ISTAX
Price
$27.87
Change
+$0.80 (+2.96%)
Updated
Feb 3 closing price
Net Assets
52.86M
VMCPX
Price
$400.45
Change
+$5.12 (+1.30%)
Updated
Feb 3 closing price
Net Assets
198.74B
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ISTAX vs VMCPX

Header iconISTAX vs VMCPX Comparison
Open Charts ISTAX vs VMCPXBanner chart's image
ICON Equity Investor
Price$27.87
Change+$0.80 (+2.96%)
VolumeN/A
Net Assets52.86M
Vanguard Mid Cap Index InstitutionalPlus
Price$400.45
Change+$5.12 (+1.30%)
VolumeN/A
Net Assets198.74B
ISTAX vs VMCPX Comparison Chart in %
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ISTAX vs. VMCPX 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 VMCPX is a Hold.

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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. ISTAX (52.9M). VMCPX pays higher dividends than ISTAX: VMCPX (1.50) vs ISTAX (0.57). 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). ISTAX annual gain was more profitable for investors over the last year : 10.40 vs. VMCPX (8.25). VMCPX return over 5 years is better than : 38.89 vs. ISTAX (-18.15).
ISTAXVMCPXISTAX / VMCPX
Total Expense Ratio1.440.034,800%
Annual Report Gross Expense Ratio1.440.034,800%
Fund Existence20 years15 years-
Gain YTD9.8542.283432%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets52.9M199B0%
Annual Yield % from dividends0.571.5038%
Returns for 1 year10.408.25126%
Returns for 3 years8.1134.0524%
Returns for 5 years-18.1538.89-47%
Returns for 10 years83.67180.6346%
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