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ISTAX vs VEMPX
ISTAX vs VEMPX Comparison
Open Charts ISTAX vs VEMPX
ISTAX vs VEMPX Comparison Chart in %
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ISTAX vs. VEMPX commentary
Sep 17, 2026
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 ISTAX is a Hold and VEMPX is a Hold.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 95.3B vs. ISTAX (52.1M). VEMPX pays higher dividends than ISTAX: VEMPX (1.02) vs ISTAX (0.49). ISTAX was incepted earlier than VEMPX: ISTAX (20 years) vs VEMPX (16 years). ISTAX (1.41) is less costly to investors than VEMPX (0.04). ISTAX is a more actively managed with annual turnover of: 23.00 vs. VEMPX (12.00). ISTAX has a lower initial minimum investment than VEMPX: ISTAX (1000) vs VEMPX (100000000). VEMPX (12.70) and ISTAX (12.08) have marching annual gain over last year. VEMPX return over 5 years is better than : 27.05 vs. ISTAX (-19.90).
| ISTAX | VEMPX | ISTAX / VEMPX | |
| Total Expense Ratio | 1.41 | 0.04 | 4,029% |
| Annual Report Gross Expense Ratio | 1.41 | 0.04 | 4,029% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 20.260 | 12.608 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1M | 95.3B | 0% |
| Annual Yield % from dividends | 0.49 | 1.02 | 48% |
| Returns for 1 year | 12.08 | 12.70 | 95% |
| Returns for 3 years | 19.22 | 60.27 | 32% |
| Returns for 5 years | -19.90 | 27.05 | -74% |
| Returns for 10 years | 73.87 | 172.66 | 43% |
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