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ISTAX vs VIMSX
ISTAX vs VIMSX Comparison
Open Charts ISTAX vs VIMSX
Vanguard Mid Cap Index Investor
Price$74.01
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
ISTAX vs VIMSX Comparison Chart
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ISTAX vs. VIMSX commentary
Jun 16, 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. ISTAX (46.2M). VIMSX pays higher dividends than ISTAX: VIMSX (1.40) vs ISTAX (0.41). ISTAX was incepted earlier than VIMSX: ISTAX (19 years) vs VIMSX (27 years). ISTAX (1.44) is less costly to investors than VIMSX (0.17). ISTAX is a more actively managed with annual turnover of: 30.00 vs. VIMSX (16.00). ISTAX has a lower initial minimum investment than VIMSX: ISTAX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 11.58 vs. ISTAX (-5.97). VIMSX return over 5 years is better than : 69.57 vs. ISTAX (-0.36).
| ISTAX | VIMSX | ISTAX / VIMSX | |
| Total Expense Ratio | 1.44 | 0.17 | 847% |
| Annual Report Gross Expense Ratio | 1.44 | 0.17 | 847% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | -2.612 | 2.751 | -95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.2M | 185B | 0% |
| Annual Yield % from dividends | 0.41 | 1.40 | 29% |
| Returns for 1 year | -5.97 | 11.58 | -52% |
| Returns for 3 years | -12.27 | 39.11 | -31% |
| Returns for 5 years | -0.36 | 69.57 | -1% |
| Returns for 10 years | 16.74 | 114.00 | 15% |
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