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MSMJX vs VMCIX
MSMJX vs VMCIX Comparison
Open Charts MSMJX vs VMCIX
Invesco Main Street Mid Cap R5
Price$29.36
Change+$0.40 (+1.38%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$73.32
Change+$1.15 (+1.59%)
VolumeN/A
CapitalizationN/A
MSMJX vs VMCIX Comparison Chart
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MSMJX vs. VMCIX commentary
Dec 23, 2024
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 MSMJX is a StrongBuy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 190B vs. MSMJX (2.56B). VMCIX pays higher dividends than MSMJX: VMCIX (1.50) vs MSMJX (0.02). MSMJX was incepted earlier than VMCIX: MSMJX (6 years) vs VMCIX (27 years). MSMJX is a more actively managed with annual turnover of: 34.00 vs. VMCIX (13.00). MSMJX has a lower initial minimum investment than VMCIX: MSMJX (1000000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 16.48 vs. MSMJX (9.73). VMCIX return over 5 years is better than : 51.70 vs. MSMJX (14.20).
| MSMJX | VMCIX | MSMJX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 27 years | - |
| Gain YTD | 9.200 | 15.451 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 190B | 1% |
| Annual Yield % from dividends | 0.02 | 1.50 | 1% |
| Returns for 1 year | 9.73 | 16.48 | 59% |
| Returns for 3 years | 7.02 | 8.12 | 87% |
| Returns for 5 years | 14.20 | 51.70 | 27% |
| Returns for 10 years | N/A | 119.38 | - |
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