Interact to see
Advertisement
Advertisement
ISTAX vs VIMSX
ISTAX vs VIMSX Comparison
Open Charts ISTAX vs VIMSX
Vanguard Mid Cap Index Investor
Price$80.35
Change-$0.83 (-1.02%)
VolumeN/A
Net Assets199.59B
ISTAX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ISTAX vs. VIMSX commentary
Dec 14, 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: 200B vs. ISTAX (49.5M). VIMSX pays higher dividends than ISTAX: VIMSX (1.37) vs ISTAX (0.40). ISTAX was incepted earlier than VIMSX: ISTAX (20 years) vs VIMSX (28 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 : 6.88 vs. ISTAX (0.18). VIMSX return over 5 years is better than : 47.55 vs. ISTAX (-14.05).
| ISTAX | VIMSX | ISTAX / VIMSX | |
| Total Expense Ratio | 1.44 | 0.17 | 847% |
| Annual Report Gross Expense Ratio | 1.44 | 0.17 | 847% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 5.918 | 12.736 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.5M | 200B | 0% |
| Annual Yield % from dividends | 0.40 | 1.37 | 29% |
| Returns for 1 year | 0.18 | 6.88 | 3% |
| Returns for 3 years | 5.91 | 40.80 | 14% |
| Returns for 5 years | -14.05 | 47.55 | -30% |
| Returns for 10 years | 45.37 | 155.92 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement