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ISTAX vs VIMSX
ISTAX vs VIMSX Comparison
Open Charts ISTAX vs VIMSX
Vanguard Mid Cap Index Investor
Price$81.03
Change+$1.02 (+1.27%)
VolumeN/A
Net Assets198.74B
ISTAX vs VIMSX Comparison Chart in %
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ISTAX vs. VIMSX commentary
Feb 04, 2026
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 StrongBuy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. ISTAX (52.9M). VIMSX pays higher dividends than ISTAX: VIMSX (1.37) vs ISTAX (0.57). 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). ISTAX annual gain was more profitable for investors over the last year : 10.40 vs. VIMSX (8.23). VIMSX return over 5 years is better than : 38.77 vs. ISTAX (-18.15).
| 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 | 9.854 | 2.272 | 434% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.9M | 199B | 0% |
| Annual Yield % from dividends | 0.57 | 1.37 | 42% |
| Returns for 1 year | 10.40 | 8.23 | 126% |
| Returns for 3 years | 8.11 | 33.97 | 24% |
| Returns for 5 years | -18.15 | 38.77 | -47% |
| Returns for 10 years | 83.67 | 180.15 | 46% |
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