ISTAX
Price
$27.04
Change
-$0.57 (-2.06%)
Updated
Nov 13 closing price
Net Assets
48.74M
VMCIX
Price
$78.58
Change
-$1.34 (-1.68%)
Updated
Nov 13 closing price
Net Assets
198.55B
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ISTAX vs VMCIX

Header iconISTAX vs VMCIX Comparison
Open Charts ISTAX vs VMCIXBanner chart's image
ICON Equity Investor
Price$27.04
Change-$0.57 (-2.06%)
VolumeN/A
Net Assets48.74M
Vanguard Mid Cap Index Institutional
Price$78.58
Change-$1.34 (-1.68%)
VolumeN/A
Net Assets198.55B
ISTAX vs VMCIX Comparison Chart in %
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ISTAX vs. VMCIX 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 VMCIX is a Hold.

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FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. ISTAX (48.7M). VMCIX pays higher dividends than ISTAX: VMCIX (1.50) vs ISTAX (0.37). ISTAX was incepted earlier than VMCIX: ISTAX (19 years) vs VMCIX (28 years). ISTAX (1.44) is less costly to investors than VMCIX (0.04). ISTAX is a more actively managed with annual turnover of: 30.00 vs. VMCIX (16.00). ISTAX has a lower initial minimum investment than VMCIX: ISTAX (1000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 5.69 vs. ISTAX (-3.43). VMCIX return over 5 years is better than : 52.33 vs. ISTAX (-4.14).
ISTAXVMCIXISTAX / VMCIX
Total Expense Ratio1.440.043,600%
Annual Report Gross Expense Ratio1.440.043,600%
Fund Existence19 years28 years-
Gain YTD12.69410.780118%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets48.7M199B0%
Annual Yield % from dividends0.371.5024%
Returns for 1 year-3.435.69-60%
Returns for 3 years-5.7337.88-15%
Returns for 5 years-4.1452.33-8%
Returns for 10 years52.05149.1835%
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