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ISTAX vs VIMSX
ISTAX vs VIMSX Comparison
Open Charts ISTAX vs VIMSX
ISTAX vs VIMSX Comparison Chart in %
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ISTAX vs. VIMSX commentary
Aug 26, 2026
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: 225B vs. ISTAX (55.6M). VIMSX pays higher dividends than ISTAX: VIMSX (1.20) vs ISTAX (0.48). ISTAX was incepted earlier than VIMSX: ISTAX (20 years) vs VIMSX (28 years). ISTAX (1.41) is less costly to investors than VIMSX (0.17). ISTAX is a more actively managed with annual turnover of: 23.00 vs. VIMSX (16.00). ISTAX has a lower initial minimum investment than VIMSX: ISTAX (1000) vs VIMSX (3000). ISTAX annual gain was more profitable for investors over the last year : 18.65 vs. VIMSX (14.30). VIMSX return over 5 years is better than : 35.66 vs. ISTAX (-18.42).
| ISTAX | VIMSX | ISTAX / VIMSX | |
| Total Expense Ratio | 1.41 | 0.17 | 829% |
| Annual Report Gross Expense Ratio | 1.41 | 0.17 | 829% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 26.054 | 14.454 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.6M | 225B | 0% |
| Annual Yield % from dividends | 0.48 | 1.20 | 40% |
| Returns for 1 year | 18.65 | 14.30 | 130% |
| Returns for 3 years | 25.44 | 55.29 | 46% |
| Returns for 5 years | -18.42 | 35.66 | -52% |
| Returns for 10 years | 77.76 | 161.26 | 48% |
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