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AVEMX vs VMCPX
AVEMX vs VMCPX Comparison
Open Charts AVEMX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$354.34
Change+$0.19 (+0.05%)
VolumeN/A
Net Assets175.12B
AVEMX vs VMCPX Comparison Chart
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AVEMX vs. VMCPX commentary
May 12, 2025
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 Buy and VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. AVEMX (502M). VMCPX pays higher dividends than AVEMX: VMCPX (1.62) vs AVEMX (0.29). AVEMX was incepted earlier than VMCPX: AVEMX (24 years) vs VMCPX (14 years). AVEMX (0.94) is less costly to investors than VMCPX (0.03). AVEMX (16.00) and VMCPX (16.00) have comparable annual turnover. AVEMX has a lower initial minimum investment than VMCPX: AVEMX (2500) vs VMCPX (100000000). AVEMX annual gain was more profitable for investors over the last year : 12.55 vs. VMCPX (7.31). AVEMX return over 5 years is better than : 84.38 vs. VMCPX (73.44).
| AVEMX | VMCPX | AVEMX / VMCPX | |
| Total Expense Ratio | 0.94 | 0.03 | 3,133% |
| Annual Report Gross Expense Ratio | 0.94 | 0.03 | 3,133% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 6.234 | -0.434 | -1,437% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 175B | 0% |
| Annual Yield % from dividends | 0.29 | 1.62 | 18% |
| Returns for 1 year | 12.55 | 7.31 | 172% |
| Returns for 3 years | 35.11 | 27.46 | 128% |
| Returns for 5 years | 84.38 | 73.44 | 115% |
| Returns for 10 years | 44.08 | 107.52 | 41% |
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