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 | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.70B | Dec 2017 | VMCPX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 89.90B | Jan 2011 | VMCPX vs VEMPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 213.90B | May 1998 | VMCPX vs VMCIX | |
| State Street Small/Mid Cap Equity Index Fund | 0.05% | — | Aug 2015 | VMCPX vs SSMKX |
Best Risk-Adjusted Alternatives to VMCPX
VMCPX has a PortfoliosLab risk / return rank of 32. 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 | |
| Gotham Enhanced Return Fund | 84 | — | May 2013 | VMCPX vs GENIX | |
| The Texas Fund | 80 | — | Sep 2013 | VMCPX vs BIGTX | |
| Vanguard Strategic Equity Fund | 73 | 11.20B | Aug 1995 | VMCPX vs VSEQX | |
| Destinations Small-Mid Cap Equity Fund | 73 | — | Mar 2017 | VMCPX vs DSMFX |
Top Performing VMCPX Alternatives (YTD)
VMCPX is at 9.56% YTD. There are 91 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 35.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 35.49% | — | Jan 2005 | VMCPX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 31.03% | — | Aug 2015 | VMCPX vs FZFLX | |
| 13D Activist Fund | 28.28% | — | Dec 2011 | VMCPX vs DDDIX | |
| Hodges Fund | 27.04% | — | Oct 1992 | VMCPX vs HDPMX | |
| The Texas Fund | 24.51% | — | Sep 2013 | VMCPX vs BIGTX |
Lowest Volatility Alternatives to VMCPX
VMCPX has 12.30% 1-year volatility. There are 9 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.31%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Aquila Opportunity Growth Fund | 9.31% | — | Jul 1994 | VMCPX vs ATGAX | |
| Gabelli Focused Growth and Income Fund | 9.66% | — | Dec 2002 | VMCPX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.48% | — | Jul 1999 | VMCPX vs TLVAX | |
| Quantified Common Ground Fund | 11.67% | — | Dec 2019 | VMCPX vs QCGDX | |
| Boston Trust Midcap Fund | 11.82% | — | — | VMCPX vs BTMFX |
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 -5.55%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Common Ground Fund | -5.55% | — | Dec 2019 | VMCPX vs QCGDX | |
| 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 |
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