Ad is loading...
FTZFX vs VMCPX
FTZFX vs VMCPX Comparison
Open Charts FTZFX vs VMCPX
FullerThaler Behvrll Uncnstd Eq R6
Price$47.93
Change+$3.76 (+8.51%)
VolumeN/A
Net Assets171.06M
Vanguard Mid Cap Index InstitutionalPlus
Price$333.45
Change+$24.96 (+8.09%)
VolumeN/A
Net Assets175.23B
FTZFX vs VMCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FTZFX vs. VMCPX commentary
Apr 11, 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 FTZFX is a Buy and VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. FTZFX (171M). VMCPX pays higher dividends than FTZFX: VMCPX (1.61) vs FTZFX (0.19). FTZFX was incepted earlier than VMCPX: FTZFX (6 years) vs VMCPX (14 years). FTZFX (1.14) is less costly to investors than VMCPX (0.03). FTZFX is a more actively managed with annual turnover of: 19.00 vs. VMCPX (13.00). FTZFX has a lower initial minimum investment than VMCPX: FTZFX (1000000) vs VMCPX (100000000). FTZFX annual gain was more profitable for investors over the last year : -4.20 vs. VMCPX (-7.34). FTZFX return over 5 years is better than : 101.29 vs. VMCPX (59.16).
| FTZFX | VMCPX | FTZFX / VMCPX | |
| Total Expense Ratio | 0.91 | 0.03 | 3,033% |
| Annual Report Gross Expense Ratio | 1.14 | 0.03 | 3,800% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -13.528 | -13.317 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 175B | 0% |
| Annual Yield % from dividends | 0.19 | 1.61 | 12% |
| Returns for 1 year | -4.20 | -7.34 | 57% |
| Returns for 3 years | 24.22 | -2.16 | -1,120% |
| Returns for 5 years | 101.29 | 59.16 | 171% |
| Returns for 10 years | N/A | 78.78 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...