IOLZX
Price
$35.94
Change
+$0.13 (+0.36%)
Updated
Jun 22 closing price
Net Assets
58.49M
VIMSX
Price
$87.86
Change
+$0.36 (+0.41%)
Updated
Jun 22 closing price
Net Assets
218.84B
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IOLZX vs VIMSX

IOLZX vs VIMSX Comparison Chart in %
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IOLZX vs. VIMSX commentary
Jun 24, 2026

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.

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FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 219B vs. IOLZX (58.5M). VIMSX pays higher dividends than IOLZX: VIMSX (1.25) vs IOLZX (0.73). IOLZX was incepted earlier than VIMSX: IOLZX (22 years) vs VIMSX (28 years). IOLZX (1.16) is less costly to investors than VIMSX (0.17). IOLZX is a more actively managed with annual turnover of: 23.00 vs. VIMSX (16.00). IOLZX has a lower initial minimum investment than VIMSX: IOLZX (1000) vs VIMSX (3000). IOLZX annual gain was more profitable for investors over the last year : 41.69 vs. VIMSX (17.63). VIMSX return over 5 years is better than : 37.48 vs. IOLZX (-6.88).
IOLZXVIMSXIOLZX / VIMSX
Total Expense Ratio1.160.17682%
Annual Report Gross Expense Ratio1.160.17682%
Fund Existence22 years28 years-
Gain YTD30.88110.479295%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets58.5M219B0%
Annual Yield % from dividends0.731.2558%
Returns for 1 year41.6917.63236%
Returns for 3 years39.7951.8977%
Returns for 5 years-6.8837.48-18%
Returns for 10 years113.26171.0766%
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