IOLZX
Price
$35.08
Change
+$0.41 (+1.18%)
Updated
Aug 21 closing price
Net Assets
56.54M
VEMPX
Price
$459.71
Change
+$3.92 (+0.86%)
Updated
Aug 21 closing price
Net Assets
93.63B
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IOLZX vs VEMPX

IOLZX vs VEMPX Comparison Chart in %
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IOLZX vs. VEMPX commentary
Aug 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 Hold and VEMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 93.6B vs. IOLZX (56.5M). VEMPX pays higher dividends than IOLZX: VEMPX (1.05) vs IOLZX (0.70). 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 (23.93) and VEMPX (23.90) have marching annual gain over last year. VEMPX return over 5 years is better than : 36.17 vs. IOLZX (-11.87).
IOLZXVEMPXIOLZX / VEMPX
Total Expense Ratio1.160.043,314%
Annual Report Gross Expense Ratio1.160.043,314%
Fund Existence22 years16 years-
Gain YTD27.74917.634157%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets56.5M93.6B0%
Annual Yield % from dividends0.701.0567%
Returns for 1 year23.9323.90100%
Returns for 3 years29.5669.8442%
Returns for 5 years-11.8736.17-33%
Returns for 10 years90.33178.7851%
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