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VMCPX vs VYMSX
VMCPX vs VYMSX Comparison
Open Charts VMCPX vs VYMSX
Vanguard Mid Cap Index InstitutionalPlus
Price$336.50
Change+$3.76 (+1.13%)
VolumeN/A
Net Assets175.23B
Voya Mid Cap Research Enhanced Index I
Price$17.32
Change+$0.25 (+1.46%)
VolumeN/A
Net Assets143.07M
VMCPX vs VYMSX Comparison Chart
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VMCPX vs. VYMSX commentary
Apr 24, 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 StrongBuy and VYMSX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. VYMSX (143M). VMCPX pays higher dividends than VYMSX: VMCPX (1.61) vs VYMSX (0.93). VMCPX was incepted earlier than VYMSX: VMCPX (14 years) vs VYMSX (27 years). VYMSX (0.74) is less costly to investors than VMCPX (0.03). VYMSX is a more actively managed with annual turnover of: 107.00 vs. VMCPX (13.00). VYMSX has a lower initial minimum investment than VMCPX: VYMSX (250000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 3.36 vs. VYMSX (-12.50). VMCPX return over 5 years is better than : 71.15 vs. VYMSX (43.13).
| VMCPX | VYMSX | VMCPX / VYMSX | |
| Total Expense Ratio | 0.03 | 0.71 | 4% |
| Annual Report Gross Expense Ratio | 0.03 | 0.74 | 4% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | -6.503 | -11.783 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 250000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175B | 143M | 122,378% |
| Annual Yield % from dividends | 1.61 | 0.93 | 174% |
| Returns for 1 year | 3.36 | -12.50 | -27% |
| Returns for 3 years | 9.48 | -4.02 | -236% |
| Returns for 5 years | 71.15 | 43.13 | 165% |
| Returns for 10 years | 92.88 | 5.55 | 1,673% |