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VMCIX vs WOOSX
VMCIX vs WOOSX Comparison
Open Charts VMCIX vs WOOSX
Vanguard Mid Cap Index Institutional
Price$67.21
Change+$0.54 (+0.81%)
VolumeN/A
Net Assets175.23B
JPMorgan SMID Cap Equity R6
Price$16.38
Change+$0.12 (+0.74%)
VolumeN/A
Net Assets345.27M
VMCIX vs WOOSX Comparison Chart
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VMCIX vs. WOOSX commentary
Apr 18, 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 VMCIX is a StrongBuy and WOOSX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. WOOSX (345M). VMCIX pays higher dividends than WOOSX: VMCIX (1.60) vs WOOSX (0.63). VMCIX was incepted earlier than WOOSX: VMCIX (27 years) vs WOOSX (9 years). WOOSX (0.70) is less costly to investors than VMCIX (0.04). WOOSX is a more actively managed with annual turnover of: 39.00 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 : 3.83 vs. WOOSX (-1.58). VMCIX return over 5 years is better than : 67.49 vs. WOOSX (10.95).
| VMCIX | WOOSX | VMCIX / WOOSX | |
| Total Expense Ratio | 0.04 | 0.59 | 7% |
| Annual Report Gross Expense Ratio | 0.04 | 0.70 | 6% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | -7.614 | -12.013 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 15000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175B | 345M | 50,725% |
| Annual Yield % from dividends | 1.60 | 0.63 | 255% |
| Returns for 1 year | 3.83 | -1.58 | -242% |
| Returns for 3 years | 5.78 | -11.39 | -51% |
| Returns for 5 years | 67.49 | 10.95 | 616% |
| Returns for 10 years | 91.31 | N/A | - |
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