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IOLZX vs VMCPX
IOLZX vs VMCPX Comparison
Open Charts IOLZX vs VMCPX
ICON Equity Institutional
Price$27.79
Change+$0.16 (+0.58%)
VolumeN/A
Net Assets48.71M
Vanguard Mid Cap Index InstitutionalPlus
Price$383.79
Change-$0.20 (-0.05%)
VolumeN/A
Net Assets196.76B
IOLZX vs VMCPX Comparison Chart in %
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IOLZX vs. VMCPX commentary
Aug 08, 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 StrongBuy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. IOLZX (48.7M). 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 : 18.28 vs. IOLZX (7.88). VMCPX return over 5 years is better than : 62.29 vs. IOLZX (0.47).
| 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 | 4.937 | 7.898 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.7M | 197B | 0% |
| Annual Yield % from dividends | 0.63 | 1.51 | 42% |
| Returns for 1 year | 7.88 | 18.28 | 43% |
| Returns for 3 years | -11.24 | 31.73 | -35% |
| Returns for 5 years | 0.47 | 62.29 | 1% |
| Returns for 10 years | 38.86 | 128.25 | 30% |
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