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UMBMX vs VMCPX
UMBMX vs VMCPX Comparison
Open Charts UMBMX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
UMBMX vs VMCPX Comparison Chart
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UMBMX vs. VMCPX commentary
Jun 16, 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 UMBMX is a Buy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. UMBMX (3B). VMCPX pays higher dividends than UMBMX: VMCPX (1.54) vs UMBMX (0.45). UMBMX was incepted earlier than VMCPX: UMBMX (19 years) vs VMCPX (15 years). UMBMX (0.99) is less costly to investors than VMCPX (0.03). UMBMX is a more actively managed with annual turnover of: 72.00 vs. VMCPX (16.00). UMBMX has a lower initial minimum investment than VMCPX: UMBMX (10000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 11.60 vs. UMBMX (-0.17). VMCPX return over 5 years is better than : 69.72 vs. UMBMX (35.54).
| UMBMX | VMCPX | UMBMX / VMCPX | |
| Total Expense Ratio | 0.95 | 0.03 | 3,167% |
| Annual Report Gross Expense Ratio | 0.99 | 0.03 | 3,300% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 3.149 | 2.781 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3B | 185B | 2% |
| Annual Yield % from dividends | 0.45 | 1.54 | 29% |
| Returns for 1 year | -0.17 | 11.60 | -1% |
| Returns for 3 years | 17.83 | 39.16 | 46% |
| Returns for 5 years | 35.54 | 69.72 | 51% |
| Returns for 10 years | 51.13 | 114.26 | 45% |
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