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IOLZX vs VIMSX
IOLZX vs VIMSX Comparison
Open Charts IOLZX vs VIMSX
ICON Equity Institutional
Price$26.18
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets47.11M
Vanguard Mid Cap Index Investor
Price$75.28
Change-$0.59 (-0.78%)
VolumeN/A
Net Assets185.28B
IOLZX vs VIMSX Comparison Chart in %
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IOLZX vs. VIMSX commentary
Jun 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 Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. IOLZX (47.1M). VIMSX pays higher dividends than IOLZX: VIMSX (1.40) vs IOLZX (0.68). 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 : 13.67 vs. IOLZX (-5.27). VIMSX return over 5 years is better than : 73.25 vs. IOLZX (5.25).
| 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 | -0.494 | 5.334 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.1M | 185B | 0% |
| Annual Yield % from dividends | 0.68 | 1.40 | 48% |
| Returns for 1 year | -5.27 | 13.67 | -39% |
| Returns for 3 years | -8.15 | 37.57 | -22% |
| Returns for 5 years | 5.25 | 73.25 | 7% |
| Returns for 10 years | 26.31 | 118.76 | 22% |
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