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VKSDX vs VSEMX
VKSDX vs VSEMX Comparison
Open Charts VKSDX vs VSEMX
Virtus KAR Small-Mid Cap Value A
Price$9.61
Change-$0.51 (-5.04%)
VolumeN/A
Net Assets6.01M
Vanguard Extended Market Index Instl Sel
Price$199.94
Change-$15.02 (-6.99%)
VolumeN/A
Net Assets110.09B
VKSDX vs VSEMX Comparison Chart
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FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 110B vs. VKSDX (6.01M). VSEMX pays higher dividends than VKSDX: VSEMX (1.32) vs VKSDX (0.38). 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). VKSDX annual gain was more profitable for investors over the last year : 3.00 vs. VSEMX (2.78).
| 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 | -2.692 | -7.092 | 38% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.01M | 110B | 0% |
| Annual Yield % from dividends | 0.38 | 1.32 | 29% |
| Returns for 1 year | 3.00 | 2.78 | 108% |
| Returns for 3 years | 11.62 | 5.62 | 207% |
| Returns for 5 years | N/A | 114.71 | - |
| Returns for 10 years | N/A | N/A | - |