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VMCPX vs WOOSX
VMCPX vs WOOSX Comparison
Open Charts VMCPX vs WOOSX
Vanguard Mid Cap Index InstitutionalPlus
Price$354.15
Change+$3.07 (+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
VMCPX vs WOOSX Comparison Chart
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VMCPX 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 VMCPX is a StrongBuy and WOOSX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. WOOSX (352M). VMCPX pays higher dividends than WOOSX: VMCPX (1.62) vs WOOSX (0.65). VMCPX was incepted earlier than WOOSX: VMCPX (14 years) vs WOOSX (10 years). WOOSX (0.70) is less costly to investors than VMCPX (0.03). WOOSX is a more actively managed with annual turnover of: 39.00 vs. VMCPX (16.00). WOOSX has a lower initial minimum investment than VMCPX: WOOSX (15000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 7.11 vs. WOOSX (0.31). VMCPX return over 5 years is better than : 71.84 vs. WOOSX (11.23).
| VMCPX | WOOSX | VMCPX / WOOSX | |
| Total Expense Ratio | 0.03 | 0.59 | 5% |
| Annual Report Gross Expense Ratio | 0.03 | 0.70 | 4% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | -1.350 | -7.089 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 15000000 | 667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175B | 352M | 49,716% |
| Annual Yield % from dividends | 1.62 | 0.65 | 249% |
| Returns for 1 year | 7.11 | 0.31 | 2,328% |
| Returns for 3 years | 26.21 | 2.31 | 1,134% |
| Returns for 5 years | 71.84 | 11.23 | 640% |
| Returns for 10 years | 105.06 | N/A | - |
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