VIVIX vs. VMCPX
Compare and contrast key facts about Vanguard Value Index Fund Institutional Shares (VIVIX) and Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX).
VIVIX is managed by Vanguard. It was launched on Jul 2, 1998. VMCPX is managed by Vanguard. It was launched on Dec 15, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIVIX or VMCPX.
Correlation
The correlation between VIVIX and VMCPX is 0.90, 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.
Performance
VIVIX vs. VMCPX - Performance Comparison
Key characteristics
VIVIX:
0.49
VMCPX:
0.50
VIVIX:
0.78
VMCPX:
0.81
VIVIX:
1.11
VMCPX:
1.11
VIVIX:
0.52
VMCPX:
0.48
VIVIX:
2.08
VMCPX:
1.85
VIVIX:
3.63%
VMCPX:
4.87%
VIVIX:
15.42%
VMCPX:
18.22%
VIVIX:
-59.30%
VMCPX:
-39.30%
VIVIX:
-8.11%
VMCPX:
-9.92%
Returns By Period
In the year-to-date period, VIVIX achieves a -1.91% return, which is significantly higher than VMCPX's -3.31% return. Over the past 10 years, VIVIX has outperformed VMCPX with an annualized return of 9.65%, while VMCPX has yielded a comparatively lower 8.68% annualized return.
VIVIX
-1.91%
-4.60%
-4.48%
6.76%
14.23%
9.65%
VMCPX
-3.31%
-3.63%
-3.73%
7.75%
13.54%
8.68%
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VIVIX vs. VMCPX - Expense Ratio Comparison
VIVIX has a 0.04% expense ratio, which is higher than VMCPX's 0.03% 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%.
Risk-Adjusted Performance
VIVIX vs. VMCPX — Risk-Adjusted Performance Rank
VIVIX
VMCPX
VIVIX vs. VMCPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Value Index Fund Institutional Shares (VIVIX) and Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX). 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
VIVIX vs. VMCPX - Dividend Comparison
VIVIX's dividend yield for the trailing twelve months is around 2.38%, more than VMCPX's 1.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIVIX Vanguard Value Index Fund Institutional Shares | 2.38% | 2.31% | 2.46% | 2.52% | 2.15% | 2.55% | 2.50% | 2.73% | 2.30% | 2.46% | 2.61% | 2.23% |
VMCPX Vanguard Mid-Cap Index Fund Institutional Plus Shares | 1.64% | 1.50% | 1.53% | 1.61% | 1.13% | 1.46% | 1.49% | 1.84% | 1.37% | 1.47% | 1.50% | 1.31% |
Drawdowns
VIVIX vs. VMCPX - Drawdown Comparison
The maximum VIVIX drawdown since its inception was -59.30%, which is greater than VMCPX's maximum drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for VIVIX and VMCPX. For additional features, visit the drawdowns tool.
Volatility
VIVIX vs. VMCPX - Volatility Comparison
The current volatility for Vanguard Value Index Fund Institutional Shares (VIVIX) is 11.18%, while Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX) has a volatility of 13.15%. This indicates that VIVIX experiences smaller price fluctuations and is considered to be less risky than VMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.