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AVEMX vs VMCPX
AVEMX vs VMCPX Comparison
Open Charts AVEMX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$328.78
Change+$5.56 (+1.72%)
VolumeN/A
Net Assets175.23B
AVEMX vs VMCPX Comparison Chart
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AVEMX vs. VMCPX commentary
Apr 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 Hold and VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. AVEMX (449M). VMCPX pays higher dividends than AVEMX: VMCPX (1.61) 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 is a more actively managed with annual turnover of: 16.00 vs. VMCPX (13.00). 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 : 2.61 vs. VMCPX (-1.52). AVEMX return over 5 years is better than : 76.05 vs. VMCPX (66.76).
| 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 | -3.380 | -9.178 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 449M | 175B | 0% |
| Annual Yield % from dividends | 0.29 | 1.61 | 18% |
| Returns for 1 year | 2.61 | -1.52 | -171% |
| Returns for 3 years | 11.43 | 3.96 | 288% |
| Returns for 5 years | 76.05 | 66.76 | 114% |
| Returns for 10 years | 30.98 | 88.04 | 35% |
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