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ISTAX vs VMCPX
ISTAX vs VMCPX Comparison
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ISTAX vs VMCPX Comparison Chart in %
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ISTAX vs. VMCPX commentary
Jun 03, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 214B vs. ISTAX (56.4M). VMCPX pays higher dividends than ISTAX: VMCPX (1.38) vs ISTAX (0.49). ISTAX was incepted earlier than VMCPX: ISTAX (20 years) vs VMCPX (15 years). ISTAX (1.41) is less costly to investors than VMCPX (0.02). ISTAX is a more actively managed with annual turnover of: 23.00 vs. VMCPX (16.00). ISTAX has a lower initial minimum investment than VMCPX: ISTAX (1000) vs VMCPX (100000000). ISTAX annual gain was more profitable for investors over the last year : 36.87 vs. VMCPX (17.07). VMCPX return over 5 years is better than : 36.98 vs. ISTAX (-13.84).
| ISTAX | VMCPX | ISTAX / VMCPX | |
| Total Expense Ratio | 1.41 | 0.02 | 7,050% |
| Annual Report Gross Expense Ratio | 1.41 | 0.02 | 7,050% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | 27.986 | 9.192 | 304% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.4M | 214B | 0% |
| Annual Yield % from dividends | 0.49 | 1.38 | 36% |
| Returns for 1 year | 36.87 | 17.07 | 216% |
| Returns for 3 years | 35.75 | 51.72 | 69% |
| Returns for 5 years | -13.84 | 36.98 | -37% |
| Returns for 10 years | 83.91 | 159.34 | 53% |
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