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IOLZX vs VSEMX
IOLZX vs VSEMX Comparison
Open Charts IOLZX vs VSEMX
ICON Equity Institutional
Price$22.03
Change-$1.51 (-6.41%)
VolumeN/A
Net Assets42.91M
Vanguard Extended Market Index Instl Sel
Price$189.50
Change-$10.44 (-5.22%)
VolumeN/A
Net Assets110.09B
IOLZX vs VSEMX Comparison Chart
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IOLZX vs. VSEMX 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 VSEMX is a Hold.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 110B vs. IOLZX (42.9M). VSEMX pays higher dividends than IOLZX: VSEMX (1.32) vs IOLZX (0.69). IOLZX was incepted earlier than VSEMX: IOLZX (21 years) vs VSEMX (9 years). IOLZX (1.11) is less costly to investors than VSEMX (0.02). VSEMX is a more actively managed with annual turnover of: 11.00 vs. IOLZX (4.00). 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 : 2.78 vs. IOLZX (-10.27). VSEMX return over 5 years is better than : 114.71 vs. IOLZX (32.62).
| IOLZX | VSEMX | IOLZX / VSEMX | |
| Total Expense Ratio | 1.11 | 0.02 | 5,550% |
| Annual Report Gross Expense Ratio | 1.11 | 0.02 | 5,550% |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | -3.646 | -7.092 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.9M | 110B | 0% |
| Annual Yield % from dividends | 0.69 | 1.32 | 52% |
| Returns for 1 year | -10.27 | 2.78 | -369% |
| Returns for 3 years | -24.86 | 5.62 | -443% |
| Returns for 5 years | 32.62 | 114.71 | 28% |
| Returns for 10 years | 22.48 | N/A | - |
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