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VKSEX vs VMCPX
VKSEX vs VMCPX Comparison
Open Charts VKSEX vs VMCPX
Virtus KAR Small-Mid Cap Value C
Price$9.36
Change+$0.13 (+1.41%)
VolumeN/A
Net Assets5.54M
Vanguard Mid Cap Index InstitutionalPlus
Price$328.78
Change+$5.56 (+1.72%)
VolumeN/A
Net Assets175.23B
VKSEX vs VMCPX Comparison Chart
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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. VKSEX (5.54M). VMCPX pays higher dividends than VKSEX: VMCPX (1.61) vs VKSEX (0.00). VKSEX was incepted earlier than VMCPX: VKSEX (4 years) vs VMCPX (14 years). VKSEX (3.05) is less costly to investors than VMCPX (0.03). VMCPX is a more actively managed with annual turnover of: 13.00 vs. VKSEX (8.00). VKSEX has a lower initial minimum investment than VMCPX: VKSEX (2500) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : -1.52 vs. VKSEX (-3.35).
| VKSEX | VMCPX | VKSEX / VMCPX | |
| Total Expense Ratio | 1.92 | 0.03 | 6,400% |
| Annual Report Gross Expense Ratio | 3.05 | 0.03 | 10,167% |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | -10.388 | -9.178 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.54M | 175B | 0% |
| Annual Yield % from dividends | 0.00 | 1.61 | - |
| Returns for 1 year | -3.35 | -1.52 | 220% |
| Returns for 3 years | 3.13 | 3.96 | 79% |
| Returns for 5 years | N/A | 66.76 | - |
| Returns for 10 years | N/A | 88.04 | - |
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