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IOLZX vs VMCIX
IOLZX vs VMCIX Comparison
Open Charts IOLZX vs VMCIX
ICON Equity Institutional
Price$27.79
Change+$0.16 (+0.58%)
VolumeN/A
Net Assets48.71M
Vanguard Mid Cap Index Institutional
Price$77.82
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets196.76B
IOLZX vs VMCIX Comparison Chart in %
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IOLZX vs. VMCIX commentary
Aug 08, 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 StrongBuy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 197B vs. IOLZX (48.7M). VMCIX pays higher dividends than IOLZX: VMCIX (1.50) vs IOLZX (0.63). 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 : 18.29 vs. IOLZX (7.88). VMCIX return over 5 years is better than : 62.29 vs. IOLZX (0.47).
| 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 | 4.937 | 7.892 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.7M | 197B | 0% |
| Annual Yield % from dividends | 0.63 | 1.50 | 42% |
| Returns for 1 year | 7.88 | 18.29 | 43% |
| Returns for 3 years | -11.24 | 31.73 | -35% |
| Returns for 5 years | 0.47 | 62.29 | 1% |
| Returns for 10 years | 38.86 | 128.22 | 30% |
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