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FTZFX vs VIMSX
FTZFX vs VIMSX Comparison
Open Charts FTZFX vs VIMSX
FullerThaler Behvrll Uncnstd Eq R6
Price$47.93
Change+$3.76 (+8.51%)
VolumeN/A
Net Assets171.06M
Vanguard Mid Cap Index Investor
Price$67.48
Change+$5.05 (+8.09%)
VolumeN/A
Net Assets175.23B
FTZFX vs VIMSX Comparison Chart
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FTZFX vs. VIMSX commentary
Apr 11, 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: 175B vs. FTZFX (171M). VIMSX pays higher dividends than FTZFX: VIMSX (1.46) vs FTZFX (0.19). 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 (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 : -4.20 vs. VIMSX (-7.35). FTZFX return over 5 years is better than : 101.29 vs. VIMSX (59.02).
| 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 | -13.528 | -13.326 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 175B | 0% |
| Annual Yield % from dividends | 0.19 | 1.46 | 13% |
| Returns for 1 year | -4.20 | -7.35 | 57% |
| Returns for 3 years | 24.22 | -2.21 | -1,098% |
| Returns for 5 years | 101.29 | 59.02 | 172% |
| Returns for 10 years | N/A | 78.54 | - |
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