VMCPX vs. VSCPX
Compare and contrast key facts about Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX) and Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX).
VMCPX is managed by Vanguard. It was launched on Dec 15, 2010. VSCPX is managed by Vanguard. It was launched on Dec 17, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VMCPX or VSCPX.
Correlation
The correlation between VMCPX and VSCPX is 0.88, 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. VSCPX - Performance Comparison
Key characteristics
VMCPX:
0.43
VSCPX:
0.03
VMCPX:
0.72
VSCPX:
0.20
VMCPX:
1.10
VSCPX:
1.03
VMCPX:
0.41
VSCPX:
0.03
VMCPX:
1.58
VSCPX:
0.10
VMCPX:
4.91%
VSCPX:
7.40%
VMCPX:
18.22%
VSCPX:
22.35%
VMCPX:
-39.30%
VSCPX:
-41.81%
VMCPX:
-10.04%
VSCPX:
-17.06%
Returns By Period
In the year-to-date period, VMCPX achieves a -3.44% return, which is significantly higher than VSCPX's -10.17% return. Over the past 10 years, VMCPX has outperformed VSCPX with an annualized return of 8.66%, while VSCPX has yielded a comparatively lower 7.38% annualized return.
VMCPX
-3.44%
-3.25%
-3.49%
7.49%
13.50%
8.66%
VSCPX
-10.17%
-5.48%
-8.32%
1.37%
13.21%
7.38%
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VMCPX vs. VSCPX - Expense Ratio Comparison
Both VMCPX and VSCPX have an expense ratio of 0.03%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VMCPX vs. VSCPX — Risk-Adjusted Performance Rank
VMCPX
VSCPX
VMCPX vs. VSCPX - 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 Small-Cap Index Fund Institutional Plus Shares (VSCPX). 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. VSCPX - Dividend Comparison
VMCPX's dividend yield for the trailing twelve months is around 1.64%, more than VSCPX's 1.59% 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% |
VSCPX Vanguard Small-Cap Index Fund Institutional Plus Shares | 1.59% | 1.32% | 1.57% | 1.56% | 1.26% | 1.16% | 1.41% | 1.69% | 1.37% | 1.52% | 1.51% | 1.46% |
Drawdowns
VMCPX vs. VSCPX - Drawdown Comparison
The maximum VMCPX drawdown since its inception was -39.30%, smaller than the maximum VSCPX drawdown of -41.81%. Use the drawdown chart below to compare losses from any high point for VMCPX and VSCPX. For additional features, visit the drawdowns tool.
Volatility
VMCPX vs. VSCPX - Volatility Comparison
The current volatility for Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX) is 13.15%, while Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) has a volatility of 14.81%. This indicates that VMCPX experiences smaller price fluctuations and is considered to be less risky than VSCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.