NMCIX vs. VMGMX
Compare and contrast key facts about Voya MidCap Opportunities Fund (NMCIX) and Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX).
NMCIX is managed by Voya. It was launched on Aug 20, 1998. VMGMX is managed by Vanguard. It was launched on Sep 27, 2011.
Performance
NMCIX vs. VMGMX - Performance Comparison
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NMCIX vs. VMGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NMCIX Voya MidCap Opportunities Fund | -7.67% | 3.45% | 15.64% | 23.34% | -25.31% | 11.38% | 40.69% | 37.57% | -7.98% | 24.98% |
VMGMX Vanguard Mid-Cap Growth Index Fund Admiral Shares | -7.61% | 10.69% | 15.65% | 23.93% | -28.84% | 20.48% | 34.45% | 33.85% | -5.61% | 21.83% |
Returns By Period
The year-to-date returns for both investments are quite close, with NMCIX having a -7.67% return and VMGMX slightly higher at -7.61%. Both investments have delivered pretty close results over the past 10 years, with NMCIX having a 10.29% annualized return and VMGMX not far ahead at 10.62%.
NMCIX
- 1D
- 4.00%
- 1M
- -8.34%
- YTD
- -7.67%
- 6M
- -11.92%
- 1Y
- 3.93%
- 3Y*
- 8.51%
- 5Y*
- 2.07%
- 10Y*
- 10.29%
VMGMX
- 1D
- 3.15%
- 1M
- -7.31%
- YTD
- -7.61%
- 6M
- -12.10%
- 1Y
- 5.25%
- 3Y*
- 10.47%
- 5Y*
- 4.04%
- 10Y*
- 10.62%
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NMCIX vs. VMGMX - Expense Ratio Comparison
NMCIX has a 0.93% expense ratio, which is higher than VMGMX's 0.07% expense ratio.
Return for Risk
NMCIX vs. VMGMX — Risk / Return Rank
NMCIX
VMGMX
NMCIX vs. VMGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya MidCap Opportunities Fund (NMCIX) and Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX). 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.
| NMCIX | VMGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.21 | 0.28 | -0.07 |
Sortino ratioReturn per unit of downside risk | 0.50 | 0.55 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.07 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | -0.50 | 0.39 | -0.89 |
Martin ratioReturn relative to average drawdown | -1.52 | 1.21 | -2.72 |
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
| NMCIX | VMGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.21 | 0.28 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.19 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.51 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.59 | -0.19 |
Correlation
The correlation between NMCIX and VMGMX is 0.95, 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
NMCIX vs. VMGMX - Dividend Comparison
NMCIX's dividend yield for the trailing twelve months is around 15.11%, more than VMGMX's 0.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NMCIX Voya MidCap Opportunities Fund | 15.11% | 13.96% | 10.01% | 0.72% | 0.00% | 21.64% | 17.74% | 12.19% | 19.82% | 13.64% | 6.06% | 8.73% |
VMGMX Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.71% | 0.64% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.82% |
Drawdowns
NMCIX vs. VMGMX - Drawdown Comparison
The maximum NMCIX drawdown since its inception was -68.41%, which is greater than VMGMX's maximum drawdown of -37.17%. Use the drawdown chart below to compare losses from any high point for NMCIX and VMGMX.
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Drawdown Indicators
| NMCIX | VMGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.41% | -37.17% | -31.24% |
Max Drawdown (1Y)Largest decline over 1 year | -17.38% | -15.95% | -1.43% |
Max Drawdown (5Y)Largest decline over 5 years | -39.00% | -37.17% | -1.83% |
Max Drawdown (10Y)Largest decline over 10 years | -39.00% | -37.17% | -1.83% |
Current DrawdownCurrent decline from peak | -14.08% | -13.31% | -0.77% |
Average DrawdownAverage peak-to-trough decline | -20.98% | -7.05% | -13.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.16% | 5.11% | +3.05% |
Volatility
NMCIX vs. VMGMX - Volatility Comparison
Voya MidCap Opportunities Fund (NMCIX) has a higher volatility of 8.08% compared to Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) at 6.47%. This indicates that NMCIX's price experiences larger fluctuations and is considered to be riskier than VMGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NMCIX | VMGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.08% | 6.47% | +1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 14.46% | 12.40% | +2.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.12% | 21.07% | +5.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.97% | 21.39% | +1.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.98% | 20.93% | +1.05% |