Interact to see
Advertisement
Advertisement
VMCPX vs WASMX
VMCPX vs WASMX Comparison
Open Charts VMCPX vs WASMX
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
Boston Trust Walden SMID Cap
Price$23.71
Change-$0.45 (-1.86%)
VolumeN/A
Net Assets319.71M
VMCPX vs WASMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VMCPX vs. WASMX 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 VMCPX is a Buy and WASMX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. WASMX (320M). VMCPX pays higher dividends than WASMX: VMCPX (1.54) vs WASMX (0.43). VMCPX was incepted earlier than WASMX: VMCPX (15 years) vs WASMX (13 years). WASMX (1.02) is less costly to investors than VMCPX (0.03). WASMX is a more actively managed with annual turnover of: 23.07 vs. VMCPX (16.00). WASMX has a lower initial minimum investment than VMCPX: WASMX (100000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 11.60 vs. WASMX (3.50). VMCPX return over 5 years is better than : 69.72 vs. WASMX (53.77).
| VMCPX | WASMX | VMCPX / WASMX | |
| Total Expense Ratio | 0.03 | 1.00 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.02 | 3% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 2.781 | -3.891 | -71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 100000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185B | 320M | 57,813% |
| Annual Yield % from dividends | 1.54 | 0.43 | 355% |
| Returns for 1 year | 11.60 | 3.50 | 332% |
| Returns for 3 years | 39.16 | 25.75 | 152% |
| Returns for 5 years | 69.72 | 53.77 | 130% |
| Returns for 10 years | 114.26 | 67.95 | 168% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers