ISTAX
Price
$27.87
Change
+$0.80 (+2.96%)
Updated
Feb 3 closing price
Net Assets
52.86M
VMCIX
Price
$81.20
Change
+$1.04 (+1.30%)
Updated
Feb 3 closing price
Net Assets
198.74B
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ISTAX vs VMCIX

Header iconISTAX vs VMCIX Comparison
Open Charts ISTAX vs VMCIXBanner chart's image
ICON Equity Investor
Price$27.87
Change+$0.80 (+2.96%)
VolumeN/A
Net Assets52.86M
Vanguard Mid Cap Index Institutional
Price$81.20
Change+$1.04 (+1.30%)
VolumeN/A
Net Assets198.74B
ISTAX vs VMCIX Comparison Chart in %
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ISTAX vs. VMCIX 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 Hold and VMCIX is a Hold.

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FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. ISTAX (52.9M). VMCIX pays higher dividends than ISTAX: VMCIX (1.49) vs ISTAX (0.57). ISTAX was incepted earlier than VMCIX: ISTAX (20 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). ISTAX annual gain was more profitable for investors over the last year : 10.40 vs. VMCIX (8.25). VMCIX return over 5 years is better than : 38.88 vs. ISTAX (-18.15).
ISTAXVMCIXISTAX / VMCIX
Total Expense Ratio1.440.043,600%
Annual Report Gross Expense Ratio1.440.043,600%
Fund Existence20 years28 years-
Gain YTD9.8542.293430%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets52.9M199B0%
Annual Yield % from dividends0.571.4938%
Returns for 1 year10.408.25126%
Returns for 3 years8.1134.0624%
Returns for 5 years-18.1538.88-47%
Returns for 10 years83.67180.6546%
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