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IOLZX vs VSEMX
IOLZX vs VSEMX Comparison
Open Charts IOLZX vs VSEMX
ICON Equity Institutional
Price$26.18
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets47.11M
Vanguard Extended Market Index Instl Sel
Price$230.91
Change-$2.16 (-0.93%)
VolumeN/A
Net Assets107.69B
IOLZX vs VSEMX Comparison Chart in %
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IOLZX vs. VSEMX commentary
Jun 26, 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 VSEMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 108B vs. IOLZX (47.1M). VSEMX pays higher dividends than IOLZX: VSEMX (1.24) vs IOLZX (0.68). IOLZX was incepted earlier than VSEMX: IOLZX (21 years) vs VSEMX (9 years). IOLZX (1.19) is less costly to investors than VSEMX (0.02). IOLZX is a more actively managed with annual turnover of: 30.00 vs. VSEMX (11.00). IOLZX has a lower initial minimum investment than VSEMX: IOLZX (1000) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 13.83 vs. IOLZX (-5.27). VSEMX return over 5 years is better than : 65.68 vs. IOLZX (5.25).
| IOLZX | VSEMX | IOLZX / VSEMX | |
| Total Expense Ratio | 1.19 | 0.02 | 5,950% |
| Annual Report Gross Expense Ratio | 1.19 | 0.02 | 5,950% |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | -0.494 | 0.735 | -67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.1M | 108B | 0% |
| Annual Yield % from dividends | 0.68 | 1.24 | 54% |
| Returns for 1 year | -5.27 | 13.83 | -38% |
| Returns for 3 years | -8.15 | 40.70 | -20% |
| Returns for 5 years | 5.25 | 65.68 | 8% |
| Returns for 10 years | 26.31 | N/A | - |
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