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IOLZX vs VMCPX
IOLZX vs VMCPX Comparison
Open Charts IOLZX vs VMCPX
ICON Equity Institutional
Price$23.58
Change+$0.49 (+2.12%)
VolumeN/A
Net Assets41.77M
Vanguard Mid Cap Index InstitutionalPlus
Price$342.79
Change+$6.29 (+1.87%)
VolumeN/A
Net Assets175.23B
IOLZX vs VMCPX Comparison Chart
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IOLZX vs. VMCPX 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. IOLZX (41.8M). VMCPX pays higher dividends than IOLZX: VMCPX (1.61) vs IOLZX (0.69). IOLZX was incepted earlier than VMCPX: IOLZX (21 years) vs VMCPX (14 years). IOLZX (1.11) is less costly to investors than VMCPX (0.03). VMCPX is a more actively managed with annual turnover of: 13.00 vs. IOLZX (4.00). IOLZX has a lower initial minimum investment than VMCPX: IOLZX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 4.36 vs. IOLZX (-16.48). VMCPX return over 5 years is better than : 73.08 vs. IOLZX (6.47).
| IOLZX | VMCPX | IOLZX / VMCPX | |
| Total Expense Ratio | 1.11 | 0.03 | 3,700% |
| Annual Report Gross Expense Ratio | 1.11 | 0.03 | 3,700% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | -12.305 | -5.447 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.8M | 175B | 0% |
| Annual Yield % from dividends | 0.69 | 1.61 | 43% |
| Returns for 1 year | -16.48 | 4.36 | -378% |
| Returns for 3 years | -26.66 | 10.24 | -260% |
| Returns for 5 years | 6.47 | 73.08 | 9% |
| Returns for 10 years | 10.94 | 96.37 | 11% |
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