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AVEMX vs VMCPX
AVEMX vs VMCPX Comparison
Open Charts AVEMX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$385.48
Change-$0.94 (-0.24%)
VolumeN/A
Net Assets196.76B
AVEMX vs VMCPX Comparison Chart in %
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VS
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AVEMX vs. VMCPX commentary
Aug 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 AVEMX is a Hold and VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. AVEMX (488M). VMCPX pays higher dividends than AVEMX: VMCPX (1.51) vs AVEMX (0.29). AVEMX was incepted earlier than VMCPX: AVEMX (24 years) vs VMCPX (15 years). AVEMX (0.93) is less costly to investors than VMCPX (0.03). AVEMX (16.00) and VMCPX (16.00) have comparable annual turnover. AVEMX has a lower initial minimum investment than VMCPX: AVEMX (2500) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 14.33 vs. AVEMX (2.57). VMCPX return over 5 years is better than : 62.30 vs. AVEMX (52.38).
| AVEMX | VMCPX | AVEMX / VMCPX | |
| Total Expense Ratio | 0.93 | 0.03 | 3,100% |
| Annual Report Gross Expense Ratio | 0.93 | 0.03 | 3,100% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 1.690 | 8.316 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 488M | 197B | 0% |
| Annual Yield % from dividends | 0.29 | 1.51 | 19% |
| Returns for 1 year | 2.57 | 14.33 | 18% |
| Returns for 3 years | 20.18 | 26.46 | 76% |
| Returns for 5 years | 52.38 | 62.30 | 84% |
| Returns for 10 years | 44.86 | 125.31 | 36% |