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FTZFX vs VIMSX
FTZFX vs VIMSX Comparison
Open Charts FTZFX vs VIMSX
FullerThaler Behvrll Uncnstd Eq R6
Price$57.37
Change+$0.40 (+0.70%)
VolumeN/A
Net Assets264.13M
Vanguard Mid Cap Index Investor
Price$79.84
Change+$0.88 (+1.11%)
VolumeN/A
Net Assets199.16B
FTZFX vs VIMSX Comparison Chart in %
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FTZFX vs. VIMSX commentary
Sep 28, 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 FTZFX is a Buy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. FTZFX (264M). VIMSX pays higher dividends than FTZFX: VIMSX (1.35) vs FTZFX (0.17). FTZFX was incepted earlier than VIMSX: FTZFX (7 years) vs VIMSX (27 years). FTZFX (1.14) is less costly to investors than VIMSX (0.17). FTZFX is a more actively managed with annual turnover of: 19.00 vs. VIMSX (16.00). VIMSX has a lower initial minimum investment than FTZFX: VIMSX (3000) vs FTZFX (1000000). FTZFX annual gain was more profitable for investors over the last year : 12.70 vs. VIMSX (11.57). FTZFX return over 5 years is better than : 114.66 vs. VIMSX (70.75).
| FTZFX | VIMSX | FTZFX / VIMSX | |
| Total Expense Ratio | 0.91 | 0.17 | 535% |
| Annual Report Gross Expense Ratio | 1.14 | 0.17 | 671% |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | 12.314 | 10.845 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 199B | 0% |
| Annual Yield % from dividends | 0.17 | 1.35 | 13% |
| Returns for 1 year | 12.70 | 11.57 | 110% |
| Returns for 3 years | 94.82 | 55.74 | 170% |
| Returns for 5 years | 114.66 | 70.75 | 162% |
| Returns for 10 years | N/A | 160.66 | - |
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