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ISTAX vs VMCIX
ISTAX vs VMCIX Comparison
Open Charts ISTAX vs VMCIX
Vanguard Mid Cap Index Institutional
Price$73.13
Change-$0.10 (-0.14%)
VolumeN/A
Net Assets175.12B
ISTAX vs VMCIX Comparison Chart
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ISTAX vs. VMCIX commentary
May 23, 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 (46.5M). VMCIX pays higher dividends than ISTAX: VMCIX (1.61) vs ISTAX (0.44). ISTAX was incepted earlier than VMCIX: ISTAX (19 years) vs VMCIX (27 years). ISTAX (1.44) is less costly to investors than VMCIX (0.04). ISTAX is a more actively managed with annual turnover of: 30.00 vs. VMCIX (16.00). 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 : 8.20 vs. ISTAX (-9.73). VMCIX return over 5 years is better than : 74.80 vs. ISTAX (2.85).
| ISTAX | VMCIX | ISTAX / VMCIX | |
| Total Expense Ratio | 1.44 | 0.04 | 3,600% |
| Annual Report Gross Expense Ratio | 1.44 | 0.04 | 3,600% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | -3.755 | 1.477 | -254% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.5M | 175B | 0% |
| Annual Yield % from dividends | 0.44 | 1.61 | 27% |
| Returns for 1 year | -9.73 | 8.20 | -119% |
| Returns for 3 years | -17.05 | 28.28 | -60% |
| Returns for 5 years | 2.85 | 74.80 | 4% |
| Returns for 10 years | 13.45 | 108.55 | 12% |
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