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IOLZX vs RPTIX
IOLZX vs RPTIX Comparison
Open Charts IOLZX vs RPTIX
ICON Equity Institutional
Price$27.98
Change-$0.18 (-0.64%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Mid-Cap Growth I
Price$109.40
Change-$0.77 (-0.70%)
VolumeN/A
CapitalizationN/A
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IOLZX vs RPTIX Comparison Chart
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IOLZX vs. RPTIX commentary
Sep 21, 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 IOLZX is a Buy and RPTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 31.4B vs. IOLZX (50.6M). IOLZX pays higher dividends than RPTIX: IOLZX (0.64) vs RPTIX (0.18). IOLZX was incepted earlier than RPTIX: IOLZX (20 years) vs RPTIX (9 years). RPTIX is a more actively managed with annual turnover of: 21.70 vs. IOLZX (4.00). IOLZX has a lower initial minimum investment than RPTIX: IOLZX (1000) vs RPTIX (500000). RPTIX annual gain was more profitable for investors over the last year : 14.81 vs. IOLZX (3.54). RPTIX return over 5 years is better than : 15.09 vs. IOLZX (5.18).
| IOLZX | RPTIX | IOLZX / RPTIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 1.084 | 9.127 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.6M | 31.4B | 0% |
| Annual Yield % from dividends | 0.64 | 0.18 | 354% |
| Returns for 1 year | 3.54 | 14.81 | 24% |
| Returns for 3 years | -28.45 | -13.57 | 210% |
| Returns for 5 years | 5.18 | 15.09 | 34% |
| Returns for 10 years | 53.56 | N/A | - |
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