VIMAX vs. MISIX
Compare and contrast key facts about Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) and Victory Trivalent International Small-Cap Fund Class I (MISIX).
VIMAX is managed by Vanguard. It was launched on Nov 12, 2001. MISIX is managed by Victory.
Performance
VIMAX vs. MISIX - Performance Comparison
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VIMAX vs. MISIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | -0.63% | 11.67% | 14.66% | 16.53% | -18.70% | 24.51% | 18.18% | 31.03% | -9.24% | 19.26% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 2.72% | 42.00% | 4.70% | 15.49% | -23.13% | 12.41% | 15.42% | 27.88% | -20.20% | 37.14% |
Returns By Period
In the year-to-date period, VIMAX achieves a -0.63% return, which is significantly lower than MISIX's 2.72% return. Over the past 10 years, VIMAX has outperformed MISIX with an annualized return of 10.66%, while MISIX has yielded a comparatively lower 9.62% annualized return.
VIMAX
- 1D
- 2.22%
- 1M
- -5.79%
- YTD
- -0.63%
- 6M
- -1.36%
- 1Y
- 12.39%
- 3Y*
- 12.60%
- 5Y*
- 6.65%
- 10Y*
- 10.66%
MISIX
- 1D
- 3.45%
- 1M
- -9.81%
- YTD
- 2.72%
- 6M
- 8.14%
- 1Y
- 38.23%
- 3Y*
- 18.09%
- 5Y*
- 7.46%
- 10Y*
- 9.62%
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VIMAX vs. MISIX - Expense Ratio Comparison
VIMAX has a 0.05% expense ratio, which is lower than MISIX's 0.97% expense ratio.
Return for Risk
VIMAX vs. MISIX — Risk / Return Rank
VIMAX
MISIX
VIMAX vs. MISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) and Victory Trivalent International Small-Cap Fund Class I (MISIX). 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.
| VIMAX | MISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 2.29 | -1.57 |
Sortino ratioReturn per unit of downside risk | 1.12 | 2.93 | -1.81 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.45 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 2.68 | -1.62 |
Martin ratioReturn relative to average drawdown | 4.86 | 11.58 | -6.72 |
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
| VIMAX | MISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 2.29 | -1.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.42 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.54 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.32 | +0.16 |
Correlation
The correlation between VIMAX and MISIX 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
VIMAX vs. MISIX - Dividend Comparison
VIMAX's dividend yield for the trailing twelve months is around 1.50%, less than MISIX's 5.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.50% | 1.51% | 1.48% | 1.50% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 5.89% | 6.05% | 2.27% | 1.90% | 1.12% | 8.61% | 0.41% | 1.99% | 3.59% | 1.85% | 1.56% | 1.21% |
Drawdowns
VIMAX vs. MISIX - Drawdown Comparison
The maximum VIMAX drawdown since its inception was -58.88%, smaller than the maximum MISIX drawdown of -67.61%. Use the drawdown chart below to compare losses from any high point for VIMAX and MISIX.
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Drawdown Indicators
| VIMAX | MISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.88% | -67.61% | +8.73% |
Max Drawdown (1Y)Largest decline over 1 year | -12.77% | -13.84% | +1.07% |
Max Drawdown (5Y)Largest decline over 5 years | -27.55% | -37.69% | +10.14% |
Max Drawdown (10Y)Largest decline over 10 years | -39.30% | -41.82% | +2.52% |
Current DrawdownCurrent decline from peak | -6.09% | -10.87% | +4.78% |
Average DrawdownAverage peak-to-trough decline | -8.17% | -16.99% | +8.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 3.20% | -0.43% |
Volatility
VIMAX vs. MISIX - Volatility Comparison
The current volatility for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) is 4.95%, while Victory Trivalent International Small-Cap Fund Class I (MISIX) has a volatility of 7.91%. This indicates that VIMAX experiences smaller price fluctuations and is considered to be less risky than MISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIMAX | MISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.95% | 7.91% | -2.96% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 11.79% | -2.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.68% | 16.91% | +0.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.65% | 17.75% | -0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.91% | 17.82% | +1.09% |