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ISTAX vs VSEMX
ISTAX vs VSEMX Comparison
Open Charts ISTAX vs VSEMX
Vanguard Extended Market Index Instl Sel
Price$240.81
Change+$1.61 (+0.67%)
VolumeN/A
Net Assets111.13B
ISTAX vs VSEMX Comparison Chart
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ISTAX vs. VSEMX commentary
Jan 19, 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 VSEMX is a Hold.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 111B vs. ISTAX (51.2M). VSEMX pays higher dividends than ISTAX: VSEMX (1.23) vs ISTAX (0.40). ISTAX was incepted earlier than VSEMX: ISTAX (19 years) vs VSEMX (9 years). VSEMX is a more actively managed with annual turnover of: 11.00 vs. ISTAX (4.00). ISTAX has a lower initial minimum investment than VSEMX: ISTAX (1000) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 24.97 vs. ISTAX (0.77). VSEMX return over 5 years is better than : 54.76 vs. ISTAX (-10.39).
| ISTAX | VSEMX | ISTAX / VSEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 3.469 | 3.990 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.2M | 111B | 0% |
| Annual Yield % from dividends | 0.40 | 1.23 | 33% |
| Returns for 1 year | 0.77 | 24.97 | 3% |
| Returns for 3 years | -24.49 | 18.32 | -134% |
| Returns for 5 years | -10.39 | 54.76 | -19% |
| Returns for 10 years | 31.70 | N/A | - |
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