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FTZFX vs VIMSX
FTZFX vs VIMSX Comparison
Open Charts FTZFX vs VIMSX
FullerThaler Behvrll Uncnstd Eq R6
Price$53.02
Change-$0.98 (-1.81%)
VolumeN/A
Net Assets187.66M
Vanguard Mid Cap Index Investor
Price$73.84
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
FTZFX vs VIMSX Comparison Chart
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FTZFX vs. VIMSX commentary
Feb 23, 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 Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. FTZFX (188M). VIMSX pays higher dividends than FTZFX: VIMSX (1.38) vs FTZFX (0.26). FTZFX was incepted earlier than VIMSX: FTZFX (6 years) vs VIMSX (27 years). FTZFX is a more actively managed with annual turnover of: 19.00 vs. VIMSX (13.00). 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 : 20.56 vs. VIMSX (14.03). FTZFX return over 5 years is better than : 94.27 vs. VIMSX (48.34).
| FTZFX | VIMSX | FTZFX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 27 years | - |
| Gain YTD | 3.798 | 2.456 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 185B | 0% |
| Annual Yield % from dividends | 0.26 | 1.38 | 18% |
| Returns for 1 year | 20.56 | 14.03 | 146% |
| Returns for 3 years | 48.36 | 19.64 | 246% |
| Returns for 5 years | 94.27 | 48.34 | 195% |
| Returns for 10 years | N/A | 114.05 | - |