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IICAX vs VTSMX
IICAX vs VTSMX Comparison
Open Charts IICAX vs VTSMX
AMF Large Cap Equity AMF
Price$11.43
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets48.98M
Vanguard Total Stock Mkt Idx I
Price$146.91
Change+$1.27 (+0.87%)
VolumeN/A
Net Assets1.82T
IICAX vs VTSMX Comparison Chart in %
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IICAX vs. VTSMX commentary
Jun 27, 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: 1.82T vs. IICAX (49M). VTSMX pays higher dividends than IICAX: VTSMX (1.18) vs IICAX (0.26). 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 : 11.43 vs. IICAX (1.23). VTSMX return over 5 years is better than : 97.67 vs. IICAX (50.27).
| 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 | 0.952 | 3.321 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49M | 1.82T | 0% |
| Annual Yield % from dividends | 0.26 | 1.18 | 22% |
| Returns for 1 year | 1.23 | 11.43 | 11% |
| Returns for 3 years | 19.90 | 54.19 | 37% |
| Returns for 5 years | 50.27 | 97.67 | 51% |
| Returns for 10 years | 16.15 | 190.87 | 8% |
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