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VMCPX vs WOOSX
VMCPX vs WOOSX Comparison
Open Charts VMCPX vs WOOSX
Vanguard Mid Cap Index InstitutionalPlus
Price$356.74
Change-$12.31 (-3.34%)
VolumeN/A
CapitalizationN/A
JPMorgan SMID Cap Equity R6
Price$18.68
Change-$0.68 (-3.51%)
VolumeN/A
CapitalizationN/A
VMCPX vs WOOSX Comparison Chart
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VMCPX vs. WOOSX commentary
Dec 19, 2024
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 WOOSX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 190B vs. WOOSX (440M). VMCPX pays higher dividends than WOOSX: VMCPX (1.51) vs WOOSX (0.71). VMCPX was incepted earlier than WOOSX: VMCPX (14 years) vs WOOSX (9 years). WOOSX is a more actively managed with annual turnover of: 32.00 vs. VMCPX (13.00). 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 : 18.84 vs. WOOSX (16.66). VMCPX return over 5 years is better than : 55.78 vs. WOOSX (3.73).
| VMCPX | WOOSX | VMCPX / WOOSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 17.838 | 14.896 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 15000000 | 667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190B | 440M | 43,182% |
| Annual Yield % from dividends | 1.51 | 0.71 | 214% |
| Returns for 1 year | 18.84 | 16.66 | 113% |
| Returns for 3 years | 11.38 | -1.68 | -677% |
| Returns for 5 years | 55.78 | 3.73 | 1,497% |
| Returns for 10 years | 125.64 | N/A | - |
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