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SICWX vs VSMPX
SICWX vs VSMPX Comparison
Open Charts SICWX vs VSMPX
Touchstone Large Cap Focused Y
Price$68.21
Change+$1.03 (+1.53%)
VolumeN/A
Net Assets3.18B
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.70
Change+$3.92 (+1.56%)
VolumeN/A
Net Assets1.7T
SICWX vs VSMPX Comparison Chart
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SICWX vs. VSMPX commentary
May 04, 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 SICWX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. SICWX (3.18B). VSMPX pays higher dividends than SICWX: VSMPX (1.37) vs SICWX (0.54). SICWX was incepted earlier than VSMPX: SICWX (18 years) vs VSMPX (10 years). SICWX (0.80) is less costly to investors than VSMPX (0.02). SICWX is a more actively managed with annual turnover of: 6.00 vs. VSMPX (2.00). SICWX has a lower initial minimum investment than VSMPX: SICWX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 11.48 vs. SICWX (10.52). VSMPX return over 5 years is better than : 97.55 vs. SICWX (80.91).
| SICWX | VSMPX | SICWX / VSMPX | |
| Total Expense Ratio | 0.74 | 0.02 | 3,700% |
| Annual Report Gross Expense Ratio | 0.80 | 0.02 | 4,000% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | -3.536 | -3.703 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.18B | 1.7T | 0% |
| Annual Yield % from dividends | 0.54 | 1.37 | 39% |
| Returns for 1 year | 10.52 | 11.48 | 92% |
| Returns for 3 years | 33.39 | 33.60 | 99% |
| Returns for 5 years | 80.91 | 97.55 | 83% |
| Returns for 10 years | 72.96 | 159.98 | 46% |
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