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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
Aug 26, 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 Buy and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 225B vs. ISTAX (55.6M). VMCPX pays higher dividends than ISTAX: VMCPX (1.33) vs ISTAX (0.48). ISTAX was incepted earlier than VMCPX: ISTAX (20 years) vs VMCPX (16 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 : 18.65 vs. VMCPX (14.92). VMCPX return over 5 years is better than : 36.46 vs. ISTAX (-18.42).
| 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 | 16 years | - |
| Gain YTD | 26.054 | 14.222 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.6M | 225B | 0% |
| Annual Yield % from dividends | 0.48 | 1.33 | 36% |
| Returns for 1 year | 18.65 | 14.92 | 125% |
| Returns for 3 years | 25.44 | 55.01 | 46% |
| Returns for 5 years | -18.42 | 36.46 | -51% |
| Returns for 10 years | 77.76 | 161.14 | 48% |
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