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IOLZX vs VMCIX
IOLZX vs VMCIX Comparison
Open Charts IOLZX vs VMCIX
ICON Equity Institutional
Price$25.24
Change-$0.12 (-0.47%)
VolumeN/A
Net Assets46.47M
Vanguard Mid Cap Index Institutional
Price$72.91
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets175.12B
IOLZX vs VMCIX Comparison Chart
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IOLZX vs. VMCIX commentary
May 24, 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 VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. IOLZX (46.5M). VMCIX pays higher dividends than IOLZX: VMCIX (1.61) vs IOLZX (0.73). IOLZX was incepted earlier than VMCIX: IOLZX (21 years) vs VMCIX (27 years). IOLZX (1.19) is less costly to investors than VMCIX (0.04). IOLZX is a more actively managed with annual turnover of: 30.00 vs. VMCIX (16.00). IOLZX has a lower initial minimum investment than VMCIX: IOLZX (1000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 9.29 vs. IOLZX (-7.74). VMCIX return over 5 years is better than : 74.04 vs. IOLZX (6.85).
| IOLZX | VMCIX | IOLZX / VMCIX | |
| Total Expense Ratio | 1.19 | 0.04 | 2,975% |
| Annual Report Gross Expense Ratio | 1.19 | 0.04 | 2,975% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | -3.684 | 1.033 | -357% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.5M | 175B | 0% |
| Annual Yield % from dividends | 0.73 | 1.61 | 45% |
| Returns for 1 year | -7.74 | 9.29 | -83% |
| Returns for 3 years | -13.65 | 29.43 | -46% |
| Returns for 5 years | 6.85 | 74.04 | 9% |
| Returns for 10 years | 21.45 | 109.80 | 20% |
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