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ISTAX vs VIMSX
ISTAX vs VIMSX Comparison
Open Charts ISTAX vs VIMSX
Vanguard Mid Cap Index Investor
Price$79.16
Change+$0.16 (+0.20%)
VolumeN/A
Net Assets199.16B
ISTAX vs VIMSX Comparison Chart in %
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ISTAX vs. VIMSX commentary
Sep 09, 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. ISTAX (50M). VIMSX pays higher dividends than ISTAX: VIMSX (1.35) vs ISTAX (0.36). 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 : 16.64 vs. ISTAX (9.58). VIMSX return over 5 years is better than : 66.39 vs. ISTAX (3.09).
| 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 | 11.143 | 9.901 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50M | 199B | 0% |
| Annual Yield % from dividends | 0.36 | 1.35 | 27% |
| Returns for 1 year | 9.58 | 16.64 | 58% |
| Returns for 3 years | -7.81 | 34.54 | -23% |
| Returns for 5 years | 3.09 | 66.39 | 5% |
| Returns for 10 years | 45.90 | 142.88 | 32% |
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