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LSIRX vs VMCPX
LSIRX vs VMCPX Comparison
Open Charts LSIRX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$369.40
Change+$1.85 (+0.50%)
VolumeN/A
Net Assets176.87B
LSIRX vs VMCPX Comparison Chart
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LSIRX vs. VMCPX commentary
Jan 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 LSIRX is a Buy and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 177B vs. LSIRX (1.81B). VMCPX pays higher dividends than LSIRX: VMCPX (1.51) vs LSIRX (0.17). LSIRX was incepted earlier than VMCPX: LSIRX (16 years) vs VMCPX (14 years). LSIRX is a more actively managed with annual turnover of: 38.00 vs. VMCPX (13.00). 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 : 20.83 vs. LSIRX (11.23). VMCPX return over 5 years is better than : 50.74 vs. LSIRX (6.89).
| LSIRX | VMCPX | LSIRX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 4.090 | 3.732 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 177B | 1% |
| Annual Yield % from dividends | 0.17 | 1.51 | 11% |
| Returns for 1 year | 11.23 | 20.83 | 54% |
| Returns for 3 years | -6.43 | 15.31 | -42% |
| Returns for 5 years | 6.89 | 50.74 | 14% |
| Returns for 10 years | 34.64 | 130.53 | 27% |