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VMCPX vs WOOSX
VMCPX vs WOOSX Comparison
Open Charts VMCPX vs WOOSX
Vanguard Mid Cap Index InstitutionalPlus
Price$331.45
Change+$2.64 (+0.80%)
VolumeN/A
Net Assets175.23B
JPMorgan SMID Cap Equity R6
Price$16.38
Change+$0.12 (+0.74%)
VolumeN/A
Net Assets345.27M
VMCPX vs WOOSX Comparison Chart
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VMCPX vs. WOOSX commentary
Apr 18, 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 (345M). VMCPX pays higher dividends than WOOSX: VMCPX (1.61) vs WOOSX (0.63). VMCPX was incepted earlier than WOOSX: VMCPX (14 years) vs WOOSX (9 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 (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 : 4.71 vs. WOOSX (-0.90). VMCPX return over 5 years is better than : 69.40 vs. WOOSX (12.59).
| 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 | 9 years | - |
| Gain YTD | -6.568 | -10.714 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 15000000 | 667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175B | 345M | 50,725% |
| Annual Yield % from dividends | 1.61 | 0.63 | 257% |
| Returns for 1 year | 4.71 | -0.90 | -521% |
| Returns for 3 years | 6.51 | -10.71 | -61% |
| Returns for 5 years | 69.40 | 12.59 | 551% |
| Returns for 10 years | 94.76 | N/A | - |
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