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ISTAX vs VIMSX
ISTAX vs VIMSX Comparison
Open Charts ISTAX vs VIMSX
Vanguard Mid Cap Index Investor
Price$80.13
Change+$0.33 (+0.41%)
VolumeN/A
Net Assets201.28B
ISTAX vs VIMSX Comparison Chart in %
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ISTAX vs. VIMSX commentary
Oct 22, 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 Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 201B vs. ISTAX (48.8M). VIMSX pays higher dividends than ISTAX: VIMSX (1.36) 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 : 9.06 vs. ISTAX (2.89). VIMSX return over 5 years is better than : 59.20 vs. ISTAX (-0.67).
| 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 | 11.755 | 10.820 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.8M | 201B | 0% |
| Annual Yield % from dividends | 0.36 | 1.36 | 27% |
| Returns for 1 year | 2.89 | 9.06 | 32% |
| Returns for 3 years | -3.18 | 51.84 | -6% |
| Returns for 5 years | -0.67 | 59.20 | -1% |
| Returns for 10 years | 46.93 | 141.77 | 33% |
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