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ISTAX vs VIMSX
ISTAX vs VIMSX Comparison
Open Charts ISTAX vs VIMSX
Vanguard Mid Cap Index Investor
Price$67.08
Change+$0.54 (+0.81%)
VolumeN/A
Net Assets175.23B
ISTAX vs VIMSX Comparison Chart
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ISTAX vs. VIMSX 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 VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. ISTAX (41.1M). VIMSX pays higher dividends than ISTAX: VIMSX (1.46) vs ISTAX (0.42). ISTAX was incepted earlier than VIMSX: ISTAX (19 years) vs VIMSX (27 years). ISTAX (1.36) is less costly to investors than VIMSX (0.17). VIMSX is a more actively managed with annual turnover of: 13.00 vs. ISTAX (4.00). ISTAX has a lower initial minimum investment than VIMSX: ISTAX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 4.69 vs. ISTAX (-16.69). VIMSX return over 5 years is better than : 69.26 vs. ISTAX (-1.85).
| ISTAX | VIMSX | ISTAX / VIMSX | |
| Total Expense Ratio | 1.36 | 0.17 | 800% |
| Annual Report Gross Expense Ratio | 1.36 | 0.17 | 800% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | -13.878 | -6.578 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1M | 175B | 0% |
| Annual Yield % from dividends | 0.42 | 1.46 | 29% |
| Returns for 1 year | -16.69 | 4.69 | -356% |
| Returns for 3 years | -32.61 | 6.45 | -506% |
| Returns for 5 years | -1.85 | 69.26 | -3% |
| Returns for 10 years | 2.54 | 94.51 | 3% |
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