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BIGTX vs VMCPX
BIGTX vs VMCPX Comparison
Open Charts BIGTX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$369.40
Change+$1.85 (+0.50%)
VolumeN/A
Net Assets176.87B
BIGTX vs VMCPX Comparison Chart
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BIGTX vs. VMCPX commentary
Jan 19, 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 BIGTX is a Hold and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 177B vs. BIGTX (15.1M). VMCPX pays higher dividends than BIGTX: VMCPX (1.51) vs BIGTX (0.04). BIGTX was incepted earlier than VMCPX: BIGTX (11 years) vs VMCPX (14 years). BIGTX is a more actively managed with annual turnover of: 61.00 vs. VMCPX (13.00). BIGTX has a lower initial minimum investment than VMCPX: BIGTX (50000) vs VMCPX (100000000). VMCPX (20.83) and BIGTX (20.19) have marching annual gain over last year. BIGTX (52.54) and VMCPX (50.74) have equivalent 5 years return.
| BIGTX | VMCPX | BIGTX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 4.281 | 3.732 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1M | 177B | 0% |
| Annual Yield % from dividends | 0.04 | 1.51 | 3% |
| Returns for 1 year | 20.19 | 20.83 | 97% |
| Returns for 3 years | 15.38 | 15.31 | 100% |
| Returns for 5 years | 52.54 | 50.74 | 104% |
| Returns for 10 years | 65.00 | 130.53 | 50% |
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