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IOLZX vs VIMSX
IOLZX vs VIMSX Comparison
Open Charts 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 Buy and VIMSX is a Hold.
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).
| IOLZX | VIMSX | IOLZX / VIMSX | |
| Total Expense Ratio | 1.16 | 0.17 | 682% |
| Annual Report Gross Expense Ratio | 1.16 | 0.17 | 682% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 30.881 | 10.479 | 295% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.5M | 219B | 0% |
| Annual Yield % from dividends | 0.73 | 1.25 | 58% |
| Returns for 1 year | 41.69 | 17.63 | 236% |
| Returns for 3 years | 39.79 | 51.89 | 77% |
| Returns for 5 years | -6.88 | 37.48 | -18% |
| Returns for 10 years | 113.26 | 171.07 | 66% |
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