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MSMJX vs VMCPX
MSMJX vs VMCPX Comparison
Open Charts MSMJX vs VMCPX
Invesco Main Street Mid Cap R5
Price$25.99
Change+$0.35 (+1.37%)
VolumeN/A
Net Assets2.16B
Vanguard Mid Cap Index InstitutionalPlus
Price$328.78
Change+$5.56 (+1.72%)
VolumeN/A
Net Assets175.23B
MSMJX vs VMCPX Comparison Chart
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MSMJX vs. VMCPX 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. MSMJX (2.16B). VMCPX pays higher dividends than MSMJX: VMCPX (1.61) vs MSMJX (0.54). MSMJX was incepted earlier than VMCPX: MSMJX (6 years) vs VMCPX (14 years). MSMJX (0.76) is less costly to investors than VMCPX (0.03). MSMJX is a more actively managed with annual turnover of: 40.00 vs. VMCPX (13.00). MSMJX has a lower initial minimum investment than VMCPX: MSMJX (1000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : -1.52 vs. MSMJX (-9.78). VMCPX return over 5 years is better than : 66.76 vs. MSMJX (24.90).
| MSMJX | VMCPX | MSMJX / VMCPX | |
| Total Expense Ratio | 0.76 | 0.03 | 2,533% |
| Annual Report Gross Expense Ratio | 0.76 | 0.03 | 2,533% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -11.951 | -9.178 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 175B | 1% |
| Annual Yield % from dividends | 0.54 | 1.61 | 34% |
| Returns for 1 year | -9.78 | -1.52 | 642% |
| Returns for 3 years | -2.82 | 3.96 | -71% |
| Returns for 5 years | 24.90 | 66.76 | 37% |
| Returns for 10 years | N/A | 88.04 | - |
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