VIMSX vs. VMVAX
Compare and contrast key facts about Vanguard Mid Cap Index Fund (VIMSX) and Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX).
VIMSX is managed by Vanguard. It was launched on May 21, 1998. VMVAX is managed by Vanguard. It was launched on Sep 27, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIMSX or VMVAX.
Performance
VIMSX vs. VMVAX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with VIMSX having a 19.68% return and VMVAX slightly lower at 19.65%. Over the past 10 years, VIMSX has outperformed VMVAX with an annualized return of 9.91%, while VMVAX has yielded a comparatively lower 9.13% annualized return.
VIMSX
19.68%
2.66%
11.85%
30.35%
11.36%
9.91%
VMVAX
19.65%
0.98%
11.72%
29.78%
10.61%
9.13%
Key characteristics
| VIMSX | VMVAX | |
|---|---|---|
| Sharpe Ratio | 2.44 | 2.52 |
| Sortino Ratio | 3.36 | 3.50 |
| Omega Ratio | 1.42 | 1.44 |
| Calmar Ratio | 1.95 | 3.27 |
| Martin Ratio | 14.60 | 15.19 |
| Ulcer Index | 2.06% | 1.94% |
| Daily Std Dev | 12.31% | 11.71% |
| Max Drawdown | -58.96% | -43.07% |
| Current Drawdown | -1.12% | -1.18% |
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VIMSX vs. VMVAX - Expense Ratio Comparison
VIMSX has a 0.17% expense ratio, which is higher than VMVAX's 0.07% 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%.
Correlation
The correlation between VIMSX and VMVAX 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.
Risk-Adjusted Performance
VIMSX vs. VMVAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid Cap Index Fund (VIMSX) and Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX). 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.
Dividends
VIMSX vs. VMVAX - Dividend Comparison
VIMSX's dividend yield for the trailing twelve months is around 1.35%, less than VMVAX's 2.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMSX Vanguard Mid Cap Index Fund | 1.35% | 1.40% | 1.46% | 1.00% | 1.34% | 1.37% | 1.68% | 1.24% | 1.34% | 1.33% | 1.14% | 1.03% |
VMVAX Vanguard Mid-Cap Value Index Fund Admiral Shares | 2.07% | 2.27% | 2.27% | 1.78% | 2.36% | 2.05% | 2.75% | 1.86% | 1.91% | 2.04% | 1.67% | 1.54% |
Drawdowns
VIMSX vs. VMVAX - Drawdown Comparison
The maximum VIMSX drawdown since its inception was -58.96%, which is greater than VMVAX's maximum drawdown of -43.07%. Use the drawdown chart below to compare losses from any high point for VIMSX and VMVAX. For additional features, visit the drawdowns tool.
Volatility
VIMSX vs. VMVAX - Volatility Comparison
Vanguard Mid Cap Index Fund (VIMSX) has a higher volatility of 3.80% compared to Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX) at 3.37%. This indicates that VIMSX's price experiences larger fluctuations and is considered to be riskier than VMVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.