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IICHX vs VTSAX
IICHX vs VTSAX Comparison
Open Charts IICHX vs VTSAX
AMF Large Cap Equity H
Price$11.88
Change+$0.13 (+1.11%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$142.69
Change+$1.57 (+1.11%)
VolumeN/A
CapitalizationN/A
IICHX vs VTSAX Comparison Chart
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IICHX vs. VTSAX commentary
Dec 23, 2024
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 IICHX is a Hold and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. IICHX (52.1M). VTSAX pays higher dividends than IICHX: VTSAX (1.35) vs IICHX (0.54). IICHX was incepted earlier than VTSAX: IICHX (16 years) vs VTSAX (24 years). IICHX is a more actively managed with annual turnover of: 8.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than IICHX: VTSAX (3000) vs IICHX (3000000). VTSAX annual gain was more profitable for investors over the last year : 24.27 vs. IICHX (10.08). VTSAX return over 5 years is better than : 79.25 vs. IICHX (40.49).
| IICHX | VTSAX | IICHX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 19.159 | 23.635 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1M | 1.84T | 0% |
| Annual Yield % from dividends | 0.54 | 1.35 | 40% |
| Returns for 1 year | 10.08 | 24.27 | 42% |
| Returns for 3 years | 4.93 | 24.16 | 20% |
| Returns for 5 years | 40.49 | 79.25 | 51% |
| Returns for 10 years | 11.27 | 184.74 | 6% |