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ISTAX vs VMCPX
ISTAX vs VMCPX Comparison
Open Charts ISTAX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
ISTAX vs VMCPX Comparison Chart in %
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ISTAX vs. VMCPX commentary
Jul 05, 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 Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. ISTAX (49.7M). VMCPX pays higher dividends than ISTAX: VMCPX (1.54) vs ISTAX (0.40). ISTAX was incepted earlier than VMCPX: ISTAX (19 years) vs VMCPX (15 years). ISTAX (1.44) is less costly to investors than VMCPX (0.03). ISTAX is a more actively managed with annual turnover of: 30.00 vs. VMCPX (16.00). 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 : 17.65 vs. ISTAX (1.83). VMCPX return over 5 years is better than : 73.80 vs. ISTAX (6.51).
| ISTAX | VMCPX | ISTAX / VMCPX | |
| Total Expense Ratio | 1.44 | 0.03 | 4,800% |
| Annual Report Gross Expense Ratio | 1.44 | 0.03 | 4,800% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 5.265 | 7.631 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.7M | 185B | 0% |
| Annual Yield % from dividends | 0.40 | 1.54 | 26% |
| Returns for 1 year | 1.83 | 17.65 | 10% |
| Returns for 3 years | -2.77 | 43.14 | -6% |
| Returns for 5 years | 6.51 | 73.80 | 9% |
| Returns for 10 years | 29.51 | 127.62 | 23% |
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