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ISTAX vs VMCIX
ISTAX vs VMCIX Comparison
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ISTAX vs VMCIX Comparison Chart in %
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ISTAX vs. VMCIX commentary
Aug 05, 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 Hold and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 224B vs. ISTAX (57.6M). VMCIX pays higher dividends than ISTAX: VMCIX (1.32) vs ISTAX (0.48). ISTAX was incepted earlier than VMCIX: ISTAX (20 years) vs VMCIX (28 years). ISTAX (1.41) is less costly to investors than VMCIX (0.03). ISTAX is a more actively managed with annual turnover of: 23.00 vs. VMCIX (16.00). ISTAX has a lower initial minimum investment than VMCIX: ISTAX (1000) vs VMCIX (5000000). ISTAX annual gain was more profitable for investors over the last year : 32.43 vs. VMCIX (14.45). VMCIX return over 5 years is better than : 36.15 vs. ISTAX (-12.65).
| ISTAX | VMCIX | ISTAX / VMCIX | |
| Total Expense Ratio | 1.41 | 0.03 | 4,700% |
| Annual Report Gross Expense Ratio | 1.41 | 0.03 | 4,700% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 33.071 | 12.847 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.6M | 224B | 0% |
| Annual Yield % from dividends | 0.48 | 1.32 | 36% |
| Returns for 1 year | 32.43 | 14.45 | 224% |
| Returns for 3 years | 28.02 | 48.12 | 58% |
| Returns for 5 years | -12.65 | 36.15 | -35% |
| Returns for 10 years | 85.72 | 158.51 | 54% |
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