ISTAX
Price
$25.79
Change
+$0.20 (+0.78%)
Updated
Jul 3 closing price
Net Assets
49.68M
VIMSX
Price
$77.52
Change
+$0.46 (+0.60%)
Updated
Jul 3 closing price
Net Assets
185.28B
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ISTAX vs VIMSX

Header iconISTAX vs VIMSX Comparison
Open Charts ISTAX vs VIMSXBanner chart's image
ICON Equity Investor
Price$25.79
Change+$0.20 (+0.78%)
VolumeN/A
Net Assets49.68M
Vanguard Mid Cap Index Investor
Price$77.52
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
ISTAX vs VIMSX Comparison Chart in %
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ISTAX vs. VIMSX commentary
Jul 05, 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 Buy.

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FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. ISTAX (49.7M). VIMSX pays higher dividends than ISTAX: VIMSX (1.40) vs ISTAX (0.40). ISTAX was incepted earlier than VIMSX: ISTAX (19 years) vs VIMSX (27 years). ISTAX (1.44) is less costly to investors than VIMSX (0.17). ISTAX is a more actively managed with annual turnover of: 30.00 vs. VIMSX (16.00). 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 : 17.63 vs. ISTAX (1.83). VIMSX return over 5 years is better than : 73.64 vs. ISTAX (6.51).
ISTAXVIMSXISTAX / VIMSX
Total Expense Ratio1.440.17847%
Annual Report Gross Expense Ratio1.440.17847%
Fund Existence19 years27 years-
Gain YTD5.2657.62569%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets49.7M185B0%
Annual Yield % from dividends0.401.4028%
Returns for 1 year1.8317.6310%
Returns for 3 years-2.7743.06-6%
Returns for 5 years6.5173.649%
Returns for 10 years29.51127.4423%
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