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ISTAX vs VIMAX
ISTAX vs VIMAX Comparison
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ISTAX vs VIMAX Comparison Chart in %
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ISTAX vs. VIMAX commentary
Aug 26, 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 VIMAX is a Hold.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 225B vs. ISTAX (55.6M). VIMAX pays higher dividends than ISTAX: VIMAX (1.31) vs ISTAX (0.48). ISTAX was incepted earlier than VIMAX: ISTAX (20 years) vs VIMAX (25 years). ISTAX (1.41) is less costly to investors than VIMAX (0.05). ISTAX is a more actively managed with annual turnover of: 23.00 vs. VIMAX (16.00). ISTAX has a lower initial minimum investment than VIMAX: ISTAX (1000) vs VIMAX (3000). ISTAX annual gain was more profitable for investors over the last year : 18.65 vs. VIMAX (14.30). VIMAX return over 5 years is better than : 35.74 vs. ISTAX (-18.42).
| ISTAX | VIMAX | ISTAX / VIMAX | |
| Total Expense Ratio | 1.41 | 0.05 | 2,820% |
| Annual Report Gross Expense Ratio | 1.41 | 0.05 | 2,820% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 26.054 | 14.467 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.6M | 225B | 0% |
| Annual Yield % from dividends | 0.48 | 1.31 | 37% |
| Returns for 1 year | 18.65 | 14.30 | 130% |
| Returns for 3 years | 25.44 | 55.34 | 46% |
| Returns for 5 years | -18.42 | 35.74 | -52% |
| Returns for 10 years | 77.76 | 161.63 | 48% |
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