VMCPX vs. VIVIX
Compare and contrast key facts about Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX) and Vanguard Value Index Fund Institutional Shares (VIVIX).
VMCPX is managed by Vanguard. It was launched on Dec 15, 2010. VIVIX is managed by Vanguard. It was launched on Jul 2, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VMCPX or VIVIX.
Correlation
The correlation between VMCPX and VIVIX 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
VMCPX vs. VIVIX - Performance Comparison
Key characteristics
VMCPX:
1.54
VIVIX:
1.80
VMCPX:
2.15
VIVIX:
2.56
VMCPX:
1.27
VIVIX:
1.32
VMCPX:
2.60
VIVIX:
2.56
VMCPX:
6.93
VIVIX:
7.72
VMCPX:
2.72%
VIVIX:
2.45%
VMCPX:
12.28%
VIVIX:
10.54%
VMCPX:
-39.30%
VIVIX:
-59.30%
VMCPX:
-2.67%
VIVIX:
-1.25%
Returns By Period
In the year-to-date period, VMCPX achieves a 4.46% return, which is significantly lower than VIVIX's 5.41% return. Over the past 10 years, VMCPX has underperformed VIVIX with an annualized return of 9.61%, while VIVIX has yielded a comparatively higher 10.45% annualized return.
VMCPX
4.46%
-0.62%
9.68%
19.21%
10.12%
9.61%
VIVIX
5.41%
0.90%
6.95%
18.42%
11.11%
10.45%
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VMCPX vs. VIVIX - Expense Ratio Comparison
VMCPX has a 0.03% expense ratio, which is lower than VIVIX's 0.04% 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%.
Risk-Adjusted Performance
VMCPX vs. VIVIX — Risk-Adjusted Performance Rank
VMCPX
VIVIX
VMCPX vs. VIVIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX) and Vanguard Value Index Fund Institutional Shares (VIVIX). 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
VMCPX vs. VIVIX - Dividend Comparison
VMCPX's dividend yield for the trailing twelve months is around 1.44%, less than VIVIX's 2.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMCPX Vanguard Mid-Cap Index Fund Institutional Plus Shares | 1.44% | 1.50% | 1.53% | 1.61% | 1.13% | 1.46% | 1.49% | 1.84% | 1.37% | 1.47% | 1.50% | 1.31% |
VIVIX Vanguard Value Index Fund Institutional Shares | 2.20% | 2.31% | 2.46% | 2.52% | 2.14% | 2.56% | 2.50% | 2.73% | 2.30% | 2.46% | 2.61% | 2.23% |
Drawdowns
VMCPX vs. VIVIX - Drawdown Comparison
The maximum VMCPX drawdown since its inception was -39.30%, smaller than the maximum VIVIX drawdown of -59.30%. Use the drawdown chart below to compare losses from any high point for VMCPX and VIVIX. For additional features, visit the drawdowns tool.
Volatility
VMCPX vs. VIVIX - Volatility Comparison
Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX) and Vanguard Value Index Fund Institutional Shares (VIVIX) have volatilities of 2.48% and 2.44%, 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.