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IOLZX vs VMCIX
IOLZX vs VMCIX Comparison
Open Charts IOLZX vs VMCIX
ICON Equity Institutional
Price$23.58
Change+$0.49 (+2.12%)
VolumeN/A
Net Assets41.77M
Vanguard Mid Cap Index Institutional
Price$69.51
Change+$1.28 (+1.88%)
VolumeN/A
Net Assets175.23B
IOLZX vs VMCIX Comparison Chart
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IOLZX vs. VMCIX commentary
Apr 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 VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. IOLZX (41.8M). VMCIX pays higher dividends than IOLZX: VMCIX (1.60) vs IOLZX (0.69). IOLZX was incepted earlier than VMCIX: IOLZX (21 years) vs VMCIX (27 years). IOLZX (1.11) is less costly to investors than VMCIX (0.04). VMCIX is a more actively managed with annual turnover of: 13.00 vs. IOLZX (4.00). 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 : 4.35 vs. IOLZX (-16.48). VMCIX return over 5 years is better than : 73.08 vs. IOLZX (6.47).
| IOLZX | VMCIX | IOLZX / VMCIX | |
| Total Expense Ratio | 1.11 | 0.04 | 2,775% |
| Annual Report Gross Expense Ratio | 1.11 | 0.04 | 2,775% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | -12.305 | -5.452 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.8M | 175B | 0% |
| Annual Yield % from dividends | 0.69 | 1.60 | 43% |
| Returns for 1 year | -16.48 | 4.35 | -379% |
| Returns for 3 years | -26.66 | 10.23 | -261% |
| Returns for 5 years | 6.47 | 73.08 | 9% |
| Returns for 10 years | 10.94 | 96.33 | 11% |