VIMSX vs. VTSAX
Compare and contrast key facts about Vanguard Mid Cap Index Fund (VIMSX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
VIMSX is managed by Vanguard. It was launched on May 21, 1998. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
VIMSX vs. VTSAX - Performance Comparison
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VIMSX vs. VTSAX - 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% |
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, VIMSX achieves a -2.82% return, which is significantly higher than VTSAX's -6.75% return. Over the past 10 years, VIMSX has underperformed VTSAX with an annualized return of 10.24%, while VTSAX has yielded a comparatively higher 13.27% 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%
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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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%.
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 | 0.62 | 0.84 | -0.21 |
Sortino ratioReturn per unit of downside risk | 0.98 | 1.29 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.20 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 1.05 | -0.33 |
Martin ratioReturn relative to average drawdown | 3.34 | 5.08 | -1.75 |
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 | VTSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.84 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.59 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.72 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.43 | +0.02 |
Correlation
The correlation between VIMSX and VTSAX 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.
Dividends
VIMSX vs. VTSAX - Dividend Comparison
VIMSX's dividend yield for the trailing twelve months is around 1.40%, more than VTSAX's 1.20% 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% |
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
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.
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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 | -12.78% | -12.41% | -0.37% |
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 | -8.14% | -8.92% | +0.78% |
Average DrawdownAverage peak-to-trough decline | -8.12% | -9.06% | +0.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 2.56% | +0.19% |
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 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
| VIMSX | 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 | 17.64% | 17.32% | +0.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.90% | 18.37% | +0.53% |