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FTZIX vs VIMSX
FTZIX vs VIMSX Comparison
Open Charts FTZIX vs VIMSX
FullerThaler Behavrl Uncnstd Eq
Price$52.84
Change+$0.05 (+0.09%)
VolumeN/A
Net Assets223.28M
Vanguard Mid Cap Index Investor
Price$74.01
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
FTZIX vs VIMSX Comparison Chart
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FTZIX 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 FTZIX is a Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. FTZIX (223M). VIMSX pays higher dividends than FTZIX: VIMSX (1.40) vs FTZIX (0.11). FTZIX was incepted earlier than VIMSX: FTZIX (6 years) vs VIMSX (27 years). FTZIX (1.27) is less costly to investors than VIMSX (0.17). FTZIX is a more actively managed with annual turnover of: 19.00 vs. VIMSX (16.00). VIMSX has a lower initial minimum investment than FTZIX: VIMSX (3000) vs FTZIX (100000). FTZIX annual gain was more profitable for investors over the last year : 13.29 vs. VIMSX (12.19). FTZIX return over 5 years is better than : 111.36 vs. VIMSX (71.01).
| FTZIX | VIMSX | FTZIX / VIMSX | |
| Total Expense Ratio | 1.01 | 0.17 | 594% |
| Annual Report Gross Expense Ratio | 1.27 | 0.17 | 747% |
| Fund Existence | 6 years | 27 years | - |
| Gain YTD | 3.449 | 3.626 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 185B | 0% |
| Annual Yield % from dividends | 0.11 | 1.40 | 8% |
| Returns for 1 year | 13.29 | 12.19 | 109% |
| Returns for 3 years | 71.43 | 39.69 | 180% |
| Returns for 5 years | 111.36 | 71.01 | 157% |
| Returns for 10 years | N/A | 117.05 | - |
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