The average market capitalization across the group is 883.89B. The market cap for tickers in the group ranges from 10.9B to 1.76T. VFINX holds the highest valuation in this group at 1.76T. The lowest valued company is VMCTX at 10.9B.

High and low price notable news

The average weekly price growth across all stocks in the group was 1%. For the same group, the average monthly price growth was 1%, and the average quarterly price growth was 15%. VMCTX experienced the highest price growth at 1%, while VFINX experienced the biggest fall at 0%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:

P/E Growth Rating:

Price Growth Rating:

SMR Rating:

Profit Risk Rating:

Seasonality Score: (-100 ... +100)

VFINX vs. VMCTX commentary

Sep 05, 2026

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 VFINX is a StrongBuy and VMCTX is a StrongBuy.

Interact to see
Advertisement

FUNDAMENTALS

Fundamentals

VFINX has more cash in the bank: 1.76T vs. VMCTX (10.9B). VFINX (0.94) and VMCTX (0.90) have matching dividends . VFINX was incepted earlier than VMCTX: VFINX (50 years) vs VMCTX (19 years). VFINX (0.14) is less costly to investors than VMCTX (0.05). VMCTX is a more actively managed with annual turnover of: 3.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than VMCTX: VFINX (0) vs VMCTX (5000000). VMCTX (19.89) and VFINX (19.16) have marching annual gain over last year. VMCTX return over 5 years is better than : 76.69 vs. VFINX (70.92).

	VFINX	VMCTX	VFINX / VMCTX
Total Expense Ratio	0.14	0.05	280%
Annual Report Gross Expense Ratio	0.14	0.05	280%
Fund Existence	50 years	19 years	-
Gain YTD	13.346	13.111	102%
Front Load	N/A	N/A	-
Min. Initial Investment	0	5000000	-
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	1.76T	10.9B	16,119%
Annual Yield % from dividends	0.94	0.90	105%
Returns for 1 year	19.16	19.89	96%
Returns for 3 years	72.38	78.43	92%
Returns for 5 years	70.92	76.69	92%
Returns for 10 years	254.31	281.26	90%

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

MFs / NAME	Price $	Chg $	Chg %
		1 Day
RNWCX	106.45	0.32	+0.30%
American Funds New World R-3
PAEAX	24.18	N/A	N/A
Franklin Dynamic Asset Allocation Gr A
WOGSX	175.64	N/A	N/A
White Oak Select Growth
ACVDX	13.16	N/A	N/A
American Century International Val R6
WCERX	10.30	N/A	N/A
Virtus Westchester Event-Driven Fd A