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IOLZX vs VSEMX
IOLZX vs VSEMX Comparison
Open Charts IOLZX vs VSEMX
ICON Equity Institutional
Price$25.24
Change-$0.12 (-0.47%)
VolumeN/A
Net Assets46.47M
Vanguard Extended Market Index Instl Sel
Price$220.35
Change-$0.92 (-0.42%)
VolumeN/A
Net Assets100.64B
IOLZX vs VSEMX Comparison Chart
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IOLZX vs. VSEMX commentary
May 24, 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: 101B vs. IOLZX (46.5M). VSEMX pays higher dividends than IOLZX: VSEMX (1.33) vs IOLZX (0.73). 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 : 6.79 vs. IOLZX (-7.74). VSEMX return over 5 years is better than : 66.59 vs. IOLZX (6.85).
| 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 | -3.684 | -4.763 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.5M | 101B | 0% |
| Annual Yield % from dividends | 0.73 | 1.33 | 54% |
| Returns for 1 year | -7.74 | 6.79 | -114% |
| Returns for 3 years | -13.65 | 33.78 | -40% |
| Returns for 5 years | 6.85 | 66.59 | 10% |
| Returns for 10 years | 21.45 | N/A | - |
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