Interact to see
Advertisement
Advertisement
AVERX vs VMCIX
AVERX vs VMCIX Comparison
Open Charts AVERX vs VMCIX
AVERX vs VMCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AVERX vs. VMCIX commentary
Aug 09, 2026
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 AVERX is a Hold and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 225B vs. AVERX (131M). VMCIX pays higher dividends than AVERX: VMCIX (1.32) vs AVERX (0.34). AVERX was incepted earlier than VMCIX: AVERX (43 years) vs VMCIX (28 years). AVERX (1.13) is less costly to investors than VMCIX (0.03). AVERX is a more actively managed with annual turnover of: 57.00 vs. VMCIX (16.00). AVERX has a lower initial minimum investment than VMCIX: AVERX (2500) vs VMCIX (5000000). AVERX annual gain was more profitable for investors over the last year : 23.25 vs. VMCIX (15.68). AVERX return over 5 years is better than : 68.60 vs. VMCIX (36.63).
| AVERX | VMCIX | AVERX / VMCIX | |
| Total Expense Ratio | 1.05 | 0.03 | 3,500% |
| Annual Report Gross Expense Ratio | 1.13 | 0.03 | 3,767% |
| Fund Existence | 43 years | 28 years | - |
| Gain YTD | 20.226 | 13.326 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 225B | 0% |
| Annual Yield % from dividends | 0.34 | 1.32 | 25% |
| Returns for 1 year | 23.25 | 15.68 | 148% |
| Returns for 3 years | 46.77 | 47.63 | 98% |
| Returns for 5 years | 68.60 | 36.63 | 187% |
| Returns for 10 years | 190.12 | 159.53 | 119% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers