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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
Jun 24, 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 VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 219B vs. ISTAX (58.5M). VMCIX pays higher dividends than ISTAX: VMCIX (1.37) vs ISTAX (0.49). 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 : 39.74 vs. VMCIX (17.11). VMCIX return over 5 years is better than : 37.24 vs. ISTAX (-11.44).
| 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 | 30.233 | 10.968 | 276% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.5M | 219B | 0% |
| Annual Yield % from dividends | 0.49 | 1.37 | 36% |
| Returns for 1 year | 39.74 | 17.11 | 232% |
| Returns for 3 years | 35.84 | 52.63 | 68% |
| Returns for 5 years | -11.44 | 37.24 | -31% |
| Returns for 10 years | 99.60 | 172.73 | 58% |
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