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IOLZX vs VIMSX
IOLZX vs VIMSX Comparison
Open Charts IOLZX vs VIMSX
ICON Equity Institutional
Price$23.58
Change+$0.49 (+2.12%)
VolumeN/A
Net Assets41.77M
Vanguard Mid Cap Index Investor
Price$69.28
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets175.23B
IOLZX vs VIMSX Comparison Chart
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IOLZX vs. VIMSX commentary
Apr 26, 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 Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. IOLZX (41.8M). VIMSX pays higher dividends than IOLZX: VIMSX (1.46) vs IOLZX (0.69). IOLZX was incepted earlier than VIMSX: IOLZX (21 years) vs VIMSX (27 years). IOLZX (1.11) is less costly to investors than VIMSX (0.17). VIMSX is a more actively managed with annual turnover of: 13.00 vs. IOLZX (4.00). 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 : 4.35 vs. IOLZX (-16.48). VIMSX return over 5 years is better than : 72.94 vs. IOLZX (6.47).
| IOLZX | VIMSX | IOLZX / VIMSX | |
| Total Expense Ratio | 1.11 | 0.17 | 653% |
| Annual Report Gross Expense Ratio | 1.11 | 0.17 | 653% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | -12.305 | -5.454 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.8M | 175B | 0% |
| Annual Yield % from dividends | 0.69 | 1.46 | 47% |
| Returns for 1 year | -16.48 | 4.35 | -379% |
| Returns for 3 years | -26.66 | 10.19 | -262% |
| Returns for 5 years | 6.47 | 72.94 | 9% |
| Returns for 10 years | 10.94 | 96.13 | 11% |
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