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IOLZX vs VSEMX
IOLZX vs VSEMX Comparison
Open Charts IOLZX vs VSEMX
ICON Equity Institutional
Price$27.44
Change+$0.17 (+0.62%)
VolumeN/A
Net Assets48.57M
Vanguard Extended Market Index Instl Sel
Price$237.20
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets112.9B
IOLZX vs VSEMX Comparison Chart in %
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IOLZX vs. VSEMX commentary
Jul 17, 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 VSEMX is a Hold.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 113B vs. IOLZX (48.6M). VSEMX pays higher dividends than IOLZX: VSEMX (1.17) vs IOLZX (0.65). 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 : 7.51 vs. IOLZX (-2.69). VSEMX return over 5 years is better than : 60.03 vs. IOLZX (5.46).
| 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 | 3.570 | 2.588 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.6M | 113B | 0% |
| Annual Yield % from dividends | 0.65 | 1.17 | 55% |
| Returns for 1 year | -2.69 | 7.51 | -36% |
| Returns for 3 years | -1.65 | 46.55 | -4% |
| Returns for 5 years | 5.46 | 60.03 | 9% |
| Returns for 10 years | 31.90 | N/A | - |
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