MISIX vs. VMCPX
Compare and contrast key facts about Victory Trivalent International Small-Cap Fund Class I (MISIX) and Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX).
MISIX is managed by Victory. VMCPX is managed by Vanguard. It was launched on Dec 15, 2010.
Performance
MISIX vs. VMCPX - Performance Comparison
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MISIX vs. VMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MISIX Victory Trivalent International Small-Cap Fund Class I | -0.70% | 42.00% | 4.70% | 15.49% | -23.13% | 12.41% | 15.42% | 27.88% | -20.20% | 37.14% |
VMCPX Vanguard Mid-Cap Index Fund Institutional Plus Shares | -2.79% | 11.70% | 14.68% | 16.55% | -18.68% | 24.54% | 18.20% | 31.06% | -9.23% | 19.28% |
Returns By Period
In the year-to-date period, MISIX achieves a -0.70% return, which is significantly higher than VMCPX's -2.79% return. Over the past 10 years, MISIX has underperformed VMCPX with an annualized return of 9.25%, while VMCPX has yielded a comparatively higher 10.44% annualized return.
MISIX
- 1D
- -0.60%
- 1M
- -13.84%
- YTD
- -0.70%
- 6M
- 4.64%
- 1Y
- 33.88%
- 3Y*
- 16.76%
- 5Y*
- 7.07%
- 10Y*
- 9.25%
VMCPX
- 1D
- -0.66%
- 1M
- -7.87%
- YTD
- -2.79%
- 6M
- -3.58%
- 1Y
- 10.32%
- 3Y*
- 11.80%
- 5Y*
- 6.52%
- 10Y*
- 10.44%
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MISIX vs. VMCPX - Expense Ratio Comparison
MISIX has a 0.97% expense ratio, which is higher than VMCPX's 0.03% expense ratio.
Return for Risk
MISIX vs. VMCPX — Risk / Return Rank
MISIX
VMCPX
MISIX vs. VMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Trivalent International Small-Cap Fund Class I (MISIX) and Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MISIX | VMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.97 | 0.63 | +1.34 |
Sortino ratioReturn per unit of downside risk | 2.54 | 0.99 | +1.55 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.14 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 2.24 | 0.73 | +1.51 |
Martin ratioReturn relative to average drawdown | 9.80 | 3.40 | +6.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MISIX | VMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.97 | 0.63 | +1.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.37 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.55 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.59 | -0.27 |
Correlation
The correlation between MISIX and VMCPX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MISIX vs. VMCPX - Dividend Comparison
MISIX's dividend yield for the trailing twelve months is around 6.09%, more than VMCPX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MISIX Victory Trivalent International Small-Cap Fund Class I | 6.09% | 6.05% | 2.27% | 1.90% | 1.12% | 8.61% | 0.41% | 1.99% | 3.59% | 1.85% | 1.56% | 1.21% |
VMCPX Vanguard Mid-Cap Index Fund Institutional Plus Shares | 1.55% | 1.53% | 1.50% | 1.52% | 1.61% | 1.13% | 1.45% | 1.49% | 1.84% | 1.37% | 1.47% | 1.50% |
Drawdowns
MISIX vs. VMCPX - Drawdown Comparison
The maximum MISIX drawdown since its inception was -67.61%, which is greater than VMCPX's maximum drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for MISIX and VMCPX.
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Drawdown Indicators
| MISIX | VMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.61% | -39.30% | -28.31% |
Max Drawdown (1Y)Largest decline over 1 year | -13.84% | -12.77% | -1.07% |
Max Drawdown (5Y)Largest decline over 5 years | -37.69% | -27.54% | -10.15% |
Max Drawdown (10Y)Largest decline over 10 years | -41.82% | -39.30% | -2.52% |
Current DrawdownCurrent decline from peak | -13.84% | -8.13% | -5.71% |
Average DrawdownAverage peak-to-trough decline | -16.99% | -5.26% | -11.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 2.74% | +0.42% |
Volatility
MISIX vs. VMCPX - Volatility Comparison
Victory Trivalent International Small-Cap Fund Class I (MISIX) has a higher volatility of 6.80% compared to Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX) at 4.23%. This indicates that MISIX's price experiences larger fluctuations and is considered to be riskier than VMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MISIX | VMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.80% | 4.23% | +2.57% |
Volatility (6M)Calculated over the trailing 6-month period | 11.32% | 9.43% | +1.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.62% | 17.58% | -0.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.68% | 17.63% | +0.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.78% | 18.90% | -1.12% |