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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
Jun 24, 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: 219B vs. ISTAX (58.5M). VIMAX pays higher dividends than ISTAX: VIMAX (1.36) vs ISTAX (0.49). 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 : 39.74 vs. VIMAX (17.10). VIMAX return over 5 years is better than : 37.21 vs. ISTAX (-11.44).
| 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 | 30.233 | 10.951 | 276% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.5M | 219B | 0% |
| Annual Yield % from dividends | 0.49 | 1.36 | 36% |
| Returns for 1 year | 39.74 | 17.10 | 232% |
| Returns for 3 years | 35.84 | 52.60 | 68% |
| Returns for 5 years | -11.44 | 37.21 | -31% |
| Returns for 10 years | 99.60 | 172.63 | 58% |
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