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VKSGX vs VMCIX
VKSGX vs VMCIX Comparison
Open Charts VKSGX vs VMCIX
Virtus KAR Small-Mid Cap Value R6
Price$10.23
Change-$0.17 (-1.63%)
VolumeN/A
Net Assets6.33M
Vanguard Mid Cap Index Institutional
Price$70.47
Change-$1.44 (-2.00%)
VolumeN/A
Net Assets181.84B
VKSGX vs VMCIX Comparison Chart
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FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 182B vs. VKSGX (6.33M). VMCIX pays higher dividends than VKSGX: VMCIX (1.46) vs VKSGX (0.66). 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 : 7.47 vs. VKSGX (4.04).
| 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 | -0.669 | -0.415 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 5000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.33M | 182B | 0% |
| Annual Yield % from dividends | 0.66 | 1.46 | 46% |
| Returns for 1 year | 4.04 | 7.47 | 54% |
| Returns for 3 years | 22.77 | 20.00 | 114% |
| Returns for 5 years | N/A | 64.64 | - |
| Returns for 10 years | N/A | 114.09 | - |