Ad is loading...
MSMJX vs VMCPX
MSMJX vs VMCPX Comparison
Open Charts MSMJX vs VMCPX
Invesco Main Street Mid Cap R5
Price$28.37
Change+$0.27 (+0.96%)
VolumeN/A
Net Assets2.36B
Vanguard Mid Cap Index InstitutionalPlus
Price$354.15
Change+$3.07 (+0.87%)
VolumeN/A
Net Assets175.12B
MSMJX vs VMCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MSMJX vs. VMCPX commentary
May 09, 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 (2.36B). VMCPX pays higher dividends than MSMJX: VMCPX (1.62) vs MSMJX (0.55). 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 (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 : 6.37 vs. MSMJX (-2.64). VMCPX return over 5 years is better than : 70.90 vs. MSMJX (29.39).
| 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 | -4.018 | -1.889 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.36B | 175B | 1% |
| Annual Yield % from dividends | 0.55 | 1.62 | 34% |
| Returns for 1 year | -2.64 | 6.37 | -41% |
| Returns for 3 years | 14.25 | 20.49 | 70% |
| Returns for 5 years | 29.39 | 70.90 | 41% |
| Returns for 10 years | N/A | 103.40 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...