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SICWX vs VTSAX
SICWX vs VTSAX Comparison
Open Charts SICWX vs VTSAX
Touchstone Large Cap Focused Y
Price$70.97
Change-$1.93 (-2.65%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
SICWX vs VTSAX Comparison Chart
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SICWX vs. VTSAX commentary
Dec 19, 2024
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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. SICWX (3.54B). VTSAX pays higher dividends than SICWX: VTSAX (1.35) vs SICWX (0.77). SICWX was incepted earlier than VTSAX: SICWX (18 years) vs VTSAX (24 years). SICWX is a more actively managed with annual turnover of: 4.00 vs. VTSAX (2.00). SICWX has a lower initial minimum investment than VTSAX: SICWX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 22.05 vs. SICWX (19.87). VTSAX return over 5 years is better than : 77.49 vs. SICWX (69.74).
| SICWX | VTSAX | SICWX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 19.963 | 22.422 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.54B | 1.84T | 0% |
| Annual Yield % from dividends | 0.77 | 1.35 | 57% |
| Returns for 1 year | 19.87 | 22.05 | 90% |
| Returns for 3 years | 24.89 | 23.87 | 104% |
| Returns for 5 years | 69.74 | 77.49 | 90% |
| Returns for 10 years | 81.82 | 183.58 | 45% |
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