ISTAX
Price
$21.16
Change
+$0.06 (+0.28%)
Updated
Apr 17 closing price
Net Assets
41.1M
VIMAX
Price
$304.23
Change
+$2.42 (+0.80%)
Updated
Apr 17 closing price
Net Assets
175.23B
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ISTAX vs VIMAX

Header iconISTAX vs VIMAX Comparison
Open Charts ISTAX vs VIMAXBanner chart's image
ICON Equity Investor
Price$21.16
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets41.1M
Vanguard Mid Cap Index Admiral
Price$304.23
Change+$2.42 (+0.80%)
VolumeN/A
Net Assets175.23B
ISTAX vs VIMAX Comparison Chart
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ISTAX vs. VIMAX commentary
Apr 18, 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 (41.1M). VIMAX pays higher dividends than ISTAX: VIMAX (1.59) vs ISTAX (0.42). ISTAX was incepted earlier than VIMAX: ISTAX (19 years) vs VIMAX (23 years). ISTAX (1.36) is less costly to investors than VIMAX (0.05). VIMAX is a more actively managed with annual turnover of: 13.00 vs. ISTAX (4.00). 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 : 3.84 vs. ISTAX (-16.01). VIMAX return over 5 years is better than : 67.49 vs. ISTAX (-0.55).
ISTAXVIMAXISTAX / VIMAX
Total Expense Ratio1.360.052,720%
Annual Report Gross Expense Ratio1.360.052,720%
Fund Existence19 years23 years-
Gain YTD-12.735-7.609167%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets41.1M175B0%
Annual Yield % from dividends0.421.5926%
Returns for 1 year-16.013.84-417%
Returns for 3 years-31.545.77-547%
Returns for 5 years-0.5567.49-1%
Returns for 10 years4.7691.275%
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