Ad is loading...
IICAX vs VTSMX
IICAX vs VTSMX Comparison
Open Charts IICAX vs VTSMX
AMF Large Cap Equity AMF
Price$11.58
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets52.92M
Vanguard Total Stock Mkt Idx I
Price$146.29
Change+$0.72 (+0.49%)
VolumeN/A
Net Assets1.78T
IICAX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IICAX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. IICAX (52.9M). VTSMX pays higher dividends than IICAX: VTSMX (1.26) vs IICAX (0.38). IICAX was incepted earlier than VTSMX: IICAX (72 years) vs VTSMX (33 years). IICAX is a more actively managed with annual turnover of: 8.00 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 : 24.81 vs. IICAX (13.33). VTSMX return over 5 years is better than : 80.56 vs. IICAX (39.70).
| IICAX | VTSMX | IICAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 72 years | 33 years | - |
| Gain YTD | 3.025 | 3.752 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.9M | 1.78T | 0% |
| Annual Yield % from dividends | 0.38 | 1.26 | 30% |
| Returns for 1 year | 13.33 | 24.81 | 54% |
| Returns for 3 years | 11.69 | 36.40 | 32% |
| Returns for 5 years | 39.70 | 80.56 | 49% |
| Returns for 10 years | 16.16 | 194.81 | 8% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RNGBX | 55.55 | 0.44 | +0.80% |
| American Funds New Economy R2 | |||
| JCPRX | 22.32 | 0.13 | +0.59% |
| JPMorgan US Large Cap Core Plus R5 | |||
| GSIWX | 27.78 | N/A | N/A |
| Goldman Sachs International Eq ESG R6 | |||
| CIOAX | 16.87 | -0.01 | -0.06% |
| Calvert International Opportunities A | |||
| USPCX | 29.27 | -0.09 | -0.31% |
| Union Street Partners Value C | |||