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IOLZX vs VIMSX
IOLZX vs VIMSX Comparison
Open Charts IOLZX vs VIMSX
ICON Equity Institutional
Price$27.44
Change+$0.17 (+0.62%)
VolumeN/A
Net Assets48.57M
Vanguard Mid Cap Index Investor
Price$76.73
Change+$0.36 (+0.47%)
VolumeN/A
Net Assets192.45B
IOLZX vs VIMSX Comparison Chart in %
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IOLZX vs. VIMSX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 192B vs. IOLZX (48.6M). VIMSX pays higher dividends than IOLZX: VIMSX (1.40) vs IOLZX (0.65). 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 : 10.55 vs. IOLZX (-2.69). VIMSX return over 5 years is better than : 65.10 vs. IOLZX (5.46).
| 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 | 3.570 | 6.028 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.6M | 192B | 0% |
| Annual Yield % from dividends | 0.65 | 1.40 | 46% |
| Returns for 1 year | -2.69 | 10.55 | -26% |
| Returns for 3 years | -1.65 | 40.81 | -4% |
| Returns for 5 years | 5.46 | 65.10 | 8% |
| Returns for 10 years | 31.90 | 121.39 | 26% |
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