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VMCPX vs VSNGX
VMCPX vs VSNGX Comparison
Open Charts VMCPX vs VSNGX
Vanguard Mid Cap Index InstitutionalPlus
Price$336.21
Change-$17.46 (-4.94%)
VolumeN/A
Net Assets181.84B
JPMorgan Mid Cap Equity I
Price$58.51
Change-$3.15 (-5.11%)
VolumeN/A
Net Assets5.2B
VMCPX vs VSNGX Comparison Chart
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VMCPX vs. VSNGX commentary
Apr 05, 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 VMCPX is a Buy and VSNGX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 182B vs. VSNGX (5.2B). VMCPX pays higher dividends than VSNGX: VMCPX (1.61) vs VSNGX (0.44). VMCPX was incepted earlier than VSNGX: VMCPX (14 years) vs VSNGX (28 years). VSNGX (0.95) is less costly to investors than VMCPX (0.03). VSNGX is a more actively managed with annual turnover of: 38.00 vs. VMCPX (13.00). VSNGX has a lower initial minimum investment than VMCPX: VSNGX (1000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 6.65 vs. VSNGX (-1.24). VMCPX return over 5 years is better than : 113.27 vs. VSNGX (73.06).
| VMCPX | VSNGX | VMCPX / VSNGX | |
| Total Expense Ratio | 0.03 | 0.84 | 4% |
| Annual Report Gross Expense Ratio | 0.03 | 0.95 | 3% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | -0.622 | -2.867 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 1000000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 182B | 5.2B | 3,499% |
| Annual Yield % from dividends | 1.61 | 0.44 | 367% |
| Returns for 1 year | 6.65 | -1.24 | -535% |
| Returns for 3 years | 9.79 | 6.25 | 157% |
| Returns for 5 years | 113.27 | 73.06 | 155% |
| Returns for 10 years | 106.31 | 34.67 | 307% |
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