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ISTAX vs VMCPX
ISTAX vs VMCPX Comparison
Open Charts ISTAX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$394.64
Change+$4.35 (+1.11%)
VolumeN/A
Net Assets199.16B
ISTAX vs VMCPX Comparison Chart in %
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ISTAX vs. VMCPX commentary
Sep 29, 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 Hold and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. ISTAX (49.1M). VMCPX pays higher dividends than ISTAX: VMCPX (1.48) vs ISTAX (0.36). 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 : 11.61 vs. ISTAX (4.65). VMCPX return over 5 years is better than : 70.96 vs. ISTAX (4.83).
| 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 | 11.755 | 10.890 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.1M | 199B | 0% |
| Annual Yield % from dividends | 0.36 | 1.48 | 25% |
| Returns for 1 year | 4.65 | 11.61 | 40% |
| Returns for 3 years | 3.03 | 55.87 | 5% |
| Returns for 5 years | 4.83 | 70.96 | 7% |
| Returns for 10 years | 57.22 | 161.17 | 36% |
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