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ISTAX vs VIMSX
ISTAX vs VIMSX Comparison
Open Charts ISTAX vs VIMSX
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
ISTAX vs VIMSX Comparison Chart in %
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VS
VS
ISTAX vs. VIMSX commentary
Aug 17, 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 Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. ISTAX (49.9M). VIMSX pays higher dividends than ISTAX: VIMSX (1.37) vs ISTAX (0.38). 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 : 14.31 vs. ISTAX (5.79). VIMSX return over 5 years is better than : 62.16 vs. ISTAX (-1.63).
| 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 | 8.408 | 8.291 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.9M | 197B | 0% |
| Annual Yield % from dividends | 0.38 | 1.37 | 28% |
| Returns for 1 year | 5.79 | 14.31 | 40% |
| Returns for 3 years | -13.59 | 26.39 | -51% |
| Returns for 5 years | -1.63 | 62.16 | -3% |
| Returns for 10 years | 34.99 | 125.09 | 28% |