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ISTAX vs VIMSX
ISTAX vs VIMSX Comparison
Open Charts ISTAX vs VIMSX
Vanguard Mid Cap Index Investor
Price$72.98
Change-$0.10 (-0.14%)
VolumeN/A
Net Assets175.12B
ISTAX vs VIMSX Comparison Chart
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ISTAX vs. VIMSX commentary
May 23, 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 (46.5M). VIMSX pays higher dividends than ISTAX: VIMSX (1.48) vs ISTAX (0.44). 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 : 8.19 vs. ISTAX (-9.73). VIMSX return over 5 years is better than : 74.65 vs. ISTAX (2.85).
| ISTAX | VIMSX | ISTAX / VIMSX | |
| Total Expense Ratio | 1.44 | 0.17 | 847% |
| Annual Report Gross Expense Ratio | 1.44 | 0.17 | 847% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | -3.755 | 1.460 | -257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.5M | 175B | 0% |
| Annual Yield % from dividends | 0.44 | 1.48 | 30% |
| Returns for 1 year | -9.73 | 8.19 | -119% |
| Returns for 3 years | -17.05 | 28.23 | -60% |
| Returns for 5 years | 2.85 | 74.65 | 4% |
| Returns for 10 years | 13.45 | 108.36 | 12% |
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