VIMAX vs. VTSAX
Compare and contrast key facts about Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
VIMAX is managed by Vanguard. It was launched on Nov 12, 2001. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
VIMAX vs. VTSAX - Performance Comparison
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VIMAX vs. VTSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | -2.80% | 11.67% | 14.66% | 16.53% | -18.70% | 24.51% | 18.18% | 31.03% | -9.24% | 19.26% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | -6.75% | 17.12% | 23.23% | 26.51% | -19.52% | 25.72% | 20.98% | 30.79% | -5.18% | 21.16% |
Returns By Period
In the year-to-date period, VIMAX achieves a -2.80% return, which is significantly higher than VTSAX's -6.75% return. Over the past 10 years, VIMAX has underperformed VTSAX with an annualized return of 10.42%, while VTSAX has yielded a comparatively higher 13.27% annualized return.
VIMAX
- 1D
- -0.66%
- 1M
- -7.87%
- YTD
- -2.80%
- 6M
- -3.59%
- 1Y
- 10.30%
- 3Y*
- 11.78%
- 5Y*
- 6.50%
- 10Y*
- 10.42%
VTSAX
- 1D
- -0.46%
- 1M
- -7.71%
- YTD
- -6.75%
- 6M
- -4.47%
- 1Y
- 14.76%
- 3Y*
- 16.69%
- 5Y*
- 10.11%
- 10Y*
- 13.27%
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VIMAX vs. VTSAX - Expense Ratio Comparison
VIMAX has a 0.05% expense ratio, which is higher than VTSAX'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
VIMAX vs. VTSAX — Risk / Return Rank
VIMAX
VTSAX
VIMAX vs. VTSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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 | VTSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.84 | -0.21 |
Sortino ratioReturn per unit of downside risk | 0.99 | 1.29 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.20 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.73 | 1.05 | -0.32 |
Martin ratioReturn relative to average drawdown | 3.39 | 5.08 | -1.69 |
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 | VTSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.84 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.59 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.72 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.43 | +0.05 |
Correlation
The correlation between VIMAX and VTSAX 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
VIMAX vs. VTSAX - Dividend Comparison
VIMAX's dividend yield for the trailing twelve months is around 1.53%, more than VTSAX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.53% | 1.51% | 1.48% | 1.50% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.20% | 1.11% | 1.26% | 1.42% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% |
Drawdowns
VIMAX vs. VTSAX - Drawdown Comparison
The maximum VIMAX drawdown since its inception was -58.88%, which is greater than VTSAX's maximum drawdown of -55.33%. Use the drawdown chart below to compare losses from any high point for VIMAX and VTSAX.
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Drawdown Indicators
| VIMAX | VTSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.88% | -55.33% | -3.55% |
Max Drawdown (1Y)Largest decline over 1 year | -12.77% | -12.41% | -0.36% |
Max Drawdown (5Y)Largest decline over 5 years | -27.55% | -25.36% | -2.19% |
Max Drawdown (10Y)Largest decline over 10 years | -39.30% | -34.97% | -4.33% |
Current DrawdownCurrent decline from peak | -8.13% | -8.92% | +0.79% |
Average DrawdownAverage peak-to-trough decline | -8.17% | -9.06% | +0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 2.56% | +0.19% |
Volatility
VIMAX vs. VTSAX - Volatility Comparison
Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) have volatilities of 4.23% and 4.39%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIMAX | VTSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 4.39% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 9.43% | 9.33% | +0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.58% | 18.42% | -0.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.63% | 17.32% | +0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.90% | 18.37% | +0.53% |