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LSIRX vs VMCPX
LSIRX vs VMCPX Comparison
Open Charts LSIRX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$354.34
Change+$0.19 (+0.05%)
VolumeN/A
Net Assets175.12B
LSIRX vs VMCPX Comparison Chart
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LSIRX vs. VMCPX commentary
May 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 LSIRX is a Buy and VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. LSIRX (1.57B). VMCPX pays higher dividends than LSIRX: VMCPX (1.62) vs LSIRX (0.39). LSIRX was incepted earlier than VMCPX: LSIRX (17 years) vs VMCPX (14 years). LSIRX (0.76) is less costly to investors than VMCPX (0.03). LSIRX is a more actively managed with annual turnover of: 36.00 vs. VMCPX (16.00). LSIRX has a lower initial minimum investment than VMCPX: LSIRX (1000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 7.31 vs. LSIRX (-5.47). VMCPX return over 5 years is better than : 73.44 vs. LSIRX (21.65).
| LSIRX | VMCPX | LSIRX / VMCPX | |
| Total Expense Ratio | 0.75 | 0.03 | 2,500% |
| Annual Report Gross Expense Ratio | 0.76 | 0.03 | 2,533% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -4.874 | -0.434 | 1,124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 175B | 1% |
| Annual Yield % from dividends | 0.39 | 1.62 | 24% |
| Returns for 1 year | -5.47 | 7.31 | -75% |
| Returns for 3 years | 1.75 | 27.46 | 6% |
| Returns for 5 years | 21.65 | 73.44 | 29% |
| Returns for 10 years | 13.39 | 107.52 | 12% |