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MSMJX vs VMCPX
MSMJX vs VMCPX Comparison
Open Charts MSMJX vs VMCPX
Invesco Main Street Mid Cap R5
Price$29.34
Change-$0.46 (-1.54%)
VolumeN/A
Net Assets2.43B
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
MSMJX vs VMCPX Comparison Chart
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MSMJX vs. VMCPX 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. MSMJX (2.43B). VMCPX pays higher dividends than MSMJX: VMCPX (1.54) vs MSMJX (0.51). 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 : 11.60 vs. MSMJX (4.08). VMCPX return over 5 years is better than : 69.72 vs. MSMJX (34.23).
| 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 | 0.755 | 2.781 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 185B | 1% |
| Annual Yield % from dividends | 0.51 | 1.54 | 33% |
| Returns for 1 year | 4.08 | 11.60 | 35% |
| Returns for 3 years | 30.14 | 39.16 | 77% |
| Returns for 5 years | 34.23 | 69.72 | 49% |
| Returns for 10 years | N/A | 114.26 | - |
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