Interact to see
Advertisement
Advertisement
VKSGX vs VMCPX
VKSGX vs VMCPX Comparison
Open Charts VKSGX vs VMCPX
Virtus KAR Small-Mid Cap Value R6
Price$10.50
Change-$0.06 (-0.57%)
VolumeN/A
Net Assets5.66M
Vanguard Mid Cap Index InstitutionalPlus
Price$382.45
Change-$1.13 (-0.29%)
VolumeN/A
Net Assets196.76B
VKSGX vs VMCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. VKSGX (5.66M). VMCPX pays higher dividends than VKSGX: VMCPX (1.51) vs VKSGX (0.66). VKSGX was incepted earlier than VMCPX: VKSGX (4 years) vs VMCPX (15 years). VKSGX (2.01) is less costly to investors than VMCPX (0.03). VMCPX is a more actively managed with annual turnover of: 16.00 vs. VKSGX (8.00). VKSGX has a lower initial minimum investment than VMCPX: VKSGX (2500000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 16.35 vs. VKSGX (6.63).
| VKSGX | VMCPX | VKSGX / VMCPX | |
| Total Expense Ratio | 0.82 | 0.03 | 2,733% |
| Annual Report Gross Expense Ratio | 2.01 | 0.03 | 6,700% |
| Fund Existence | 4 years | 15 years | - |
| Gain YTD | 0.287 | 7.465 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 100000000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.66M | 197B | 0% |
| Annual Yield % from dividends | 0.66 | 1.51 | 44% |
| Returns for 1 year | 6.63 | 16.35 | 41% |
| Returns for 3 years | 21.00 | 31.52 | 67% |
| Returns for 5 years | N/A | 61.64 | - |
| Returns for 10 years | N/A | 126.00 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement