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ISTAX vs VMCPX
ISTAX vs VMCPX Comparison
Open Charts ISTAX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
ISTAX vs VMCPX Comparison Chart
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ISTAX vs. VMCPX commentary
Jun 16, 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: 185B vs. ISTAX (46.2M). VMCPX pays higher dividends than ISTAX: VMCPX (1.54) vs ISTAX (0.41). ISTAX was incepted earlier than VMCPX: ISTAX (19 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 : 11.60 vs. ISTAX (-5.97). VMCPX return over 5 years is better than : 69.72 vs. ISTAX (-0.36).
| 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 | 19 years | 15 years | - |
| Gain YTD | -2.612 | 2.781 | -94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.2M | 185B | 0% |
| Annual Yield % from dividends | 0.41 | 1.54 | 27% |
| Returns for 1 year | -5.97 | 11.60 | -51% |
| Returns for 3 years | -12.27 | 39.16 | -31% |
| Returns for 5 years | -0.36 | 69.72 | -1% |
| Returns for 10 years | 16.74 | 114.26 | 15% |
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