IOLZX
Price
$35.94
Change
+$0.13 (+0.36%)
Updated
Jun 22 closing price
Net Assets
58.49M
VEMPX
Price
$450.90
Change
-$0.54 (-0.12%)
Updated
Jun 22 closing price
Net Assets
93.74B
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IOLZX vs VEMPX

IOLZX vs VEMPX Comparison Chart in %
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IOLZX vs. VEMPX commentary
Jun 24, 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 Buy and VEMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 93.7B vs. IOLZX (58.5M). VEMPX pays higher dividends than IOLZX: VEMPX (1.03) vs IOLZX (0.73). IOLZX was incepted earlier than VEMPX: IOLZX (22 years) vs VEMPX (15 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 : 41.69 vs. VEMPX (29.51). VEMPX return over 5 years is better than : 30.48 vs. IOLZX (-6.88).
IOLZXVEMPXIOLZX / VEMPX
Total Expense Ratio1.160.043,314%
Annual Report Gross Expense Ratio1.160.043,314%
Fund Existence22 years15 years-
Gain YTD30.88115.441200%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets58.5M93.7B0%
Annual Yield % from dividends0.731.0370%
Returns for 1 year41.6929.51141%
Returns for 3 years39.7969.5357%
Returns for 5 years-6.8830.48-23%
Returns for 10 years113.26199.8857%
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