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IOLZX vs VEMPX
IOLZX vs VEMPX Comparison
Open Charts IOLZX vs VEMPX
ICON Equity Institutional
Price$27.79
Change+$0.16 (+0.58%)
VolumeN/A
Net Assets48.71M
Vanguard Extended Market Index InstlPlus
Price$369.15
Change+$0.09 (+0.02%)
VolumeN/A
Net Assets78.9B
IOLZX vs VEMPX Comparison Chart in %
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IOLZX vs. VEMPX commentary
Aug 08, 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 IOLZX is a StrongBuy and VEMPX is a Hold.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 78.9B vs. IOLZX (48.7M). VEMPX pays higher dividends than IOLZX: VEMPX (1.13) vs IOLZX (0.63). IOLZX was incepted earlier than VEMPX: IOLZX (21 years) vs VEMPX (15 years). IOLZX (1.19) is less costly to investors than VEMPX (0.04). IOLZX is a more actively managed with annual turnover of: 30.00 vs. VEMPX (11.00). IOLZX has a lower initial minimum investment than VEMPX: IOLZX (1000) vs VEMPX (100000000). VEMPX annual gain was more profitable for investors over the last year : 19.20 vs. IOLZX (7.88). VEMPX return over 5 years is better than : 54.61 vs. IOLZX (0.47).
| IOLZX | VEMPX | IOLZX / VEMPX | |
| Total Expense Ratio | 1.19 | 0.04 | 2,975% |
| Annual Report Gross Expense Ratio | 1.19 | 0.04 | 2,975% |
| Fund Existence | 21 years | 15 years | - |
| Gain YTD | 4.937 | 3.956 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.7M | 78.9B | 0% |
| Annual Yield % from dividends | 0.63 | 1.13 | 55% |
| Returns for 1 year | 7.88 | 19.20 | 41% |
| Returns for 3 years | -11.24 | 34.36 | -33% |
| Returns for 5 years | 0.47 | 54.61 | 1% |
| Returns for 10 years | 38.86 | 127.21 | 31% |
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