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MSMJX vs VMCPX
MSMJX vs VMCPX Comparison
Open Charts MSMJX vs VMCPX
Invesco Main Street Mid Cap R5
Price$31.57
Change+$0.39 (+1.25%)
VolumeN/A
Net Assets2.52B
Vanguard Mid Cap Index InstitutionalPlus
Price$394.64
Change+$4.35 (+1.11%)
VolumeN/A
Net Assets199.16B
MSMJX vs VMCPX Comparison Chart in %
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MSMJX 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 MSMJX is a Hold and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. MSMJX (2.52B). VMCPX pays higher dividends than MSMJX: VMCPX (1.48) vs MSMJX (0.48). 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 : 11.61 vs. MSMJX (1.34). VMCPX return over 5 years is better than : 70.96 vs. MSMJX (35.62).
| 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 | 7.074 | 10.890 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.52B | 199B | 1% |
| Annual Yield % from dividends | 0.48 | 1.48 | 32% |
| Returns for 1 year | 1.34 | 11.61 | 12% |
| Returns for 3 years | 39.65 | 55.87 | 71% |
| Returns for 5 years | 35.62 | 70.96 | 50% |
| Returns for 10 years | N/A | 161.17 | - |
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