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ISTAX vs VSEMX
ISTAX vs VSEMX Comparison
Open Charts ISTAX vs VSEMX
Vanguard Extended Market Index Instl Sel
Price$221.27
Change+$0.51 (+0.23%)
VolumeN/A
Net Assets100.64B
ISTAX vs VSEMX Comparison Chart
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ISTAX vs. VSEMX commentary
May 23, 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 VSEMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 101B vs. ISTAX (46.5M). VSEMX pays higher dividends than ISTAX: VSEMX (1.33) vs ISTAX (0.44). ISTAX was incepted earlier than VSEMX: ISTAX (19 years) vs VSEMX (9 years). ISTAX (1.44) is less costly to investors than VSEMX (0.02). ISTAX is a more actively managed with annual turnover of: 30.00 vs. VSEMX (11.00). 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 : 5.40 vs. ISTAX (-9.73). VSEMX return over 5 years is better than : 66.90 vs. ISTAX (2.85).
| ISTAX | VSEMX | ISTAX / VSEMX | |
| Total Expense Ratio | 1.44 | 0.02 | 7,200% |
| Annual Report Gross Expense Ratio | 1.44 | 0.02 | 7,200% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | -3.755 | -4.586 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.5M | 101B | 0% |
| Annual Yield % from dividends | 0.44 | 1.33 | 33% |
| Returns for 1 year | -9.73 | 5.40 | -180% |
| Returns for 3 years | -17.05 | 30.84 | -55% |
| Returns for 5 years | 2.85 | 66.90 | 4% |
| Returns for 10 years | 13.45 | N/A | - |
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