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FAMEX vs VMCPX
FAMEX vs VMCPX Comparison
Open Charts FAMEX vs VMCPX
FAM Dividend Focus Fund Investor
Price$57.07
Change+$0.47 (+0.83%)
VolumeN/A
Net Assets738.7M
Vanguard Mid Cap Index InstitutionalPlus
Price$353.67
Change+$3.62 (+1.03%)
VolumeN/A
Net Assets181.84B
FAMEX vs VMCPX Comparison Chart
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FAMEX vs. VMCPX commentary
Apr 04, 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 FAMEX is a StrongBuy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 182B vs. FAMEX (739M). VMCPX pays higher dividends than FAMEX: VMCPX (1.61) vs FAMEX (0.12). FAMEX was incepted earlier than VMCPX: FAMEX (29 years) vs VMCPX (14 years). FAMEX (1.22) is less costly to investors than VMCPX (0.03). VMCPX is a more actively managed with annual turnover of: 13.00 vs. FAMEX (10.00). FAMEX has a lower initial minimum investment than VMCPX: FAMEX (500) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 5.79 vs. FAMEX (-2.01). VMCPX (111.09) and FAMEX (106.23) have equivalent 5 years return.
| FAMEX | VMCPX | FAMEX / VMCPX | |
| Total Expense Ratio | 1.22 | 0.03 | 4,067% |
| Annual Report Gross Expense Ratio | 1.22 | 0.03 | 4,067% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 1.996 | -1.639 | -122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 739M | 182B | 0% |
| Annual Yield % from dividends | 0.12 | 1.61 | 7% |
| Returns for 1 year | -2.01 | 5.79 | -35% |
| Returns for 3 years | 19.12 | 9.24 | 207% |
| Returns for 5 years | 106.23 | 111.09 | 96% |
| Returns for 10 years | 129.35 | 105.50 | 123% |
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