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IOLZX vs VIMAX
IOLZX vs VIMAX Comparison
Open Charts IOLZX vs VIMAX
ICON Equity Institutional
Price$22.03
Change-$1.51 (-6.41%)
VolumeN/A
Net Assets42.91M
Vanguard Mid Cap Index Admiral
Price$290.06
Change-$18.54 (-6.01%)
VolumeN/A
Net Assets181.84B
IOLZX vs VIMAX Comparison Chart
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IOLZX vs. VIMAX commentary
Apr 05, 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 Hold and VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 182B vs. IOLZX (42.9M). VIMAX pays higher dividends than IOLZX: VIMAX (1.59) vs IOLZX (0.69). IOLZX was incepted earlier than VIMAX: IOLZX (21 years) vs VIMAX (23 years). IOLZX (1.11) is less costly to investors than VIMAX (0.05). VIMAX is a more actively managed with annual turnover of: 13.00 vs. IOLZX (4.00). IOLZX has a lower initial minimum investment than VIMAX: IOLZX (1000) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 6.65 vs. IOLZX (-10.27). VIMAX return over 5 years is better than : 113.24 vs. IOLZX (32.62).
| IOLZX | VIMAX | IOLZX / VIMAX | |
| Total Expense Ratio | 1.11 | 0.05 | 2,220% |
| Annual Report Gross Expense Ratio | 1.11 | 0.05 | 2,220% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -3.646 | -0.623 | 585% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.9M | 182B | 0% |
| Annual Yield % from dividends | 0.69 | 1.59 | 44% |
| Returns for 1 year | -10.27 | 6.65 | -154% |
| Returns for 3 years | -24.86 | 9.78 | -254% |
| Returns for 5 years | 32.62 | 113.24 | 29% |
| Returns for 10 years | 22.48 | 106.23 | 21% |
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