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VKSGX vs VMCIX
VKSGX vs VMCIX Comparison
Open Charts VKSGX vs VMCIX
Virtus KAR Small-Mid Cap Value R6
Price$9.52
Change+$0.07 (+0.74%)
VolumeN/A
Net Assets5.56M
Vanguard Mid Cap Index Institutional
Price$67.21
Change+$0.54 (+0.81%)
VolumeN/A
Net Assets175.23B
VKSGX vs VMCIX Comparison Chart
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FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. VKSGX (5.56M). VMCIX pays higher dividends than VKSGX: VMCIX (1.60) vs VKSGX (0.69). VKSGX was incepted earlier than VMCIX: VKSGX (4 years) vs VMCIX (27 years). VKSGX (2.01) is less costly to investors than VMCIX (0.04). VMCIX is a more actively managed with annual turnover of: 13.00 vs. VKSGX (8.00). 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 : 3.83 vs. VKSGX (2.15).
| VKSGX | VMCIX | VKSGX / VMCIX | |
| Total Expense Ratio | 0.82 | 0.04 | 2,050% |
| Annual Report Gross Expense Ratio | 2.01 | 0.04 | 5,025% |
| Fund Existence | 4 years | 27 years | - |
| Gain YTD | -9.742 | -7.614 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 5000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.56M | 175B | 0% |
| Annual Yield % from dividends | 0.69 | 1.60 | 43% |
| Returns for 1 year | 2.15 | 3.83 | 56% |
| Returns for 3 years | 7.44 | 5.78 | 129% |
| Returns for 5 years | N/A | 67.49 | - |
| Returns for 10 years | N/A | 91.31 | - |
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