NOMIX vs. VMCIX
Compare and contrast key facts about Northern Mid Cap Index Fund (NOMIX) and Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX).
NOMIX is managed by Northern Funds. It was launched on Mar 22, 2005. VMCIX is managed by Vanguard. It was launched on May 21, 1998.
Performance
NOMIX vs. VMCIX - Performance Comparison
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NOMIX vs. VMCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NOMIX Northern Mid Cap Index Fund | -0.38% | 7.45% | 13.41% | 16.43% | -13.42% | 24.47% | 13.59% | 25.94% | -11.31% | 16.06% |
VMCIX Vanguard Mid-Cap Index Fund Institutional Shares | -2.79% | 11.67% | 14.68% | 16.54% | -18.70% | 24.53% | 18.20% | 31.04% | -9.25% | 19.30% |
Returns By Period
In the year-to-date period, NOMIX achieves a -0.38% return, which is significantly higher than VMCIX's -2.79% return. Both investments have delivered pretty close results over the past 10 years, with NOMIX having a 10.00% annualized return and VMCIX not far ahead at 10.43%.
NOMIX
- 1D
- -0.81%
- 1M
- -8.03%
- YTD
- -0.38%
- 6M
- 1.27%
- 1Y
- 13.98%
- 3Y*
- 10.85%
- 5Y*
- 6.06%
- 10Y*
- 10.00%
VMCIX
- 1D
- -0.66%
- 1M
- -7.87%
- YTD
- -2.79%
- 6M
- -3.58%
- 1Y
- 10.31%
- 3Y*
- 11.79%
- 5Y*
- 6.51%
- 10Y*
- 10.43%
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NOMIX vs. VMCIX - Expense Ratio Comparison
NOMIX has a 0.10% expense ratio, which is higher than VMCIX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
NOMIX vs. VMCIX — Risk / Return Rank
NOMIX
VMCIX
NOMIX vs. VMCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Northern Mid Cap Index Fund (NOMIX) and Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX). 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.
| NOMIX | VMCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.63 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.07 | 0.99 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.14 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | 0.73 | -0.04 |
Martin ratioReturn relative to average drawdown | 2.97 | 3.40 | -0.43 |
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
| NOMIX | VMCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.63 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.37 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.55 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.47 | -0.05 |
Correlation
The correlation between NOMIX and VMCIX is 0.96, 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
NOMIX vs. VMCIX - Dividend Comparison
NOMIX's dividend yield for the trailing twelve months is around 6.96%, more than VMCIX's 1.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NOMIX Northern Mid Cap Index Fund | 6.96% | 6.93% | 9.67% | 8.01% | 10.43% | 10.30% | 4.80% | 2.21% | 9.23% | 7.46% | 6.46% | 8.25% |
VMCIX Vanguard Mid-Cap Index Fund Institutional Shares | 1.54% | 1.52% | 1.49% | 1.51% | 1.60% | 1.12% | 1.45% | 1.48% | 1.83% | 1.36% | 1.46% | 1.48% |
Drawdowns
NOMIX vs. VMCIX - Drawdown Comparison
The maximum NOMIX drawdown since its inception was -55.44%, smaller than the maximum VMCIX drawdown of -58.86%. Use the drawdown chart below to compare losses from any high point for NOMIX and VMCIX.
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Drawdown Indicators
| NOMIX | VMCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.44% | -58.86% | +3.42% |
Max Drawdown (1Y)Largest decline over 1 year | -14.11% | -12.77% | -1.34% |
Max Drawdown (5Y)Largest decline over 5 years | -27.65% | -27.54% | -0.11% |
Max Drawdown (10Y)Largest decline over 10 years | -42.03% | -39.30% | -2.73% |
Current DrawdownCurrent decline from peak | -8.84% | -8.13% | -0.71% |
Average DrawdownAverage peak-to-trough decline | -7.97% | -8.02% | +0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 2.75% | +0.72% |
Volatility
NOMIX vs. VMCIX - Volatility Comparison
Northern Mid Cap Index Fund (NOMIX) has a higher volatility of 5.77% compared to Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX) at 4.23%. This indicates that NOMIX's price experiences larger fluctuations and is considered to be riskier than VMCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NOMIX | VMCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.77% | 4.23% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 13.07% | 9.43% | +3.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.97% | 17.58% | +5.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.26% | 17.63% | +3.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.76% | 18.90% | +2.86% |