VMCIX vs. VFIAX

In the year-to-date period, VMCIX achieves a -3.31% return, which is significantly higher than VFIAX's -6.38% return. Over the past 10 years, VMCIX has underperformed VFIAX with an annualized return of 8.67%, while VFIAX has yielded a comparatively higher 12.00% annualized return.

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Both VMCIX and VFIAX have an expense ratio of 0.04%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.

The current VMCIX Sharpe Ratio is 0.50, which is comparable to the VFIAX Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of VMCIX and VFIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VMCIX's dividend yield for the trailing twelve months is around 1.63%, more than VFIAX's 1.38% yield.

The maximum VMCIX drawdown since its inception was -58.86%, which is greater than VFIAX's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for VMCIX and VFIAX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX) is 13.15%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 14.21%. This indicates that VMCIX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.