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VMCIX vs WOOSX
VMCIX vs WOOSX Comparison
Open Charts VMCIX vs WOOSX
Vanguard Mid Cap Index Institutional
Price$71.81
Change+$0.62 (+0.87%)
VolumeN/A
Net Assets175.12B
JPMorgan SMID Cap Equity R6
Price$17.55
Change+$0.38 (+2.21%)
VolumeN/A
Net Assets352.1M
VMCIX vs WOOSX Comparison Chart
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VMCIX vs. WOOSX 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 VMCIX is a StrongBuy and WOOSX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. WOOSX (352M). VMCIX pays higher dividends than WOOSX: VMCIX (1.61) vs WOOSX (0.65). VMCIX was incepted earlier than WOOSX: VMCIX (27 years) vs WOOSX (10 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 (16.00). 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 : 7.11 vs. WOOSX (0.31). VMCIX return over 5 years is better than : 71.84 vs. WOOSX (11.23).
| 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 | 10 years | - |
| Gain YTD | -1.350 | -7.089 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 15000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175B | 352M | 49,716% |
| Annual Yield % from dividends | 1.61 | 0.65 | 247% |
| Returns for 1 year | 7.11 | 0.31 | 2,330% |
| Returns for 3 years | 26.22 | 2.31 | 1,135% |
| Returns for 5 years | 71.84 | 11.23 | 640% |
| Returns for 10 years | 105.02 | N/A | - |
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