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IICAX vs VTSMX
IICAX vs VTSMX Comparison
Open Charts IICAX vs VTSMX
AMF Large Cap Equity AMF
Price$11.33
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets48.71M
Vanguard Total Stock Mkt Idx I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
IICAX vs VTSMX Comparison Chart
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IICAX vs. VTSMX commentary
Jun 07, 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 (48.7M). 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 : 10.96 vs. IICAX (3.11). VTSMX return over 5 years is better than : 80.94 vs. IICAX (42.01).
| 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 | 0.328 | 0.817 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.7M | 1.82T | 0% |
| Annual Yield % from dividends | 0.26 | 1.18 | 22% |
| Returns for 1 year | 3.11 | 10.96 | 28% |
| Returns for 3 years | 12.02 | 40.34 | 30% |
| Returns for 5 years | 42.01 | 80.94 | 52% |
| Returns for 10 years | 14.12 | 179.94 | 8% |
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