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FAMWX vs VMCPX
FAMWX vs VMCPX Comparison
Open Charts FAMWX vs VMCPX
FAM Value Institutional
Price$106.29
Change+$0.92 (+0.87%)
VolumeN/A
Net Assets1.8B
Vanguard Mid Cap Index InstitutionalPlus
Price$394.64
Change+$4.35 (+1.11%)
VolumeN/A
Net Assets199.16B
FAMWX vs VMCPX Comparison Chart in %
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FAMWX vs. VMCPX commentary
Sep 28, 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 Buy and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. FAMWX (1.81B). VMCPX pays higher dividends than FAMWX: VMCPX (1.48) vs FAMWX (0.00). FAMWX was incepted earlier than VMCPX: FAMWX (9 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 : 11.61 vs. FAMWX (-0.07). VMCPX return over 5 years is better than : 70.96 vs. FAMWX (41.78).
| 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 | 9 years | 15 years | - |
| Gain YTD | 6.088 | 10.890 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 199B | 1% |
| Annual Yield % from dividends | 0.00 | 1.48 | - |
| Returns for 1 year | -0.07 | 11.61 | -1% |
| Returns for 3 years | 35.65 | 55.87 | 64% |
| Returns for 5 years | 41.78 | 70.96 | 59% |
| Returns for 10 years | N/A | 161.17 | - |
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