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FTZIX vs VIMSX
FTZIX vs VIMSX Comparison
Open Charts FTZIX vs VIMSX
FullerThaler Behavrl Uncnstd Eq
Price$51.61
Change-$1.10 (-2.09%)
VolumeN/A
Net Assets211.54M
Vanguard Mid Cap Index Investor
Price$73.08
Change-$1.55 (-2.08%)
VolumeN/A
Net Assets175.12B
FTZIX vs VIMSX Comparison Chart
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FTZIX vs. VIMSX commentary
May 22, 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: 175B vs. FTZIX (212M). VIMSX pays higher dividends than FTZIX: VIMSX (1.48) vs FTZIX (0.12). 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 : 13.87 vs. VIMSX (10.18). FTZIX return over 5 years is better than : 123.53 vs. VIMSX (78.35).
| 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 | 3.292 | 3.612 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 175B | 0% |
| Annual Yield % from dividends | 0.12 | 1.48 | 8% |
| Returns for 1 year | 13.87 | 10.18 | 136% |
| Returns for 3 years | 68.23 | 32.45 | 210% |
| Returns for 5 years | 123.53 | 78.35 | 158% |
| Returns for 10 years | N/A | 112.78 | - |
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