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BTSMX vs VMCPX
BTSMX vs VMCPX Comparison
Open Charts BTSMX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$331.45
Change+$2.64 (+0.80%)
VolumeN/A
Net Assets175.23B
BTSMX vs VMCPX Comparison Chart
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BTSMX vs. VMCPX commentary
Apr 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 BTSMX is a Buy and VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. BTSMX (707M). VMCPX pays higher dividends than BTSMX: VMCPX (1.61) vs BTSMX (0.85). BTSMX was incepted earlier than VMCPX: BTSMX (13 years) vs VMCPX (14 years). BTSMX (0.85) is less costly to investors than VMCPX (0.03). BTSMX is a more actively managed with annual turnover of: 31.51 vs. VMCPX (13.00). BTSMX has a lower initial minimum investment than VMCPX: BTSMX (1000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 4.67 vs. BTSMX (-1.59). VMCPX return over 5 years is better than : 68.86 vs. BTSMX (64.16).
| BTSMX | VMCPX | BTSMX / VMCPX | |
| Total Expense Ratio | 0.75 | 0.03 | 2,500% |
| Annual Report Gross Expense Ratio | 0.85 | 0.03 | 2,833% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | -8.635 | -6.866 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 707M | 175B | 0% |
| Annual Yield % from dividends | 0.85 | 1.61 | 53% |
| Returns for 1 year | -1.59 | 4.67 | -34% |
| Returns for 3 years | 3.69 | 6.62 | 56% |
| Returns for 5 years | 64.16 | 68.86 | 93% |
| Returns for 10 years | 77.44 | 92.89 | 83% |
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