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BTSMX vs VMCPX
BTSMX vs VMCPX Comparison
Open Charts BTSMX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$385.48
Change-$0.94 (-0.24%)
VolumeN/A
Net Assets196.76B
BTSMX vs VMCPX Comparison Chart in %
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BTSMX vs. VMCPX commentary
Aug 17, 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 BTSMX is a Hold and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. BTSMX (766M). VMCPX pays higher dividends than BTSMX: VMCPX (1.51) vs BTSMX (0.84). BTSMX was incepted earlier than VMCPX: BTSMX (14 years) vs VMCPX (15 years). BTSMX (0.82) is less costly to investors than VMCPX (0.03). BTSMX is a more actively managed with annual turnover of: 31.51 vs. VMCPX (16.00). BTSMX has a lower initial minimum investment than VMCPX: BTSMX (1000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 14.33 vs. BTSMX (2.81). VMCPX return over 5 years is better than : 62.30 vs. BTSMX (53.14).
| BTSMX | VMCPX | BTSMX / VMCPX | |
| Total Expense Ratio | 0.75 | 0.03 | 2,500% |
| Annual Report Gross Expense Ratio | 0.82 | 0.03 | 2,733% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 0.201 | 8.316 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 766M | 197B | 0% |
| Annual Yield % from dividends | 0.84 | 1.51 | 56% |
| Returns for 1 year | 2.81 | 14.33 | 20% |
| Returns for 3 years | 13.32 | 26.46 | 50% |
| Returns for 5 years | 53.14 | 62.30 | 85% |
| Returns for 10 years | 97.62 | 125.31 | 78% |
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