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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
Jun 24, 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 Buy and VEMPX is a Buy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 93.7B vs. ISTAX (58.5M). VEMPX pays higher dividends than ISTAX: VEMPX (1.03) vs ISTAX (0.49). ISTAX was incepted earlier than VEMPX: ISTAX (20 years) vs VEMPX (15 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). ISTAX annual gain was more profitable for investors over the last year : 39.74 vs. VEMPX (29.51). VEMPX return over 5 years is better than : 30.48 vs. ISTAX (-11.44).
| 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 | 15 years | - |
| Gain YTD | 30.233 | 15.441 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.5M | 93.7B | 0% |
| Annual Yield % from dividends | 0.49 | 1.03 | 48% |
| Returns for 1 year | 39.74 | 29.51 | 135% |
| Returns for 3 years | 35.84 | 69.53 | 52% |
| Returns for 5 years | -11.44 | 30.48 | -38% |
| Returns for 10 years | 99.60 | 199.88 | 50% |
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