Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VMCPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VMCPX
VMCPX charges 0.03% annually. There is 1 mutual fund in the Mid Cap Blend Equities category with a lower expense ratio, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | VMCPX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | VMCPX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | VMCPX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | VMCPX vs VEMPX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jul 1997 | VMCPX vs VIEIX |
Best Risk-Adjusted Alternatives to VMCPX
VMCPX has a PortfoliosLab risk / return rank of 35. There are 79 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | VMCPX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | VMCPX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | VMCPX vs GENIX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | VMCPX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | VMCPX vs FZAMX |
Top Performing VMCPX Alternatives (YTD)
VMCPX is at 12.35% YTD. There are 92 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.29% | — | Jan 2005 | VMCPX vs PFSLX | |
| 13D Activist Fund | 32.60% | — | Dec 2011 | VMCPX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 30.58% | — | Aug 2015 | VMCPX vs FZFLX | |
| Hodges Fund | 28.41% | — | Oct 1992 | VMCPX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.59% | — | Aug 2013 | VMCPX vs FZAMX |
Lowest Volatility Alternatives to VMCPX
VMCPX has 12.72% 1-year volatility. There are 9 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | VMCPX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | VMCPX vs TLVAX | |
| Boston Trust Midcap Fund | 11.82% | — | — | VMCPX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | VMCPX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | VMCPX vs RSINX |
Lowest Drawdown Alternatives to VMCPX
VMCPX has a 1-year max drawdown of -8.13%. There are 15 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | VMCPX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | VMCPX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | VMCPX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | VMCPX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | VMCPX vs DNLDX |
Other Mutual Funds from Vanguard
The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 8 categories. AUM among these funds goes as high as $2T.
Often Compared With VMCPX
Investors most often compare VMCPX with VPMAX, VSCPX, VIVIX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare VMCPX with Any Fund or Stock
Compare VMCPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VMCPX with funds that move differently
Vanguard Mid-Cap Index Fund Institutional Plus Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VMCPX.
Explore VMCPX Diversifiers