ISTAX
Price
$23.57
Change
-$0.01 (-0.04%)
Updated
May 22 closing price
Net Assets
46.5M
VIMAX
Price
$331.04
Change
-$0.48 (-0.14%)
Updated
May 22 closing price
Net Assets
175.12B
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ISTAX vs VIMAX

Header iconISTAX vs VIMAX Comparison
Open Charts ISTAX vs VIMAXBanner chart's image
ICON Equity Investor
Price$23.57
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets46.5M
Vanguard Mid Cap Index Admiral
Price$331.04
Change-$0.48 (-0.14%)
VolumeN/A
Net Assets175.12B
ISTAX vs VIMAX Comparison Chart
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ISTAX vs. VIMAX commentary
May 23, 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 ISTAX is a Buy and VIMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 175B vs. ISTAX (46.5M). VIMAX pays higher dividends than ISTAX: VIMAX (1.60) vs ISTAX (0.44). ISTAX was incepted earlier than VIMAX: ISTAX (19 years) vs VIMAX (24 years). ISTAX (1.44) is less costly to investors than VIMAX (0.05). ISTAX is a more actively managed with annual turnover of: 30.00 vs. VIMAX (16.00). ISTAX has a lower initial minimum investment than VIMAX: ISTAX (1000) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 8.21 vs. ISTAX (-9.73). VIMAX return over 5 years is better than : 74.78 vs. ISTAX (2.85).
ISTAXVIMAXISTAX / VIMAX
Total Expense Ratio1.440.052,880%
Annual Report Gross Expense Ratio1.440.052,880%
Fund Existence19 years24 years-
Gain YTD-3.7551.486-253%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets46.5M175B0%
Annual Yield % from dividends0.441.6027%
Returns for 1 year-9.738.21-119%
Returns for 3 years-17.0528.29-60%
Returns for 5 years2.8574.784%
Returns for 10 years13.45108.5212%
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