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FAMWX vs VMCPX
FAMWX vs VMCPX Comparison
Open Charts FAMWX vs VMCPX
FAM Value Institutional
Price$102.15
Change-$1.68 (-1.62%)
VolumeN/A
Net Assets1.76B
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
FAMWX vs VMCPX Comparison Chart
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FAMWX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. FAMWX (1.76B). VMCPX pays higher dividends than FAMWX: VMCPX (1.54) vs FAMWX (0.00). FAMWX was incepted earlier than VMCPX: FAMWX (8 years) vs VMCPX (15 years). FAMWX (1.13) is less costly to investors than VMCPX (0.03). VMCPX is a more actively managed with annual turnover of: 16.00 vs. FAMWX (3.00). FAMWX has a lower initial minimum investment than VMCPX: FAMWX (500000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 11.60 vs. FAMWX (5.73). VMCPX return over 5 years is better than : 69.72 vs. FAMWX (44.21).
| FAMWX | VMCPX | FAMWX / VMCPX | |
| Total Expense Ratio | 0.99 | 0.03 | 3,300% |
| Annual Report Gross Expense Ratio | 1.13 | 0.03 | 3,767% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 1.956 | 2.781 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 185B | 1% |
| Annual Yield % from dividends | 0.00 | 1.54 | - |
| Returns for 1 year | 5.73 | 11.60 | 49% |
| Returns for 3 years | 28.51 | 39.16 | 73% |
| Returns for 5 years | 44.21 | 69.72 | 63% |
| Returns for 10 years | N/A | 114.26 | - |
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