ISTAX
Price
$32.19
Change
-$0.35 (-1.08%)
Updated
Jul 13 closing price
Net Assets
57.3M
VEMPX
Price
$447.56
Change
-$4.16 (-0.92%)
Updated
Jul 13 closing price
Net Assets
97.68B
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ISTAX vs VEMPX

ISTAX vs VEMPX Comparison Chart in %
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ISTAX vs. VEMPX commentary
Jul 14, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 97.7B vs. ISTAX (57.3M). VEMPX pays higher dividends than ISTAX: VEMPX (1.00) vs ISTAX (0.47). 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). ISTAX annual gain was more profitable for investors over the last year : 25.83 vs. VEMPX (23.53). VEMPX return over 5 years is better than : 34.03 vs. ISTAX (-15.44).
ISTAXVEMPXISTAX / VEMPX
Total Expense Ratio1.410.044,029%
Annual Report Gross Expense Ratio1.410.044,029%
Fund Existence20 years16 years-
Gain YTD26.88215.589172%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets57.3M97.7B0%
Annual Yield % from dividends0.471.0047%
Returns for 1 year25.8323.53110%
Returns for 3 years23.7859.1840%
Returns for 5 years-15.4434.03-45%
Returns for 10 years82.53182.2245%
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