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IICAX vs VTSMX
IICAX vs VTSMX Comparison
Open Charts IICAX vs VTSMX
AMF Large Cap Equity AMF
Price$12.16
Change+$0.10 (+0.83%)
VolumeN/A
Net Assets51.97M
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
IICAX vs VTSMX Comparison Chart in %
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IICAX vs. VTSMX commentary
Sep 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 (52M). VTSMX pays higher dividends than IICAX: VTSMX (1.07) vs IICAX (0.21). 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 : 18.26 vs. IICAX (5.72). VTSMX return over 5 years is better than : 85.31 vs. IICAX (44.21).
| 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 | 8.347 | 10.550 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52M | 1.95T | 0% |
| Annual Yield % from dividends | 0.21 | 1.07 | 20% |
| Returns for 1 year | 5.72 | 18.26 | 31% |
| Returns for 3 years | 28.55 | 63.95 | 45% |
| Returns for 5 years | 44.21 | 85.31 | 52% |
| Returns for 10 years | 31.88 | 224.80 | 14% |
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