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IOLZX vs VMCPX
IOLZX vs VMCPX Comparison
Open Charts IOLZX vs VMCPX
ICON Equity Institutional
Price$22.03
Change-$1.51 (-6.41%)
VolumeN/A
Net Assets42.91M
Vanguard Mid Cap Index InstitutionalPlus
Price$316.01
Change-$20.20 (-6.01%)
VolumeN/A
Net Assets181.84B
IOLZX vs VMCPX Comparison Chart
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IOLZX vs. VMCPX commentary
Apr 05, 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: 182B vs. IOLZX (42.9M). 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 : 6.65 vs. IOLZX (-10.27). VMCPX return over 5 years is better than : 113.27 vs. IOLZX (32.62).
| 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 | -3.646 | -0.622 | 586% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.9M | 182B | 0% |
| Annual Yield % from dividends | 0.69 | 1.61 | 43% |
| Returns for 1 year | -10.27 | 6.65 | -154% |
| Returns for 3 years | -24.86 | 9.79 | -254% |
| Returns for 5 years | 32.62 | 113.27 | 29% |
| Returns for 10 years | 22.48 | 106.31 | 21% |
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