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ISTAX vs VMCIX
ISTAX vs VMCIX Comparison
Open Charts ISTAX vs VMCIX
Vanguard Mid Cap Index Institutional
Price$67.21
Change+$0.54 (+0.81%)
VolumeN/A
Net Assets175.23B
ISTAX vs VMCIX Comparison Chart
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ISTAX vs. VMCIX commentary
Apr 18, 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 VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. ISTAX (41.1M). VMCIX pays higher dividends than ISTAX: VMCIX (1.60) vs ISTAX (0.42). ISTAX was incepted earlier than VMCIX: ISTAX (19 years) vs VMCIX (27 years). ISTAX (1.36) is less costly to investors than VMCIX (0.04). VMCIX is a more actively managed with annual turnover of: 13.00 vs. ISTAX (4.00). ISTAX has a lower initial minimum investment than VMCIX: ISTAX (1000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 3.83 vs. ISTAX (-16.01). VMCIX return over 5 years is better than : 67.49 vs. ISTAX (-0.55).
| ISTAX | VMCIX | ISTAX / VMCIX | |
| Total Expense Ratio | 1.36 | 0.04 | 3,400% |
| Annual Report Gross Expense Ratio | 1.36 | 0.04 | 3,400% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | -12.735 | -7.614 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1M | 175B | 0% |
| Annual Yield % from dividends | 0.42 | 1.60 | 26% |
| Returns for 1 year | -16.01 | 3.83 | -418% |
| Returns for 3 years | -31.54 | 5.78 | -546% |
| Returns for 5 years | -0.55 | 67.49 | -1% |
| Returns for 10 years | 4.76 | 91.31 | 5% |
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