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IOLZX vs VIMSX
IOLZX vs VIMSX Comparison
Open Charts IOLZX vs VIMSX
ICON Equity Institutional
Price$28.30
Change-$0.85 (-2.92%)
VolumeN/A
Net Assets48.32M
Vanguard Mid Cap Index Investor
Price$78.17
Change-$1.84 (-2.30%)
VolumeN/A
Net Assets201.28B
IOLZX vs VIMSX Comparison Chart in %
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IOLZX vs. VIMSX commentary
Oct 11, 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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 201B vs. IOLZX (48.3M). VIMSX pays higher dividends than IOLZX: VIMSX (1.36) vs IOLZX (0.59). IOLZX was incepted earlier than VIMSX: IOLZX (21 years) vs VIMSX (27 years). IOLZX (1.19) is less costly to investors than VIMSX (0.17). IOLZX is a more actively managed with annual turnover of: 30.00 vs. VIMSX (16.00). IOLZX has a lower initial minimum investment than VIMSX: IOLZX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 11.35 vs. IOLZX (4.24). VIMSX return over 5 years is better than : 59.49 vs. IOLZX (0.13).
| IOLZX | VIMSX | IOLZX / VIMSX | |
| Total Expense Ratio | 1.19 | 0.17 | 700% |
| Annual Report Gross Expense Ratio | 1.19 | 0.17 | 700% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 10.710 | 11.111 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.3M | 201B | 0% |
| Annual Yield % from dividends | 0.59 | 1.36 | 44% |
| Returns for 1 year | 4.24 | 11.35 | 37% |
| Returns for 3 years | 2.37 | 55.81 | 4% |
| Returns for 5 years | 0.13 | 59.49 | 0% |
| Returns for 10 years | 57.48 | 145.99 | 39% |
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