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IOLZX vs VMCPX
IOLZX vs VMCPX Comparison
Open Charts IOLZX vs VMCPX
ICON Equity Institutional
Price$29.47
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets50.49M
Vanguard Mid Cap Index InstitutionalPlus
Price$392.53
Change+$0.74 (+0.19%)
VolumeN/A
Net Assets196.76B
IOLZX vs VMCPX Comparison Chart in %
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IOLZX vs. VMCPX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. IOLZX (50.5M). VMCPX pays higher dividends than IOLZX: VMCPX (1.51) vs IOLZX (0.63). 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 : 13.98 vs. IOLZX (7.42). VMCPX return over 5 years is better than : 62.60 vs. IOLZX (3.18).
| 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 | 11.660 | 10.089 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.5M | 197B | 0% |
| Annual Yield % from dividends | 0.63 | 1.51 | 42% |
| Returns for 1 year | 7.42 | 13.98 | 53% |
| Returns for 3 years | -4.47 | 37.12 | -12% |
| Returns for 5 years | 3.18 | 62.60 | 5% |
| Returns for 10 years | 55.12 | 142.60 | 39% |
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