Interact to see
Advertisement
Advertisement
AVERX vs VMCPX
AVERX vs VMCPX Comparison
Open Charts AVERX vs VMCPX
AVERX vs VMCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AVERX vs. VMCPX 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 225B vs. AVERX (131M). VMCPX pays higher dividends than AVERX: VMCPX (1.33) vs AVERX (0.34). 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 : 23.25 vs. VMCPX (15.68). AVERX return over 5 years is better than : 68.60 vs. VMCPX (36.64).
| 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 | 20.226 | 13.323 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 225B | 0% |
| Annual Yield % from dividends | 0.34 | 1.33 | 25% |
| Returns for 1 year | 23.25 | 15.68 | 148% |
| Returns for 3 years | 46.77 | 47.64 | 98% |
| Returns for 5 years | 68.60 | 36.64 | 187% |
| Returns for 10 years | 190.12 | 159.59 | 119% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers