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IOLZX vs VMCPX
IOLZX vs VMCPX Comparison
Open Charts IOLZX vs VMCPX
ICON Equity Institutional
Price$27.44
Change+$0.17 (+0.62%)
VolumeN/A
Net Assets48.57M
Vanguard Mid Cap Index InstitutionalPlus
Price$379.16
Change+$1.77 (+0.47%)
VolumeN/A
Net Assets192.45B
IOLZX vs VMCPX Comparison Chart in %
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IOLZX vs. VMCPX commentary
Jul 17, 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 Hold and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 192B vs. IOLZX (48.6M). VMCPX pays higher dividends than IOLZX: VMCPX (1.54) vs IOLZX (0.65). IOLZX was incepted earlier than VMCPX: IOLZX (21 years) vs VMCPX (15 years). IOLZX (1.19) is less costly to investors than VMCPX (0.03). IOLZX is a more actively managed with annual turnover of: 30.00 vs. VMCPX (16.00). 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 : 10.56 vs. IOLZX (-2.69). VMCPX return over 5 years is better than : 65.24 vs. IOLZX (5.46).
| IOLZX | VMCPX | IOLZX / VMCPX | |
| Total Expense Ratio | 1.19 | 0.03 | 3,967% |
| Annual Report Gross Expense Ratio | 1.19 | 0.03 | 3,967% |
| Fund Existence | 21 years | 15 years | - |
| Gain YTD | 3.570 | 6.043 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.6M | 192B | 0% |
| Annual Yield % from dividends | 0.65 | 1.54 | 42% |
| Returns for 1 year | -2.69 | 10.56 | -25% |
| Returns for 3 years | -1.65 | 40.89 | -4% |
| Returns for 5 years | 5.46 | 65.24 | 8% |
| Returns for 10 years | 31.90 | 121.60 | 26% |
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