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IICAX vs VSMPX
IICAX vs VSMPX Comparison
Open Charts IICAX vs VSMPX
AMF Large Cap Equity AMF
Price$11.58
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets52.92M
Vanguard Total Stock Mkt Idx Instl Pls
Price$274.52
Change+$1.35 (+0.49%)
VolumeN/A
Net Assets1.78T
IICAX vs VSMPX Comparison Chart
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IICAX vs. VSMPX commentary
Jan 23, 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 IICAX is a Buy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. IICAX (52.9M). VSMPX pays higher dividends than IICAX: VSMPX (1.36) vs IICAX (0.38). IICAX was incepted earlier than VSMPX: IICAX (72 years) vs VSMPX (10 years). IICAX is a more actively managed with annual turnover of: 8.00 vs. VSMPX (2.00). IICAX has a lower initial minimum investment than VSMPX: IICAX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 24.83 vs. IICAX (13.33). VSMPX return over 5 years is better than : 80.62 vs. IICAX (39.70).
| IICAX | VSMPX | IICAX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 72 years | 10 years | - |
| Gain YTD | 3.025 | 3.757 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.9M | 1.78T | 0% |
| Annual Yield % from dividends | 0.38 | 1.36 | 28% |
| Returns for 1 year | 13.33 | 24.83 | 54% |
| Returns for 3 years | 11.69 | 36.45 | 32% |
| Returns for 5 years | 39.70 | 80.62 | 49% |
| Returns for 10 years | 16.16 | N/A | - |
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