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IICAX vs VSMPX
IICAX vs VSMPX Comparison
Open Charts IICAX vs VSMPX
AMF Large Cap Equity AMF
Price$12.05
Change+$0.09 (+0.75%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.48
Change+$0.77 (+0.29%)
VolumeN/A
CapitalizationN/A
IICAX vs VSMPX Comparison Chart
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IICAX vs. VSMPX commentary
Dec 24, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. IICAX (52.1M). 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 : 24.76 vs. IICAX (10.55). VSMPX return over 5 years is better than : 81.16 vs. IICAX (40.36).
| 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 | 19.905 | 24.407 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1M | 1.84T | 0% |
| Annual Yield % from dividends | 0.38 | 1.36 | 28% |
| Returns for 1 year | 10.55 | 24.76 | 43% |
| Returns for 3 years | 3.48 | 23.35 | 15% |
| Returns for 5 years | 40.36 | 81.16 | 50% |
| Returns for 10 years | 10.57 | N/A | - |