VIMSX vs. VTSAX
VIMSX (Vanguard Mid Cap Index Fund) and VTSAX (Vanguard Total Stock Market Index Fund Admiral Shares) are both mutual funds - VIMSX is a Mid Cap Blend Equities fund managed by Vanguard, while VTSAX is a Large Cap Blend Equities fund managed by Vanguard. Over the past 10 years, VIMSX returned 11.40%/yr vs 15.12%/yr for VTSAX. With a 0.95 correlation, they move nearly in lockstep. VIMSX charges 0.17%/yr vs 0.04%/yr for VTSAX.
Performance
VIMSX vs. VTSAX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, VIMSX achieves a 10.48% return, which is significantly lower than VTSAX's 11.98% return. Over the past 10 years, VIMSX has underperformed VTSAX with an annualized return of 11.40%, while VTSAX has yielded a comparatively higher 15.12% annualized return.
VIMSX
- 1D
- 0.90%
- 1M
- 3.66%
- YTD
- 10.48%
- 6M
- 10.13%
- 1Y
- 18.59%
- 3Y*
- 16.52%
- 5Y*
- 7.88%
- 10Y*
- 11.40%
VTSAX
- 1D
- 0.24%
- 1M
- 5.76%
- YTD
- 11.98%
- 6M
- 11.87%
- 1Y
- 29.09%
- 3Y*
- 22.34%
- 5Y*
- 13.04%
- 10Y*
- 15.12%
VIMSX vs. VTSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIMSX Vanguard Mid Cap Index Fund | 10.48% | 11.08% | 14.52% | 16.40% | -18.80% | 24.36% | 18.04% | 30.85% | -9.35% | 19.12% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 11.98% | 17.12% | 23.23% | 26.51% | -19.52% | 25.72% | 20.98% | 30.79% | -5.18% | 21.16% |
Correlation
The correlation between VIMSX and VTSAX is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.92 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Nov 14, 2000 | 0.95 |
The correlation between VIMSX and VTSAX shifts across timeframes, from 0.82 (1 year) to 0.95 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
VIMSX vs. VTSAX — Risk / Return Rank
VIMSX
VTSAX
VIMSX vs. VTSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid Cap Index Fund (VIMSX) 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.
| VIMSX | VTSAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.87 | ||
| Sortino ratioReturn per unit of downside risk | -1.07 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.44 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.42 | 3.37 | -0.95 |
| Martin ratioReturn relative to average drawdown | 9.19 | 15.56 | -6.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| VIMSX | VTSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.60 | 2.47 | -0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.76 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.82 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.47 | +0.01 |
Drawdowns
VIMSX vs. VTSAX - Drawdown Comparison
The maximum VIMSX drawdown since its inception was -58.96%, which is greater than VTSAX's maximum drawdown of -55.33%. Use the drawdown chart below to compare losses from any high point for VIMSX and VTSAX.
Loading charts...
Drawdown Indicators
| VIMSX | VTSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.96% | -55.33% | -3.63% |
Max Drawdown (1Y)Largest decline over 1 year | -8.14% | -8.92% | +0.78% |
Max Drawdown (3Y)Largest decline over 3 years | -19.31% | -19.36% | +0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -27.63% | -25.36% | -2.27% |
Max Drawdown (10Y)Largest decline over 10 years | -39.29% | -34.97% | -4.32% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -8.07% | -9.01% | +0.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.14% | 1.93% | +0.21% |
Volatility
VIMSX vs. VTSAX - Volatility Comparison
Vanguard Mid Cap Index Fund (VIMSX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) have volatilities of 2.97% and 2.95%, 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.
Loading charts...
Volatility by Period
| VIMSX | VTSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.97% | 2.95% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 9.28% | 9.19% | +0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.30% | 12.19% | +0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.64% | 17.36% | +0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.93% | 18.41% | +0.52% |
VIMSX vs. VTSAX - Expense Ratio Comparison
VIMSX has a 0.17% 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%.
Dividends
VIMSX vs. VTSAX - Dividend Comparison
VIMSX's dividend yield for the trailing twelve months is around 1.23%, more than VTSAX's 1.00% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMSX Vanguard Mid Cap Index Fund | 1.23% | 1.03% | 1.37% | 1.39% | 1.46% | 1.00% | 1.34% | 1.37% | 1.68% | 1.24% | 1.34% | 1.33% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.00% | 1.11% | 1.26% | 1.42% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% |
Frequently Asked Questions
VIMSX and VTSAX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VIMSX has higher volatility (2.97%) compared to VTSAX (2.95%). In terms of maximum drawdown, VIMSX dropped -58.96% vs VTSAX's -55.33%.
VTSAX currently has the higher Sharpe Ratio (2.47 vs 1.60), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for VIMSX and VTSAX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer