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ISTAX vs VMCPX
ISTAX vs VMCPX Comparison
Open Charts ISTAX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$385.48
Change-$0.94 (-0.24%)
VolumeN/A
Net Assets196.76B
ISTAX vs VMCPX Comparison Chart in %
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ISTAX vs. VMCPX commentary
Aug 17, 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: 197B vs. ISTAX (49.9M). VMCPX pays higher dividends than ISTAX: VMCPX (1.51) vs ISTAX (0.38). 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 : 14.33 vs. ISTAX (5.79). VMCPX return over 5 years is better than : 62.30 vs. ISTAX (-1.63).
| 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 | 8.408 | 8.316 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.9M | 197B | 0% |
| Annual Yield % from dividends | 0.38 | 1.51 | 25% |
| Returns for 1 year | 5.79 | 14.33 | 40% |
| Returns for 3 years | -13.59 | 26.46 | -51% |
| Returns for 5 years | -1.63 | 62.30 | -3% |
| Returns for 10 years | 34.99 | 125.31 | 28% |
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