - |
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