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VMCIX vs WOOSX
VMCIX vs WOOSX Comparison
Open Charts VMCIX vs WOOSX
Vanguard Mid Cap Index Institutional
Price$72.33
Change-$2.50 (-3.34%)
VolumeN/A
CapitalizationN/A
JPMorgan SMID Cap Equity R6
Price$18.68
Change-$0.68 (-3.51%)
VolumeN/A
CapitalizationN/A
VMCIX vs WOOSX Comparison Chart
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VMCIX vs. WOOSX commentary
Dec 19, 2024
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 VMCIX is a Buy and WOOSX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 190B vs. WOOSX (440M). VMCIX pays higher dividends than WOOSX: VMCIX (1.50) vs WOOSX (0.71). VMCIX was incepted earlier than WOOSX: VMCIX (27 years) vs WOOSX (9 years). WOOSX is a more actively managed with annual turnover of: 32.00 vs. VMCIX (13.00). VMCIX has a lower initial minimum investment than WOOSX: VMCIX (5000000) vs WOOSX (15000000). VMCIX annual gain was more profitable for investors over the last year : 18.84 vs. WOOSX (16.66). VMCIX return over 5 years is better than : 55.78 vs. WOOSX (3.73).
| VMCIX | WOOSX | VMCIX / WOOSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | 17.828 | 14.896 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 15000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190B | 440M | 43,182% |
| Annual Yield % from dividends | 1.50 | 0.71 | 213% |
| Returns for 1 year | 18.84 | 16.66 | 113% |
| Returns for 3 years | 11.37 | -1.68 | -676% |
| Returns for 5 years | 55.78 | 3.73 | 1,497% |
| Returns for 10 years | 125.56 | N/A | - |
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