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FAMWX vs VIMSX
FAMWX vs VIMSX Comparison
Open Charts FAMWX vs VIMSX
FAM Value Institutional
Price$102.15
Change-$1.68 (-1.62%)
VolumeN/A
Net Assets1.76B
Vanguard Mid Cap Index Investor
Price$74.01
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
FAMWX vs VIMSX Comparison Chart
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FAMWX vs. VIMSX commentary
Jun 16, 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 FAMWX is a StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. FAMWX (1.76B). VIMSX pays higher dividends than FAMWX: VIMSX (1.40) vs FAMWX (0.00). FAMWX was incepted earlier than VIMSX: FAMWX (8 years) vs VIMSX (27 years). FAMWX (1.13) is less costly to investors than VIMSX (0.17). VIMSX is a more actively managed with annual turnover of: 16.00 vs. FAMWX (3.00). VIMSX has a lower initial minimum investment than FAMWX: VIMSX (3000) vs FAMWX (500000). VIMSX annual gain was more profitable for investors over the last year : 11.58 vs. FAMWX (5.73). VIMSX return over 5 years is better than : 69.57 vs. FAMWX (44.21).
| FAMWX | VIMSX | FAMWX / VIMSX | |
| Total Expense Ratio | 0.99 | 0.17 | 582% |
| Annual Report Gross Expense Ratio | 1.13 | 0.17 | 665% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 1.956 | 2.751 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 185B | 1% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | 5.73 | 11.58 | 50% |
| Returns for 3 years | 28.51 | 39.11 | 73% |
| Returns for 5 years | 44.21 | 69.57 | 64% |
| Returns for 10 years | N/A | 114.00 | - |