Interact to see
Advertisement
Advertisement
MSMJX vs VMCPX
MSMJX vs VMCPX Comparison
Open Charts MSMJX vs VMCPX
Invesco Main Street Mid Cap R5
Price$31.66
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets2.53B
Vanguard Mid Cap Index InstitutionalPlus
Price$397.83
Change+$1.66 (+0.42%)
VolumeN/A
Net Assets201.28B
MSMJX vs VMCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MSMJX vs. VMCPX commentary
Oct 27, 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 Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 201B vs. MSMJX (2.54B). VMCPX pays higher dividends than MSMJX: VMCPX (1.50) vs MSMJX (0.48). MSMJX was incepted earlier than VMCPX: MSMJX (6 years) vs VMCPX (15 years). MSMJX (0.75) is less costly to investors than VMCPX (0.03). MSMJX is a more actively managed with annual turnover of: 40.00 vs. VMCPX (16.00). 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 : 10.94 vs. MSMJX (1.07). VMCPX return over 5 years is better than : 59.39 vs. MSMJX (28.56).
| MSMJX | VMCPX | MSMJX / VMCPX | |
| Total Expense Ratio | 0.75 | 0.03 | 2,500% |
| Annual Report Gross Expense Ratio | 0.75 | 0.03 | 2,500% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 8.723 | 11.820 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.54B | 201B | 1% |
| Annual Yield % from dividends | 0.48 | 1.50 | 32% |
| Returns for 1 year | 1.07 | 10.94 | 10% |
| Returns for 3 years | 33.74 | 48.31 | 70% |
| Returns for 5 years | 28.56 | 59.39 | 48% |
| Returns for 10 years | N/A | 146.10 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement