ISTAX
Price
$27.28
Change
-$0.10 (-0.37%)
Updated
Sep 5 closing price
Net Assets
50.22M
VIMSX
Price
$79.00
Change
-$0.11 (-0.14%)
Updated
Sep 5 closing price
Net Assets
199.16B
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ISTAX vs VIMSX

Header iconISTAX vs VIMSX Comparison
Open Charts ISTAX vs VIMSXBanner chart's image
ICON Equity Investor
Price$27.28
Change-$0.10 (-0.37%)
VolumeN/A
Net Assets50.22M
Vanguard Mid Cap Index Investor
Price$79.00
Change-$0.11 (-0.14%)
VolumeN/A
Net Assets199.16B
ISTAX vs VIMSX Comparison Chart in %
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ISTAX vs. VIMSX commentary
Sep 07, 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: 199B vs. ISTAX (50.2M). VIMSX pays higher dividends than ISTAX: VIMSX (1.35) vs ISTAX (0.36). 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 : 15.02 vs. ISTAX (7.76). VIMSX return over 5 years is better than : 64.92 vs. ISTAX (2.39).
ISTAXVIMSXISTAX / VIMSX
Total Expense Ratio1.440.17847%
Annual Report Gross Expense Ratio1.440.17847%
Fund Existence19 years27 years-
Gain YTD11.3479.679117%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets50.2M199B0%
Annual Yield % from dividends0.361.3527%
Returns for 1 year7.7615.0252%
Returns for 3 years-4.4041.01-11%
Returns for 5 years2.3964.924%
Returns for 10 years46.32140.9333%
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