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VKSFX vs VMCPX
VKSFX vs VMCPX Comparison
Open Charts VKSFX vs VMCPX
Virtus KAR Small-Mid Cap Value I
Price$10.39
Change-$0.06 (-0.57%)
VolumeN/A
Net Assets5.66M
Vanguard Mid Cap Index InstitutionalPlus
Price$381.01
Change-$1.44 (-0.38%)
VolumeN/A
Net Assets196.76B
VKSFX vs VMCPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. VKSFX (5.66M). VMCPX pays higher dividends than VKSFX: VMCPX (1.51) vs VKSFX (0.53). VKSFX was incepted earlier than VMCPX: VKSFX (4 years) vs VMCPX (15 years). VKSFX (2.16) is less costly to investors than VMCPX (0.03). VMCPX is a more actively managed with annual turnover of: 16.00 vs. VKSFX (8.00). VKSFX has a lower initial minimum investment than VMCPX: VKSFX (100000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 16.06 vs. VKSFX (6.86).
| VKSFX | VMCPX | VKSFX / VMCPX | |
| Total Expense Ratio | 0.92 | 0.03 | 3,067% |
| Annual Report Gross Expense Ratio | 2.16 | 0.03 | 7,200% |
| Fund Existence | 4 years | 15 years | - |
| Gain YTD | 0.192 | 7.465 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.66M | 197B | 0% |
| Annual Yield % from dividends | 0.53 | 1.51 | 35% |
| Returns for 1 year | 6.86 | 16.06 | 43% |
| Returns for 3 years | 14.89 | 25.74 | 58% |
| Returns for 5 years | N/A | 60.90 | - |
| Returns for 10 years | N/A | 124.60 | - |
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