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IOLZX vs VMCPX
IOLZX vs VMCPX Comparison
Open Charts IOLZX vs VMCPX
ICON Equity Institutional
Price$25.24
Change-$0.12 (-0.47%)
VolumeN/A
Net Assets46.47M
Vanguard Mid Cap Index InstitutionalPlus
Price$359.58
Change-$1.08 (-0.30%)
VolumeN/A
Net Assets175.12B
IOLZX vs VMCPX Comparison Chart
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IOLZX vs. VMCPX commentary
May 24, 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 (46.5M). VMCPX pays higher dividends than IOLZX: VMCPX (1.62) vs IOLZX (0.73). IOLZX was incepted earlier than VMCPX: IOLZX (21 years) vs VMCPX (14 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 : 9.29 vs. IOLZX (-7.74). VMCPX return over 5 years is better than : 74.03 vs. IOLZX (6.85).
| 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 | 14 years | - |
| Gain YTD | -3.684 | 1.039 | -355% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.5M | 175B | 0% |
| Annual Yield % from dividends | 0.73 | 1.62 | 45% |
| Returns for 1 year | -7.74 | 9.29 | -83% |
| Returns for 3 years | -13.65 | 29.44 | -46% |
| Returns for 5 years | 6.85 | 74.03 | 9% |
| Returns for 10 years | 21.45 | 109.88 | 20% |
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