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ISTAX vs VIMSX
ISTAX vs VIMSX Comparison
Open Charts ISTAX vs VIMSX
Vanguard Mid Cap Index Investor
Price$78.42
Change-$1.34 (-1.68%)
VolumeN/A
Net Assets198.55B
ISTAX vs VIMSX Comparison Chart in %
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ISTAX vs. VIMSX commentary
Nov 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 Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. ISTAX (48.7M). VIMSX pays higher dividends than ISTAX: VIMSX (1.38) vs ISTAX (0.37). ISTAX was incepted earlier than VIMSX: ISTAX (19 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 : 5.67 vs. ISTAX (-3.43). VIMSX return over 5 years is better than : 52.23 vs. ISTAX (-4.14).
| 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 | 28 years | - |
| Gain YTD | 12.694 | 10.764 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.7M | 199B | 0% |
| Annual Yield % from dividends | 0.37 | 1.38 | 27% |
| Returns for 1 year | -3.43 | 5.67 | -60% |
| Returns for 3 years | -5.73 | 37.82 | -15% |
| Returns for 5 years | -4.14 | 52.23 | -8% |
| Returns for 10 years | 52.05 | 148.83 | 35% |
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