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MSMJX vs VMCPX
MSMJX vs VMCPX Comparison
Open Charts MSMJX vs VMCPX
Invesco Main Street Mid Cap R5
Price$30.86
Change-$0.13 (-0.42%)
VolumeN/A
Net Assets2.52B
Vanguard Mid Cap Index InstitutionalPlus
Price$385.48
Change-$0.94 (-0.24%)
VolumeN/A
Net Assets196.76B
MSMJX vs VMCPX Comparison Chart in %
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MSMJX vs. VMCPX 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. MSMJX (2.52B). VMCPX pays higher dividends than MSMJX: VMCPX (1.51) vs MSMJX (0.49). MSMJX was incepted earlier than VMCPX: MSMJX (6 years) vs VMCPX (15 years). MSMJX (0.75) is less costly to investors than VMCPX (0.03). MSMJX is a more actively managed with annual turnover of: 40.00 vs. VMCPX (16.00). MSMJX has a lower initial minimum investment than VMCPX: MSMJX (1000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 14.33 vs. MSMJX (5.27). VMCPX return over 5 years is better than : 62.30 vs. MSMJX (29.89).
| MSMJX | VMCPX | MSMJX / VMCPX | |
| Total Expense Ratio | 0.75 | 0.03 | 2,500% |
| Annual Report Gross Expense Ratio | 0.75 | 0.03 | 2,500% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 5.975 | 8.316 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.52B | 197B | 1% |
| Annual Yield % from dividends | 0.49 | 1.51 | 32% |
| Returns for 1 year | 5.27 | 14.33 | 37% |
| Returns for 3 years | 17.76 | 26.46 | 67% |
| Returns for 5 years | 29.89 | 62.30 | 48% |
| Returns for 10 years | N/A | 125.31 | - |
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