Interact to see
Advertisement
Advertisement
MSMJX vs VIMSX
MSMJX vs VIMSX Comparison
Open Charts MSMJX vs VIMSX
Invesco Main Street Mid Cap R5
Price$30.86
Change-$0.13 (-0.42%)
VolumeN/A
Net Assets2.52B
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
MSMJX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MSMJX vs. VIMSX 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 MSMJX is a Buy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. MSMJX (2.52B). VIMSX pays higher dividends than MSMJX: VIMSX (1.37) vs MSMJX (0.49). MSMJX was incepted earlier than VIMSX: MSMJX (6 years) vs VIMSX (27 years). MSMJX (0.75) is less costly to investors than VIMSX (0.17). MSMJX is a more actively managed with annual turnover of: 40.00 vs. VIMSX (16.00). VIMSX has a lower initial minimum investment than MSMJX: VIMSX (3000) vs MSMJX (1000000). VIMSX annual gain was more profitable for investors over the last year : 14.31 vs. MSMJX (5.27). VIMSX return over 5 years is better than : 62.16 vs. MSMJX (29.89).
| MSMJX | VIMSX | MSMJX / VIMSX | |
| Total Expense Ratio | 0.75 | 0.17 | 441% |
| Annual Report Gross Expense Ratio | 0.75 | 0.17 | 441% |
| Fund Existence | 6 years | 27 years | - |
| Gain YTD | 5.975 | 8.291 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.52B | 197B | 1% |
| Annual Yield % from dividends | 0.49 | 1.37 | 36% |
| Returns for 1 year | 5.27 | 14.31 | 37% |
| Returns for 3 years | 17.76 | 26.39 | 67% |
| Returns for 5 years | 29.89 | 62.16 | 48% |
| Returns for 10 years | N/A | 125.09 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ESAGX | 12.38 | 0.01 | +0.08% |
| Ashmore Emerging Markets Equity ESG A | |||
| FIGCX | 21.40 | N/A | N/A |
| Fidelity Advisor International Growth C | |||
| FESRX | 10.89 | N/A | N/A |
| First Eagle Small Cap Opportunity R6 | |||
| HSMRX | 12.90 | -0.11 | -0.85% |
| Hartford Small Cap Value R3 | |||
| SCVAX | 35.22 | -0.35 | -0.98% |
| Allspring Small Company Value A | |||