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AVEMX vs VMCPX
AVEMX vs VMCPX Comparison
Open Charts AVEMX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
AVEMX vs VMCPX Comparison Chart
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AVEMX vs. VMCPX commentary
Jun 14, 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 Hold and VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. AVEMX (510M). VMCPX pays higher dividends than AVEMX: VMCPX (1.54) vs AVEMX (0.29). AVEMX was incepted earlier than VMCPX: AVEMX (24 years) vs VMCPX (15 years). AVEMX (0.93) 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). VMCPX annual gain was more profitable for investors over the last year : 12.91 vs. AVEMX (11.27). AVEMX (74.88) and VMCPX (71.70) have equivalent 5 years return.
| AVEMX | VMCPX | AVEMX / VMCPX | |
| Total Expense Ratio | 0.93 | 0.03 | 3,100% |
| Annual Report Gross Expense Ratio | 0.93 | 0.03 | 3,100% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 5.483 | 3.981 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 510M | 185B | 0% |
| Annual Yield % from dividends | 0.29 | 1.54 | 19% |
| Returns for 1 year | 11.27 | 12.91 | 87% |
| Returns for 3 years | 30.20 | 40.78 | 74% |
| Returns for 5 years | 74.88 | 71.70 | 104% |
| Returns for 10 years | 44.35 | 116.76 | 38% |
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