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ISTAX vs VMCPX
ISTAX vs VMCPX Comparison
Open Charts ISTAX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$394.25
Change+$3.08 (+0.79%)
VolumeN/A
Net Assets198.55B
ISTAX vs VMCPX Comparison Chart in %
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ISTAX vs. VMCPX commentary
Dec 04, 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 Hold and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. ISTAX (48.4M). VMCPX pays higher dividends than ISTAX: VMCPX (1.50) vs ISTAX (0.40). ISTAX was incepted earlier than VMCPX: ISTAX (20 years) vs VMCPX (15 years). ISTAX (1.44) is less costly to investors than VMCPX (0.03). ISTAX is a more actively managed with annual turnover of: 30.00 vs. VMCPX (16.00). ISTAX has a lower initial minimum investment than VMCPX: ISTAX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 2.46 vs. ISTAX (-5.96). VMCPX return over 5 years is better than : 44.98 vs. ISTAX (-17.81).
| ISTAX | VMCPX | ISTAX / VMCPX | |
| Total Expense Ratio | 1.44 | 0.03 | 4,800% |
| Annual Report Gross Expense Ratio | 1.44 | 0.03 | 4,800% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | 1.184 | 9.990 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4M | 199B | 0% |
| Annual Yield % from dividends | 0.40 | 1.50 | 27% |
| Returns for 1 year | -5.96 | 2.46 | -243% |
| Returns for 3 years | -1.84 | 34.60 | -5% |
| Returns for 5 years | -17.81 | 44.98 | -40% |
| Returns for 10 years | 31.29 | 139.24 | 22% |
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