VIMSX vs. MISIX
Compare and contrast key facts about Vanguard Mid Cap Index Fund (VIMSX) and Victory Trivalent International Small-Cap Fund Class I (MISIX).
VIMSX is managed by Vanguard. It was launched on May 21, 1998. MISIX is managed by Victory.
Performance
VIMSX vs. MISIX - Performance Comparison
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VIMSX vs. MISIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIMSX Vanguard Mid Cap Index Fund | -2.82% | 11.08% | 14.52% | 16.40% | -18.80% | 24.36% | 18.04% | 30.85% | -9.35% | 19.12% |
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% |
Returns By Period
In the year-to-date period, VIMSX achieves a -2.82% return, which is significantly lower than MISIX's -0.70% return. Over the past 10 years, VIMSX has outperformed MISIX with an annualized return of 10.24%, while MISIX has yielded a comparatively lower 9.25% annualized return.
VIMSX
- 1D
- -0.66%
- 1M
- -7.88%
- YTD
- -2.82%
- 6M
- -3.64%
- 1Y
- 10.17%
- 3Y*
- 11.49%
- 5Y*
- 6.28%
- 10Y*
- 10.24%
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%
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VIMSX vs. MISIX - Expense Ratio Comparison
VIMSX has a 0.17% expense ratio, which is lower than MISIX's 0.97% expense ratio.
Return for Risk
VIMSX vs. MISIX — Risk / Return Rank
VIMSX
MISIX
VIMSX vs. MISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid Cap Index Fund (VIMSX) 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.
| VIMSX | MISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 1.97 | -1.35 |
Sortino ratioReturn per unit of downside risk | 0.98 | 2.54 | -1.56 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.39 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 2.24 | -1.52 |
Martin ratioReturn relative to average drawdown | 3.34 | 9.80 | -6.46 |
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
| VIMSX | MISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 1.97 | -1.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.40 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.52 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.31 | +0.14 |
Correlation
The correlation between VIMSX 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
VIMSX vs. MISIX - Dividend Comparison
VIMSX's dividend yield for the trailing twelve months is around 1.40%, less than MISIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMSX Vanguard Mid Cap Index Fund | 1.40% | 1.03% | 1.37% | 1.39% | 1.46% | 1.00% | 1.34% | 1.37% | 1.68% | 1.24% | 1.34% | 1.33% |
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% |
Drawdowns
VIMSX vs. MISIX - Drawdown Comparison
The maximum VIMSX drawdown since its inception was -58.96%, smaller than the maximum MISIX drawdown of -67.61%. Use the drawdown chart below to compare losses from any high point for VIMSX and MISIX.
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Drawdown Indicators
| VIMSX | MISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.96% | -67.61% | +8.65% |
Max Drawdown (1Y)Largest decline over 1 year | -12.78% | -13.84% | +1.06% |
Max Drawdown (5Y)Largest decline over 5 years | -27.63% | -37.69% | +10.06% |
Max Drawdown (10Y)Largest decline over 10 years | -39.29% | -41.82% | +2.53% |
Current DrawdownCurrent decline from peak | -8.14% | -13.84% | +5.70% |
Average DrawdownAverage peak-to-trough decline | -8.12% | -16.99% | +8.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 3.16% | -0.41% |
Volatility
VIMSX vs. MISIX - Volatility Comparison
The current volatility for Vanguard Mid Cap Index Fund (VIMSX) is 4.23%, while Victory Trivalent International Small-Cap Fund Class I (MISIX) has a volatility of 6.80%. This indicates that VIMSX 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
| VIMSX | MISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 6.80% | -2.57% |
Volatility (6M)Calculated over the trailing 6-month period | 9.43% | 11.32% | -1.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.58% | 16.62% | +0.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.64% | 17.68% | -0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.90% | 17.78% | +1.12% |