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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 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 89.9B vs. ISTAX (56.4M). 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 : 36.87 vs. VEMPX (29.45). VEMPX return over 5 years is better than : 31.89 vs. ISTAX (-13.84).
| 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 | 27.986 | 13.454 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.4M | 89.9B | 0% |
| Annual Yield % from dividends | 0.49 | 1.03 | 48% |
| Returns for 1 year | 36.87 | 29.45 | 125% |
| Returns for 3 years | 35.75 | 66.99 | 53% |
| Returns for 5 years | -13.84 | 31.89 | -43% |
| Returns for 10 years | 83.91 | 184.53 | 45% |
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