ISTAX
Price
$27.38
Change
+$0.23 (+0.85%)
Updated
Sep 26 closing price
Net Assets
49.1M
VIMSX
Price
$79.84
Change
+$0.88 (+1.11%)
Updated
Sep 26 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$27.38
Change+$0.23 (+0.85%)
VolumeN/A
Net Assets49.1M
Vanguard Mid Cap Index Investor
Price$79.84
Change+$0.88 (+1.11%)
VolumeN/A
Net Assets199.16B
ISTAX vs VIMSX Comparison Chart in %
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ISTAX vs. VIMSX commentary
Sep 29, 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.

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FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. ISTAX (49.1M). 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 : 11.57 vs. ISTAX (4.65). VIMSX return over 5 years is better than : 70.75 vs. ISTAX (4.83).
ISTAXVIMSXISTAX / VIMSX
Total Expense Ratio1.440.17847%
Annual Report Gross Expense Ratio1.440.17847%
Fund Existence19 years27 years-
Gain YTD11.75510.845108%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets49.1M199B0%
Annual Yield % from dividends0.361.3527%
Returns for 1 year4.6511.5740%
Returns for 3 years3.0355.745%
Returns for 5 years4.8370.757%
Returns for 10 years57.22160.6636%
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