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FAMEX vs VMCPX
FAMEX vs VMCPX Comparison
Open Charts FAMEX vs VMCPX
FAM Dividend Focus Fund Investor
Price$57.17
Change-$0.73 (-1.26%)
VolumeN/A
Net Assets756.26M
Vanguard Mid Cap Index InstitutionalPlus
Price$364.96
Change-$7.05 (-1.90%)
VolumeN/A
Net Assets184.83B
FAMEX vs VMCPX Comparison Chart
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FAMEX vs. VMCPX commentary
Feb 23, 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 Hold and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. FAMEX (756M). VMCPX pays higher dividends than FAMEX: VMCPX (1.51) vs FAMEX (0.32). FAMEX was incepted earlier than VMCPX: FAMEX (29 years) vs VMCPX (14 years). 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 : 14.06 vs. FAMEX (0.92). FAMEX (49.25) and VMCPX (48.48) have equivalent 5 years return.
| FAMEX | VMCPX | FAMEX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 3.009 | 2.485 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 756M | 185B | 0% |
| Annual Yield % from dividends | 0.32 | 1.51 | 21% |
| Returns for 1 year | 0.92 | 14.06 | 7% |
| Returns for 3 years | 27.07 | 19.70 | 137% |
| Returns for 5 years | 49.25 | 48.48 | 102% |
| Returns for 10 years | 132.88 | 114.38 | 116% |