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ISTAX vs VMCPX
ISTAX vs VMCPX Comparison
Open Charts ISTAX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$331.45
Change+$2.64 (+0.80%)
VolumeN/A
Net Assets175.23B
ISTAX vs VMCPX Comparison Chart
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ISTAX vs. VMCPX 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. ISTAX (41.1M). VMCPX pays higher dividends than ISTAX: VMCPX (1.61) vs ISTAX (0.42). ISTAX was incepted earlier than VMCPX: ISTAX (19 years) vs VMCPX (14 years). ISTAX (1.36) is less costly to investors than VMCPX (0.03). VMCPX is a more actively managed with annual turnover of: 13.00 vs. ISTAX (4.00). ISTAX has a lower initial minimum investment than VMCPX: ISTAX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 3.84 vs. ISTAX (-16.01). VMCPX return over 5 years is better than : 67.52 vs. ISTAX (-0.55).
| ISTAX | VMCPX | ISTAX / VMCPX | |
| Total Expense Ratio | 1.36 | 0.03 | 4,533% |
| Annual Report Gross Expense Ratio | 1.36 | 0.03 | 4,533% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | -12.735 | -7.607 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1M | 175B | 0% |
| Annual Yield % from dividends | 0.42 | 1.61 | 26% |
| Returns for 1 year | -16.01 | 3.84 | -417% |
| Returns for 3 years | -31.54 | 5.78 | -546% |
| Returns for 5 years | -0.55 | 67.52 | -1% |
| Returns for 10 years | 4.76 | 91.35 | 5% |
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