Interact to see
Advertisement
Advertisement
IICAX vs VTSMX
IICAX vs VTSMX Comparison
Open Charts IICAX vs VTSMX
AMF Large Cap Equity AMF
Price$12.47
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets53.1M
Vanguard Total Stock Mkt Idx I
Price$160.59
Change+$0.10 (+0.06%)
VolumeN/A
Net Assets1.95T
IICAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IICAX vs. VTSMX commentary
Oct 06, 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: 1.95T vs. IICAX (53.1M). VTSMX pays higher dividends than IICAX: VTSMX (1.04) vs IICAX (0.15). 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 : 17.93 vs. IICAX (4.27). VTSMX return over 5 years is better than : 94.50 vs. IICAX (49.88).
| 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 | 11.117 | 13.963 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.1M | 1.95T | 0% |
| Annual Yield % from dividends | 0.15 | 1.04 | 14% |
| Returns for 1 year | 4.27 | 17.93 | 24% |
| Returns for 3 years | 34.76 | 74.14 | 47% |
| Returns for 5 years | 49.88 | 94.50 | 53% |
| Returns for 10 years | 32.73 | 236.17 | 14% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement