IOLZX
Price
$35.94
Change
+$0.13 (+0.36%)
Updated
Jun 22 closing price
Net Assets
58.49M
VMCPX
Price
$434.24
Change
+$1.76 (+0.41%)
Updated
Jun 22 closing price
Net Assets
218.84B
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IOLZX vs VMCPX

IOLZX vs VMCPX Comparison Chart in %
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IOLZX vs. VMCPX commentary
Jun 24, 2026

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 Hold.

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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 219B vs. IOLZX (58.5M). VMCPX pays higher dividends than IOLZX: VMCPX (1.38) vs IOLZX (0.73). IOLZX was incepted earlier than VMCPX: IOLZX (22 years) vs VMCPX (16 years). IOLZX (1.16) is less costly to investors than VMCPX (0.02). IOLZX is a more actively managed with annual turnover of: 23.00 vs. VMCPX (16.00). IOLZX has a lower initial minimum investment than VMCPX: IOLZX (1000) vs VMCPX (100000000). IOLZX annual gain was more profitable for investors over the last year : 41.69 vs. VMCPX (17.64). VMCPX return over 5 years is better than : 37.62 vs. IOLZX (-6.88).
IOLZXVMCPXIOLZX / VMCPX
Total Expense Ratio1.160.025,800%
Annual Report Gross Expense Ratio1.160.025,800%
Fund Existence22 years16 years-
Gain YTD30.88110.510294%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets58.5M219B0%
Annual Yield % from dividends0.731.3853%
Returns for 1 year41.6917.64236%
Returns for 3 years39.7952.0077%
Returns for 5 years-6.8837.62-18%
Returns for 10 years113.26171.6166%
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