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AVERX vs VMCPX
AVERX vs VMCPX Comparison
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AVERX vs VMCPX Comparison Chart in %
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AVERX vs. VMCPX commentary
Sep 05, 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 225B vs. AVERX (138M). VMCPX pays higher dividends than AVERX: VMCPX (1.31) vs AVERX (0.32). AVERX was incepted earlier than VMCPX: AVERX (43 years) vs VMCPX (16 years). AVERX (1.13) is less costly to investors than VMCPX (0.02). AVERX is a more actively managed with annual turnover of: 57.00 vs. VMCPX (16.00). AVERX has a lower initial minimum investment than VMCPX: AVERX (2500) vs VMCPX (100000000). AVERX annual gain was more profitable for investors over the last year : 27.63 vs. VMCPX (13.66). AVERX return over 5 years is better than : 81.32 vs. VMCPX (32.17).
| AVERX | VMCPX | AVERX / VMCPX | |
| Total Expense Ratio | 1.05 | 0.02 | 5,250% |
| Annual Report Gross Expense Ratio | 1.13 | 0.02 | 5,650% |
| Fund Existence | 43 years | 16 years | - |
| Gain YTD | 24.704 | 12.587 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138M | 225B | 0% |
| Annual Yield % from dividends | 0.32 | 1.31 | 25% |
| Returns for 1 year | 27.63 | 13.66 | 202% |
| Returns for 3 years | 45.25 | 48.78 | 93% |
| Returns for 5 years | 81.32 | 32.17 | 253% |
| Returns for 10 years | 200.42 | 155.45 | 129% |
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