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AVEMX vs VMCPX
AVEMX vs VMCPX Comparison
Open Charts AVEMX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$352.79
Change-$0.65 (-0.18%)
VolumeN/A
CapitalizationN/A
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AVEMX vs VMCPX Comparison Chart
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AVEMX vs. VMCPX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AVEMX is a StrongBuy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 172B vs. AVEMX (421M). VMCPX pays higher dividends than AVEMX: VMCPX (1.51) vs AVEMX (0.75). AVEMX was incepted earlier than VMCPX: AVEMX (23 years) vs VMCPX (14 years). AVEMX is a more actively managed with annual turnover of: 31.00 vs. VMCPX (13.00). AVEMX has a lower initial minimum investment than VMCPX: AVEMX (2500) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 25.17 vs. AVEMX (13.37). VMCPX return over 5 years is better than : 56.93 vs. AVEMX (39.12).
| AVEMX | VMCPX | AVEMX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 15.514 | 12.593 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 421M | 172B | 0% |
| Annual Yield % from dividends | 0.75 | 1.51 | 50% |
| Returns for 1 year | 13.37 | 25.17 | 53% |
| Returns for 3 years | 20.43 | 9.85 | 207% |
| Returns for 5 years | 39.12 | 56.93 | 69% |
| Returns for 10 years | 33.69 | 128.75 | 26% |
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