Interact to see
Advertisement
Advertisement
ISTAX vs VIMSX
ISTAX vs VIMSX Comparison
Open Charts ISTAX vs VIMSX
Vanguard Mid Cap Index Investor
Price$78.75
Change-$0.35 (-0.44%)
VolumeN/A
Net Assets192.45B
ISTAX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ISTAX vs. VIMSX commentary
Jul 29, 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: 192B vs. ISTAX (49.9M). VIMSX pays higher dividends than ISTAX: VIMSX (1.40) vs ISTAX (0.40). 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 : 16.02 vs. ISTAX (0.83). VIMSX return over 5 years is better than : 66.85 vs. ISTAX (2.45).
| 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 | 7.020 | 9.332 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.9M | 192B | 0% |
| Annual Yield % from dividends | 0.40 | 1.40 | 28% |
| Returns for 1 year | 0.83 | 16.02 | 5% |
| Returns for 3 years | -9.53 | 34.43 | -28% |
| Returns for 5 years | 2.45 | 66.85 | 4% |
| Returns for 10 years | 32.07 | 128.42 | 25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement