IOLZX
Price
$35.08
Change
+$0.41 (+1.18%)
Updated
Aug 21 closing price
Net Assets
56.54M
VMCIX
Price
$90.80
Change
+$0.52 (+0.58%)
Updated
Aug 21 closing price
Net Assets
224.68B
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IOLZX vs VMCIX

IOLZX vs VMCIX Comparison Chart in %
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IOLZX vs. VMCIX commentary
Aug 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 VMCIX is a Hold.

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FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 225B vs. IOLZX (56.5M). VMCIX pays higher dividends than IOLZX: VMCIX (1.32) vs IOLZX (0.70). IOLZX was incepted earlier than VMCIX: IOLZX (22 years) vs VMCIX (28 years). IOLZX (1.16) is less costly to investors than VMCIX (0.03). IOLZX is a more actively managed with annual turnover of: 23.00 vs. VMCIX (16.00). IOLZX has a lower initial minimum investment than VMCIX: IOLZX (1000) vs VMCIX (5000000). IOLZX annual gain was more profitable for investors over the last year : 23.93 vs. VMCIX (16.45). VMCIX return over 5 years is better than : 38.93 vs. IOLZX (-11.87).
IOLZXVMCIXIOLZX / VMCIX
Total Expense Ratio1.160.033,867%
Annual Report Gross Expense Ratio1.160.033,867%
Fund Existence22 years28 years-
Gain YTD27.74914.473192%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets56.5M225B0%
Annual Yield % from dividends0.701.3253%
Returns for 1 year23.9316.45146%
Returns for 3 years29.5655.8953%
Returns for 5 years-11.8738.93-30%
Returns for 10 years90.33159.0857%
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