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VKSGX vs VMCIX
VKSGX vs VMCIX Comparison
Open Charts VKSGX vs VMCIX
Virtus KAR Small-Mid Cap Value R6
Price$10.37
Change-$0.18 (-1.71%)
VolumeN/A
Net Assets6.38M
Vanguard Mid Cap Index Institutional
Price$74.00
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
VKSGX vs VMCIX Comparison Chart
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FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. VKSGX (6.38M). VMCIX pays higher dividends than VKSGX: VMCIX (1.50) vs VKSGX (0.74). VKSGX was incepted earlier than VMCIX: VKSGX (4 years) vs VMCIX (27 years). VKSGX is a more actively managed with annual turnover of: 15.00 vs. VMCIX (13.00). VKSGX has a lower initial minimum investment than VMCIX: VKSGX (2500000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 14.06 vs. VKSGX (5.20).
| VKSGX | VMCIX | VKSGX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 27 years | - |
| Gain YTD | -0.955 | 2.479 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 5000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.38M | 185B | 0% |
| Annual Yield % from dividends | 0.74 | 1.50 | 49% |
| Returns for 1 year | 5.20 | 14.06 | 37% |
| Returns for 3 years | 16.60 | 19.70 | 84% |
| Returns for 5 years | N/A | 48.48 | - |
| Returns for 10 years | N/A | 114.31 | - |
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