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IICAX vs VTSMX
IICAX vs VTSMX Comparison
Open Charts IICAX vs VTSMX
AMF Large Cap Equity AMF
Price$10.41
Change+$0.19 (+1.86%)
VolumeN/A
Net Assets44.88M
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
IICAX vs VTSMX Comparison Chart
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IICAX vs. VTSMX commentary
Apr 25, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. IICAX (44.9M). VTSMX pays higher dividends than IICAX: VTSMX (1.25) vs IICAX (0.27). IICAX was incepted earlier than VTSMX: IICAX (72 years) vs VTSMX (33 years). IICAX (1.84) is less costly to investors than VTSMX (0.14). IICAX is a more actively managed with annual turnover of: 10.00 vs. VTSMX (2.00). IICAX has a lower initial minimum investment than VTSMX: IICAX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 5.27 vs. IICAX (-2.86). VTSMX return over 5 years is better than : 86.77 vs. IICAX (44.23).
| IICAX | VTSMX | IICAX / VTSMX | |
| Total Expense Ratio | 1.84 | 0.14 | 1,314% |
| Annual Report Gross Expense Ratio | 1.84 | 0.14 | 1,314% |
| Fund Existence | 72 years | 33 years | - |
| Gain YTD | -8.938 | -9.023 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.9M | 1.7T | 0% |
| Annual Yield % from dividends | 0.27 | 1.25 | 21% |
| Returns for 1 year | -2.86 | 5.27 | -54% |
| Returns for 3 years | -0.67 | 22.56 | -3% |
| Returns for 5 years | 44.23 | 86.77 | 51% |
| Returns for 10 years | 2.23 | 150.14 | 1% |
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