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ISTAX vs VMCPX
ISTAX vs VMCPX Comparison
Open Charts ISTAX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$370.05
Change+$1.14 (+0.31%)
VolumeN/A
Net Assets185.28B
ISTAX vs VMCPX Comparison Chart
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ISTAX vs. VMCPX commentary
Jun 13, 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: 185B vs. ISTAX (47.3M). VMCPX pays higher dividends than ISTAX: VMCPX (1.54) vs ISTAX (0.41). 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 : 12.22 vs. ISTAX (-4.42). VMCPX return over 5 years is better than : 71.17 vs. ISTAX (1.68).
| 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 | -0.612 | 3.660 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.3M | 185B | 0% |
| Annual Yield % from dividends | 0.41 | 1.54 | 27% |
| Returns for 1 year | -4.42 | 12.22 | -36% |
| Returns for 3 years | -10.34 | 39.75 | -26% |
| Returns for 5 years | 1.68 | 71.17 | 2% |
| Returns for 10 years | 19.02 | 117.31 | 16% |
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