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MSMJX vs VMCIX
MSMJX vs VMCIX Comparison
Open Charts MSMJX vs VMCIX
Invesco Main Street Mid Cap R5
Price$25.99
Change+$0.35 (+1.37%)
VolumeN/A
Net Assets2.16B
Vanguard Mid Cap Index Institutional
Price$66.67
Change+$1.13 (+1.72%)
VolumeN/A
Net Assets175.23B
MSMJX vs VMCIX Comparison Chart
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MSMJX vs. VMCIX commentary
Apr 12, 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 MSMJX is a Buy and VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. MSMJX (2.16B). VMCIX pays higher dividends than MSMJX: VMCIX (1.60) vs MSMJX (0.54). MSMJX was incepted earlier than VMCIX: MSMJX (6 years) vs VMCIX (27 years). MSMJX (0.76) is less costly to investors than VMCIX (0.04). MSMJX is a more actively managed with annual turnover of: 40.00 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 : -1.52 vs. MSMJX (-9.78). VMCIX return over 5 years is better than : 66.76 vs. MSMJX (24.90).
| MSMJX | VMCIX | MSMJX / VMCIX | |
| Total Expense Ratio | 0.76 | 0.04 | 1,900% |
| Annual Report Gross Expense Ratio | 0.76 | 0.04 | 1,900% |
| Fund Existence | 6 years | 27 years | - |
| Gain YTD | -11.951 | -9.180 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 175B | 1% |
| Annual Yield % from dividends | 0.54 | 1.60 | 34% |
| Returns for 1 year | -9.78 | -1.52 | 642% |
| Returns for 3 years | -2.82 | 3.97 | -71% |
| Returns for 5 years | 24.90 | 66.76 | 37% |
| Returns for 10 years | N/A | 88.01 | - |
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