Vanguard Mid-Cap Growth Index Fund Investor Shares (VMGIX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Vanguard Mid-Cap Growth Index Fund Investor Shares (VMGIX) trades at $119.17 with AI Score 44/100 (Grade C). Vanguard Mid-Cap Growth Index Fund Investor Shares (VMGIX) seeks to replicate the performance of the CRSP US… Market cap: $35.7B, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 16, 2026Analyst Coverage for VMGIX: VMGIX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates VMGIX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
VMGIX: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Vanguard Mid-Cap Growth Index Fund Investor Shares (VMGIX) Financial Services Profile
Vanguard Mid-Cap Growth Index Fund Investor Shares (VMGIX) offers investors exposure to mid-capitalization U.S. growth stocks, tracking the CRSP US Mid Cap Growth Index. With a focus on replication, VMGIX provides a diversified approach to capturing the performance of mid-size growth companies within the financial services sector.
What Is the Investment Thesis for VMGIX?
VMGIX provides efficient exposure to mid-cap U.S. growth stocks, tracking the CRSP US Mid Cap Growth Index. With a beta of 1.25, the fund is more volatile than the market. The fund's value is derived from the growth potential of its underlying holdings and the efficiency of its replication strategy. Ongoing: The fund's performance is tied to the overall health and growth prospects of the U.S. economy and the mid-cap growth segment in particular. Upcoming: Changes in the composition of the CRSP US Mid Cap Growth Index will directly impact the fund's holdings and performance.
Based on FMP financials and quantitative analysis
VMGIX Key Highlights
Market capitalization of $35.7B, reflecting the fund's significant scale and investor interest.
- Beta of 1.25, indicating higher volatility compared to the overall market.
- Employs an indexing investment approach to track the performance of the CRSP US Mid Cap Growth Index.
- Substantially all assets are invested in stocks that make up the index, ensuring close tracking.
- No dividend yield, as the fund focuses on growth stocks rather than income generation.
Who Are VMGIX's Competitors?
VMGIX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| DGRO iShares Core Dividend Growth ETF | $79.56 | -0.61% | $41.9B | 49 |
| LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $106.06 | -0.48% | $33.1B | 44 |
| MGK Vanguard Mega Cap Growth ETF | $88.61 | -0.87% | $34.2B | 44 |
| VBK Vanguard Small-Cap Growth ETF | $356.17 | -1.12% | $49.2B | 47 |
| VEUSX Vanguard European Stock Index Fund Admiral Shares | $114.70 | -0.39% | $38.2B | 47 |
| AMP Ameriprise Financial, Inc. | $554.06 | -1.02% | $49.8B | 70 |
| RNNEX American Funds The New Economy Fund Class R-2E | $80.46 | -0.29% | $52.9B | 91 |
| IDDTF AB Industrivärden (publ) | $54.65 | -0.36% | $23.6B | 70 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are VMGIX's Key Strengths?
Low expense ratio
- Strong brand reputation
- Large asset base
- Diversified portfolio of mid-cap growth stocks
What Are VMGIX's Weaknesses?
Passive investment strategy may underperform actively managed funds in certain market conditions.
- Performance is tied to the CRSP US Mid Cap Growth Index, which may not always reflect the best investment opportunities.
- No dividend yield, which may not be attractive to income-seeking investors.
What Could Drive VMGIX Stock Higher?
VMGIX catalyst: Potential changes in the composition of the CRSP US Mid Cap Growth Index, leading to portfolio adjustments.
- Continued growth in passive investing, driving increased assets under management.
- Favorable economic conditions supporting mid-cap growth stocks.
What Are the Key Risks for VMGIX?
Market volatility and economic downturns negatively impacting fund performance.
- Increased competition among index funds and ETFs, leading to fee compression.
- Changes in investor sentiment towards growth stocks.
- Tracking error, the difference between the fund's performance and the index's performance.
What Are the Growth Opportunities for VMGIX?
- Increased adoption of passive investing strategies: The trend towards passive investing continues to gain momentum, driven by investors seeking lower costs and benchmark-like returns. VMGIX is well-positioned to benefit from this trend, as its indexing approach aligns with the preferences of passive investors. The market for passive investments is estimated to grow to trillions of dollars in the coming years, providing a significant opportunity for VMGIX to attract new assets. Timeline: Ongoing.
- Expansion of the CRSP US Mid Cap Growth Index: As the U.S. economy grows and new companies emerge, the CRSP US Mid Cap Growth Index may expand to include additional stocks. This expansion would provide VMGIX with the opportunity to invest in a wider range of growth companies, potentially enhancing its performance and diversification. The timeline for index expansion is dependent on market conditions and the performance of individual companies. Timeline: Ongoing.
- Growing demand for mid-cap exposure: Mid-cap stocks offer a balance between the growth potential of small-cap stocks and the stability of large-cap stocks. As investors seek to diversify their portfolios and capture potential growth opportunities, demand for mid-cap exposure is likely to increase. VMGIX provides a convenient and cost-effective way to access this segment of the market. Timeline: Ongoing.
- Development of new investment products: Vanguard may develop new investment products that complement VMGIX, such as ETFs or actively managed funds focused on specific sectors or themes within the mid-cap growth space. These new products could attract additional assets to the Vanguard platform and enhance the overall value proposition for investors. Timeline: Upcoming.
- Increased focus on ESG investing: As ESG factors become more important to investors, VMGIX could incorporate ESG considerations into its investment process. This could involve screening out companies with poor ESG track records or actively engaging with companies to improve their ESG performance. By aligning its investment strategy with ESG principles, VMGIX could attract a new segment of investors who are seeking to invest in socially responsible companies. Timeline: Ongoing.
What Are VMGIX's Competitive Advantages?
- Low expense ratio: VMGIX offers a competitive expense ratio compared to other mid-cap growth funds, making it a noteworthy option for cost-conscious investors.
- Strong brand reputation: Vanguard is a well-respected and trusted brand in the investment management industry, known for its low-cost indexing approach and commitment to investor value.
- Scale: VMGIX has a large asset base, which allows it to achieve economies of scale and further reduce expenses.
What Does VMGIX Do?
Vanguard Mid-Cap Growth Index Fund Investor Shares (VMGIX) is an investment vehicle designed to mirror the performance of the CRSP US Mid Cap Growth Index. This index represents the segment of the U.S. equity market comprising mid-capitalization companies exhibiting growth characteristics. VMGIX employs a passive indexing strategy, meaning it aims to replicate the index's holdings and weightings as closely as possible. Founded on the principles of low-cost investing and broad diversification, Vanguard has become a leading provider of index funds and ETFs. VMGIX offers investors a way to access a diversified portfolio of mid-cap growth stocks without the need for individual stock selection. The fund invests substantially all of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. This approach seeks to minimize tracking error, ensuring that the fund's performance closely reflects that of the underlying index. VMGIX is part of Vanguard's suite of index funds, which are known for their low expense ratios and efficient portfolio management. The fund is available to individual and institutional investors, providing a cost-effective way to gain exposure to the mid-cap growth segment of the U.S. equity market. By tracking a well-established index, VMGIX offers transparency and predictability in its investment approach.
What Products and Services Does VMGIX Offer?
- Tracks the performance of the CRSP US Mid Cap Growth Index.
- Invests in a diversified portfolio of mid-capitalization U.S. growth stocks.
- Replicates the index's holdings and weightings as closely as possible.
- Offers investors a cost-effective way to access the mid-cap growth segment of the U.S. equity market.
- Provides transparency and predictability in its investment approach.
- Minimizes tracking error to ensure that the fund's performance closely reflects that of the underlying index.
How Does VMGIX Make Money?
- Generates revenue through management fees charged to investors.
- Fees are based on a percentage of the fund's assets under management (AUM).
- Employs a low-cost indexing strategy to minimize expenses and maximize returns for investors.
What Industry Does VMGIX Operate In?
VMGIX operates within the asset management industry, specifically focusing on index-based investing. The asset management industry is characterized by increasing demand for passive investment strategies, driven by factors such as lower costs and the difficulty of consistently outperforming benchmarks. VMGIX competes with other index funds and ETFs that track similar mid-cap growth indices. The competitive landscape includes both large asset managers and smaller, specialized firms. Market trends include the growing adoption of ESG (environmental, social, and governance) factors in investment decisions and the increasing use of technology to enhance portfolio management and distribution.
Who Are VMGIX's Key Customers?
- Individual investors seeking exposure to mid-cap growth stocks.
- Institutional investors looking for a cost-effective way to track the CRSP US Mid Cap Growth Index.
- Financial advisors who recommend VMGIX to their clients.
VMGIX Valuation & Market Position
Relative to its peer group, VMGIX's quantitative score of 44/100 is roughly in line with the peer average of 46/100.
VMGIX Financials
Bull Case vs Bear Case
Bull Case
- VMGIX benefits from exposure to innovative mid-cap companies poised for significant growth, reflecting optimism in emerging sectors.
- Community sentiment suggests strong belief in the long-term potential of mid-cap growth stocks, indicating sustained investor confidence.
- Recent market perception favors diversified funds like VMGIX as a hedge against volatility concentrated in large-cap tech stocks, similar to the shift seen during the dot-com bubble.
- The fund's broad exposure across the mid-cap spectrum mitigates risk compared to individual stock picking, appealing to risk-averse investors.
Bear Case
- VMGIX is vulnerable to economic downturns that disproportionately impact mid-cap companies due to their smaller scale and limited resources.
- Community discussions reveal concerns about rising interest rates potentially suppressing growth stock valuations, echoing fears from the 2022 market correction.
- Market perception indicates a possible rotation from growth to value stocks, potentially diminishing interest in funds like VMGIX.
- Recent insider activity (if any) might reflect concerns about near-term performance, although this data is unavailable for VMGIX.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
VMGIX Latest News
No recent news available for VMGIX.
VMGIX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for VMGIX.
Price Targets
Wall Street price target analysis for VMGIX.
VMGIX MoonshotScore
What does this score mean?
The MoonshotScore rates VMGIX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
What Investors Ask About Vanguard Mid-Cap Growth Index Fund Investor Shares (VMGIX) — Financial Services
What does the AI Score mean for VMGIX?
VMGIX holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Vanguard Mid-Cap Growth Index Fund Investor Shares (VMGIX) seeks to replicate the performance of the CRSP US Mid Cap Growth Index. The fund invests in a broadly diversified portfolio of mid-sized …
What does Vanguard Mid-Cap Growth Index Fund Investor Shares do?
Vanguard Mid-Cap Growth Index Fund Investor Shares (VMGIX) is designed to track the performance of the CRSP US Mid Cap Growth Index. It invests in a diversified portfolio of mid-sized U.S. companies exhibiting growth characteristics. The fund employs an indexing strategy, meaning it aims to replicate the index's holdings and weightings as closely as possible.
What are the main risks for VMGIX?
The main risks for VMGIX include market risk, which is the potential for the fund's value to decline due to overall market conditions or economic downturns. Specific to VMGIX is tracking error, which is the risk that the fund's performance may not perfectly replicate the performance of the CRSP US Mid Cap Growth Index.
How does Vanguard Mid-Cap Growth Index Fund Investor Shares generate revenue in financial services?
Vanguard Mid-Cap Growth Index Fund Investor Shares generates revenue primarily through management fees. These fees are calculated as a percentage of the fund's total assets under management (AUM). The fund charges a small expense ratio to cover the costs of managing the fund, including administrative expenses, portfolio management, and other operational costs.
What regulatory challenges does Vanguard Mid-Cap Growth Index Fund Investor Shares face?
Vanguard Mid-Cap Growth Index Fund Investor Shares, as a registered investment company, faces regulatory oversight from the Securities and Exchange Commission (SEC). These regulations include requirements for transparency, disclosure, and compliance with securities laws. The fund must adhere to strict rules regarding its investment strategies, portfolio holdings, and financial reporting.
What are the key factors to evaluate for VMGIX?
Vanguard Mid-Cap Growth Index Fund Investor Shares (VMGIX) holds an AI score of 44/100 (low). VMGIX provides efficient exposure to mid-cap U.S. Not financial advice.
How frequently does VMGIX data refresh on this page?
VMGIX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven VMGIX's recent stock price performance?
Vanguard Mid-Cap Growth Index Fund Investor Shares (VMGIX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Low expense ratio. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider VMGIX overvalued or undervalued right now?
Vanguard Mid-Cap Growth Index Fund Investor Shares (VMGIX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for VMGIX. This dossier is based on publicly available information and existing AI insights.