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MSMJX vs VMCIX
MSMJX vs VMCIX Comparison
Open Charts MSMJX vs VMCIX
Invesco Main Street Mid Cap R5
Price$29.34
Change-$0.46 (-1.54%)
VolumeN/A
Net Assets2.43B
Vanguard Mid Cap Index Institutional
Price$74.17
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
MSMJX vs VMCIX Comparison Chart
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MSMJX vs. VMCIX commentary
Jun 15, 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: 185B vs. MSMJX (2.43B). VMCIX pays higher dividends than MSMJX: VMCIX (1.53) vs MSMJX (0.51). MSMJX was incepted earlier than VMCIX: MSMJX (6 years) vs VMCIX (27 years). MSMJX (0.75) is less costly to investors than VMCIX (0.04). MSMJX is a more actively managed with annual turnover of: 40.00 vs. VMCIX (16.00). 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 : 11.61 vs. MSMJX (4.08). VMCIX return over 5 years is better than : 69.71 vs. MSMJX (34.23).
| MSMJX | VMCIX | MSMJX / VMCIX | |
| Total Expense Ratio | 0.75 | 0.04 | 1,875% |
| Annual Report Gross Expense Ratio | 0.75 | 0.04 | 1,875% |
| Fund Existence | 6 years | 27 years | - |
| Gain YTD | 0.755 | 2.779 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 185B | 1% |
| Annual Yield % from dividends | 0.51 | 1.53 | 34% |
| Returns for 1 year | 4.08 | 11.61 | 35% |
| Returns for 3 years | 30.14 | 39.17 | 77% |
| Returns for 5 years | 34.23 | 69.71 | 49% |
| Returns for 10 years | N/A | 114.21 | - |
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