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ICWIX vs VGENX
ICWIX vs VGENX Comparison Chart in %
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ICWIX vs. VGENX commentary
Aug 08, 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 ICWIX is a Hold and VGENX is a Buy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.92B vs. ICWIX (133M). VGENX pays higher dividends than ICWIX: VGENX (3.13) vs ICWIX (1.32). ICWIX was incepted earlier than VGENX: ICWIX (9 years) vs VGENX (41 years). ICWIX (1.10) is less costly to investors than VGENX (0.45). ICWIX is a more actively managed with annual turnover of: 50.88 vs. VGENX (36.00). ICWIX has a lower initial minimum investment than VGENX: ICWIX (1000) vs VGENX (3000). ICWIX annual gain was more profitable for investors over the last year : 20.31 vs. VGENX (-1.77). ICWIX return over 5 years is better than : 155.84 vs. VGENX (46.05).
| ICWIX | VGENX | ICWIX / VGENX | |
| Total Expense Ratio | 1.00 | 0.45 | 222% |
| Annual Report Gross Expense Ratio | 1.10 | 0.45 | 244% |
| Fund Existence | 9 years | 41 years | - |
| Gain YTD | 9.311 | 11.719 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 5.92B | 2% |
| Annual Yield % from dividends | 1.32 | 3.13 | 42% |
| Returns for 1 year | 20.31 | -1.77 | -1,146% |
| Returns for 3 years | 37.92 | 10.64 | 356% |
| Returns for 5 years | 155.84 | 46.05 | 338% |
| Returns for 10 years | N/A | 1.83 | - |
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