ISTAX
Price
$21.16
Change
+$0.06 (+0.28%)
Updated
Apr 17 closing price
Net Assets
41.1M
VSEMX
Price
$197.53
Change
+$1.57 (+0.80%)
Updated
Apr 17 closing price
Net Assets
101.44B
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ISTAX vs VSEMX

Header iconISTAX vs VSEMX Comparison
Open Charts ISTAX vs VSEMXBanner chart's image
ICON Equity Investor
Price$21.16
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets41.1M
Vanguard Extended Market Index Instl Sel
Price$197.53
Change+$1.57 (+0.80%)
VolumeN/A
Net Assets101.44B
ISTAX vs VSEMX Comparison Chart
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ISTAX vs. VSEMX commentary
Apr 18, 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 Buy.

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FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 101B vs. ISTAX (41.1M). VSEMX pays higher dividends than ISTAX: VSEMX (1.32) vs ISTAX (0.42). ISTAX was incepted earlier than VSEMX: ISTAX (19 years) vs VSEMX (9 years). ISTAX (1.36) is less costly to investors than VSEMX (0.02). 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 : -0.35 vs. ISTAX (-16.69). VSEMX return over 5 years is better than : 66.33 vs. ISTAX (-1.85).
ISTAXVSEMXISTAX / VSEMX
Total Expense Ratio1.360.026,800%
Annual Report Gross Expense Ratio1.360.026,800%
Fund Existence19 years9 years-
Gain YTD-13.878-14.30297%
Front LoadN/AN/A-
Min. Initial Investment100030000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets41.1M101B0%
Annual Yield % from dividends0.421.3232%
Returns for 1 year-16.69-0.354,771%
Returns for 3 years-32.612.46-1,327%
Returns for 5 years-1.8566.33-3%
Returns for 10 years2.54N/A-
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