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VMCIX vs. VFIFX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

VMCIX vs. VFIFX

Last updated May 12, 2025

Compare and contrast key facts about Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX) and Vanguard Target Retirement 2050 Fund (VFIFX).

VMCIX is managed by Vanguard. It was launched on May 21, 1998. VFIFX is managed by Vanguard. It was launched on Jun 7, 2006.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VMCIX or VFIFX.

Correlation

The correlation between VMCIX and VFIFX is 1.00, 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

VMCIX vs. VFIFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX) and Vanguard Target Retirement 2050 Fund (VFIFX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

VMCIX:

10.20%

VFIFX:

4.76%

Max Drawdown

VMCIX:

-0.60%

VFIFX:

-0.41%

Current Drawdown

VMCIX:

0.00%

VFIFX:

0.00%

Returns By Period

VMCIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VFIFX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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VMCIX vs. VFIFX - Expense Ratio Comparison

VMCIX has a 0.04% expense ratio, which is lower than VFIFX's 0.08% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

VFIFX
Vanguard Target Retirement 2050 Fund
VMCIX
Vanguard Mid-Cap Index Fund Institutional Shares

Risk-Adjusted Performance

VMCIX vs. VFIFX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VMCIX
The Risk-Adjusted Performance Rank of VMCIX is 6060
Overall Rank
The Sharpe Ratio Rank of VMCIX is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of VMCIX is 6060
Sortino Ratio Rank
The Omega Ratio Rank of VMCIX is 5959
Omega Ratio Rank
The Calmar Ratio Rank of VMCIX is 6565
Calmar Ratio Rank
The Martin Ratio Rank of VMCIX is 5858
Martin Ratio Rank
VFIFX
The Risk-Adjusted Performance Rank of VFIFX is 7070
Overall Rank
The Sharpe Ratio Rank of VFIFX is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of VFIFX is 6666
Sortino Ratio Rank
The Omega Ratio Rank of VFIFX is 6868
Omega Ratio Rank
The Calmar Ratio Rank of VFIFX is 7676
Calmar Ratio Rank
The Martin Ratio Rank of VFIFX is 7575
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VMCIX vs. VFIFX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX) and Vanguard Target Retirement 2050 Fund (VFIFX). 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.

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Dividends

VMCIX vs. VFIFX - Dividend Comparison

VMCIX's dividend yield for the trailing twelve months is around 1.57%, less than VFIFX's 2.18% yield.

TTM20242023202220212020201920182017201620152014
VMCIX
Vanguard Mid-Cap Index Fund Institutional Shares		1.57%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VFIFX
Vanguard Target Retirement 2050 Fund		2.18%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

VMCIX vs. VFIFX - Drawdown Comparison

The maximum VMCIX drawdown since its inception was -0.60%, which is greater than VFIFX's maximum drawdown of -0.41%. Use the drawdown chart below to compare losses from any high point for VMCIX and VFIFX. For additional features, visit the drawdowns tool.

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Volatility

VMCIX vs. VFIFX - Volatility Comparison

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