ISTAX
Price
$26.27
Change
+$0.04 (+0.15%)
Updated
Jul 25 closing price
Net Assets
49.86M
VMCPX
Price
$390.87
Change
+$2.97 (+0.77%)
Updated
Jul 25 closing price
Net Assets
192.45B
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ISTAX vs VMCPX

Header iconISTAX vs VMCPX Comparison
Open Charts ISTAX vs VMCPXBanner chart's image
ICON Equity Investor
Price$26.27
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets49.86M
Vanguard Mid Cap Index InstitutionalPlus
Price$390.87
Change+$2.97 (+0.77%)
VolumeN/A
Net Assets192.45B
ISTAX vs VMCPX Comparison Chart in %
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ISTAX vs. VMCPX commentary
Jul 27, 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 StrongBuy and VMCPX is a Buy.

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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 192B vs. ISTAX (49.9M). 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 : 17.91 vs. ISTAX (2.12). VMCPX return over 5 years is better than : 70.93 vs. ISTAX (4.51).
ISTAXVMCPXISTAX / VMCPX
Total Expense Ratio1.440.034,800%
Annual Report Gross Expense Ratio1.440.034,800%
Fund Existence19 years15 years-
Gain YTD7.2249.83173%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets49.9M192B0%
Annual Yield % from dividends0.401.5426%
Returns for 1 year2.1217.9112%
Returns for 3 years-4.3542.13-10%
Returns for 5 years4.5170.936%
Returns for 10 years32.39132.7024%
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