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FTZIX vs VIMSX
FTZIX vs VIMSX Comparison
Open Charts FTZIX vs VIMSX
FullerThaler Behavrl Uncnstd Eq
Price$51.86
Change-$0.98 (-1.85%)
VolumeN/A
Net Assets223.71M
Vanguard Mid Cap Index Investor
Price$74.01
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
FTZIX vs VIMSX Comparison Chart
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FTZIX vs. VIMSX commentary
Jun 15, 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 FTZIX is a StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. FTZIX (224M). VIMSX pays higher dividends than FTZIX: VIMSX (1.40) vs FTZIX (0.11). FTZIX was incepted earlier than VIMSX: FTZIX (6 years) vs VIMSX (27 years). FTZIX (1.27) is less costly to investors than VIMSX (0.17). FTZIX is a more actively managed with annual turnover of: 19.00 vs. VIMSX (16.00). VIMSX has a lower initial minimum investment than FTZIX: VIMSX (3000) vs FTZIX (100000). VIMSX (11.58) and FTZIX (11.51) have marching annual gain over last year. FTZIX return over 5 years is better than : 107.64 vs. VIMSX (69.57).
| FTZIX | VIMSX | FTZIX / VIMSX | |
| Total Expense Ratio | 1.01 | 0.17 | 594% |
| Annual Report Gross Expense Ratio | 1.27 | 0.17 | 747% |
| Fund Existence | 6 years | 27 years | - |
| Gain YTD | 1.626 | 2.751 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 185B | 0% |
| Annual Yield % from dividends | 0.11 | 1.40 | 8% |
| Returns for 1 year | 11.51 | 11.58 | 99% |
| Returns for 3 years | 68.19 | 39.11 | 174% |
| Returns for 5 years | 107.64 | 69.57 | 155% |
| Returns for 10 years | N/A | 114.00 | - |
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