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ICAFX vs VTSMX
ICAFX vs VTSMX Comparison
Open Charts ICAFX vs VTSMX
American Funds Invmt Co of Amer F2
Price$52.87
Change-$1.74 (-3.19%)
VolumeN/A
Net Assets144.26B
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
ICAFX vs VTSMX Comparison Chart
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ICAFX vs. VTSMX commentary
Apr 11, 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 ICAFX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. ICAFX (144B). VTSMX (1.25) and ICAFX (1.21) have matching dividends . ICAFX was incepted earlier than VTSMX: ICAFX (17 years) vs VTSMX (33 years). ICAFX (0.37) is less costly to investors than VTSMX (0.14). ICAFX is a more actively managed with annual turnover of: 29.00 vs. VTSMX (2.00). ICAFX has a lower initial minimum investment than VTSMX: ICAFX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 4.72 vs. ICAFX (0.77). VTSMX return over 5 years is better than : 92.15 vs. ICAFX (68.62).
| ICAFX | VTSMX | ICAFX / VTSMX | |
| Total Expense Ratio | 0.37 | 0.14 | 264% |
| Annual Report Gross Expense Ratio | 0.37 | 0.14 | 264% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | -4.931 | -7.881 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.7T | 8% |
| Annual Yield % from dividends | 1.21 | 1.25 | 97% |
| Returns for 1 year | 0.77 | 4.72 | 16% |
| Returns for 3 years | 17.12 | 20.95 | 82% |
| Returns for 5 years | 68.62 | 92.15 | 74% |
| Returns for 10 years | 52.70 | 154.63 | 34% |
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