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MSMJX vs VMCPX
MSMJX vs VMCPX Comparison
Open Charts MSMJX vs VMCPX
Invesco Main Street Mid Cap R5
Price$30.76
Change-$0.13 (-0.42%)
VolumeN/A
Net Assets2.68B
Vanguard Mid Cap Index InstitutionalPlus
Price$373.24
Change-$1.10 (-0.29%)
VolumeN/A
Net Assets176.87B
MSMJX vs VMCPX Comparison Chart
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MSMJX vs. VMCPX commentary
Jan 23, 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 StrongBuy and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 177B vs. MSMJX (2.68B). VMCPX pays higher dividends than MSMJX: VMCPX (1.51) vs MSMJX (0.02). MSMJX was incepted earlier than VMCPX: MSMJX (6 years) vs VMCPX (14 years). MSMJX is a more actively managed with annual turnover of: 34.00 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 : 20.31 vs. MSMJX (14.07). VMCPX return over 5 years is better than : 53.51 vs. MSMJX (18.38).
| MSMJX | VMCPX | MSMJX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 5.632 | 4.810 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.68B | 177B | 2% |
| Annual Yield % from dividends | 0.02 | 1.51 | 1% |
| Returns for 1 year | 14.07 | 20.31 | 69% |
| Returns for 3 years | 18.68 | 21.35 | 87% |
| Returns for 5 years | 18.38 | 53.51 | 34% |
| Returns for 10 years | N/A | 128.96 | - |
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