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FTZFX vs VIMSX
FTZFX vs VIMSX Comparison
Open Charts FTZFX vs VIMSX
FullerThaler Behvrll Uncnstd Eq R6
Price$52.92
Change+$0.06 (+0.11%)
VolumeN/A
Net Assets223.28M
Vanguard Mid Cap Index Investor
Price$74.87
Change+$0.23 (+0.31%)
VolumeN/A
Net Assets185.28B
FTZFX vs VIMSX Comparison Chart
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FTZFX vs. VIMSX commentary
Jun 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FTZFX is a Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. FTZFX (223M). VIMSX pays higher dividends than FTZFX: VIMSX (1.40) vs FTZFX (0.18). FTZFX was incepted earlier than VIMSX: FTZFX (6 years) vs VIMSX (27 years). FTZFX (1.14) is less costly to investors than VIMSX (0.17). FTZFX is a more actively managed with annual turnover of: 19.00 vs. VIMSX (16.00). VIMSX has a lower initial minimum investment than FTZFX: VIMSX (3000) vs FTZFX (1000000). FTZFX annual gain was more profitable for investors over the last year : 13.28 vs. VIMSX (12.19). FTZFX return over 5 years is better than : 111.90 vs. VIMSX (71.01).
| FTZFX | VIMSX | FTZFX / VIMSX | |
| Total Expense Ratio | 0.91 | 0.17 | 535% |
| Annual Report Gross Expense Ratio | 1.14 | 0.17 | 671% |
| Fund Existence | 6 years | 27 years | - |
| Gain YTD | 3.485 | 3.626 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 185B | 0% |
| Annual Yield % from dividends | 0.18 | 1.40 | 13% |
| Returns for 1 year | 13.28 | 12.19 | 109% |
| Returns for 3 years | 71.51 | 39.69 | 180% |
| Returns for 5 years | 111.90 | 71.01 | 158% |
| Returns for 10 years | N/A | 117.05 | - |
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