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MSMJX vs VIMSX
MSMJX vs VIMSX Comparison
Open Charts MSMJX vs VIMSX
Invesco Main Street Mid Cap R5
Price$29.82
Change-$1.64 (-5.21%)
VolumeN/A
Net Assets2.51B
Vanguard Mid Cap Index Investor
Price$81.03
Change+$1.02 (+1.27%)
VolumeN/A
Net Assets198.74B
MSMJX vs VIMSX Comparison Chart in %
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MSMJX vs. VIMSX commentary
Feb 04, 2026
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: 199B vs. MSMJX (2.51B). VIMSX pays higher dividends than MSMJX: VIMSX (1.37) vs MSMJX (0.46). MSMJX was incepted earlier than VIMSX: MSMJX (7 years) vs VIMSX (28 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 : 8.23 vs. MSMJX (-0.53). VIMSX return over 5 years is better than : 38.77 vs. MSMJX (5.91).
| MSMJX | VIMSX | MSMJX / VIMSX | |
| Total Expense Ratio | 0.75 | 0.17 | 441% |
| Annual Report Gross Expense Ratio | 0.75 | 0.17 | 441% |
| Fund Existence | 7 years | 28 years | - |
| Gain YTD | 2.404 | 2.272 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.51B | 199B | 1% |
| Annual Yield % from dividends | 0.46 | 1.37 | 34% |
| Returns for 1 year | -0.53 | 8.23 | -6% |
| Returns for 3 years | 18.52 | 33.97 | 55% |
| Returns for 5 years | 5.91 | 38.77 | 15% |
| Returns for 10 years | N/A | 180.15 | - |
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