VMCPX vs. VPMAX
Compare and contrast key facts about Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX).
VMCPX is managed by Vanguard. It was launched on Dec 15, 2010. VPMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VMCPX or VPMAX.
Correlation
The correlation between VMCPX and VPMAX is 0.93, 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. VPMAX - Performance Comparison
Key characteristics
VMCPX:
0.43
VPMAX:
0.20
VMCPX:
0.72
VPMAX:
0.42
VMCPX:
1.10
VPMAX:
1.06
VMCPX:
0.41
VPMAX:
0.20
VMCPX:
1.58
VPMAX:
0.76
VMCPX:
4.91%
VPMAX:
5.39%
VMCPX:
18.22%
VPMAX:
20.68%
VMCPX:
-39.30%
VPMAX:
-55.03%
VMCPX:
-10.04%
VPMAX:
-10.62%
Returns By Period
In the year-to-date period, VMCPX achieves a -3.44% return, which is significantly higher than VPMAX's -3.67% return. Both investments have delivered pretty close results over the past 10 years, with VMCPX having a 8.66% annualized return and VPMAX not far ahead at 8.98%.
VMCPX
-3.44%
-3.25%
-3.49%
7.49%
13.50%
8.66%
VPMAX
-3.67%
-4.69%
-5.59%
4.20%
14.79%
8.98%
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VMCPX vs. VPMAX - Expense Ratio Comparison
VMCPX has a 0.03% expense ratio, which is lower than VPMAX's 0.31% expense ratio.
Risk-Adjusted Performance
VMCPX vs. VPMAX — Risk-Adjusted Performance Rank
VMCPX
VPMAX
VMCPX vs. VPMAX - 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 PRIMECAP Fund Admiral Shares (VPMAX). 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. VPMAX - Dividend Comparison
VMCPX's dividend yield for the trailing twelve months is around 1.64%, more than VPMAX's 1.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 1.08% | 1.04% | 1.17% | 1.31% | 0.79% | 1.12% | 1.29% | 1.36% | 1.08% | 1.37% | 1.20% | 1.32% |
Drawdowns
VMCPX vs. VPMAX - Drawdown Comparison
The maximum VMCPX drawdown since its inception was -39.30%, smaller than the maximum VPMAX drawdown of -55.03%. Use the drawdown chart below to compare losses from any high point for VMCPX and VPMAX. For additional features, visit the drawdowns tool.
Volatility
VMCPX vs. VPMAX - Volatility Comparison
The current volatility for Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX) is 13.15%, while Vanguard PRIMECAP Fund Admiral Shares (VPMAX) has a volatility of 14.79%. This indicates that VMCPX experiences smaller price fluctuations and is considered to be less risky than VPMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.