IOLZX
Price
$33.54
Change
+$0.08 (+0.24%)
Updated
Sep 18 closing price
Net Assets
52.48M
VEMPX
Price
$440.46
Change
-$1.95 (-0.44%)
Updated
Sep 18 closing price
Net Assets
95.33B
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IOLZX vs VEMPX

IOLZX vs VEMPX Comparison Chart in %
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IOLZX vs. VEMPX commentary
Sep 20, 2026

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 Hold and VEMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 95.3B vs. IOLZX (52.5M). VEMPX pays higher dividends than IOLZX: VEMPX (1.02) vs IOLZX (0.72). IOLZX was incepted earlier than VEMPX: IOLZX (22 years) vs VEMPX (16 years). IOLZX (1.16) is less costly to investors than VEMPX (0.04). IOLZX is a more actively managed with annual turnover of: 23.00 vs. VEMPX (12.00). IOLZX has a lower initial minimum investment than VEMPX: IOLZX (1000) vs VEMPX (100000000). IOLZX annual gain was more profitable for investors over the last year : 12.80 vs. VEMPX (10.79). VEMPX return over 5 years is better than : 27.16 vs. IOLZX (-14.93).
IOLZXVEMPXIOLZX / VEMPX
Total Expense Ratio1.160.043,314%
Annual Report Gross Expense Ratio1.160.043,314%
Fund Existence22 years16 years-
Gain YTD22.14112.708174%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets52.5M95.3B0%
Annual Yield % from dividends0.721.0270%
Returns for 1 year12.8010.79119%
Returns for 3 years23.9661.8139%
Returns for 5 years-14.9327.16-55%
Returns for 10 years87.12172.1751%
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