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SICWX vs VTSAX
SICWX vs VTSAX Comparison
Open Charts SICWX vs VTSAX
Touchstone Large Cap Focused Y
Price$65.24
Change-$3.43 (-4.99%)
VolumeN/A
Net Assets3.24B
Vanguard Total Stock Mkt Idx Adm
Price$128.49
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
SICWX vs VTSAX Comparison Chart
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SICWX vs. VTSAX commentary
Apr 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. SICWX (3.24B). VTSAX pays higher dividends than SICWX: VTSAX (1.35) vs SICWX (0.53). SICWX was incepted earlier than VTSAX: SICWX (18 years) vs VTSAX (24 years). SICWX (0.80) is less costly to investors than VTSAX (0.04). SICWX is a more actively managed with annual turnover of: 6.00 vs. VTSAX (2.00). SICWX has a lower initial minimum investment than VTSAX: SICWX (2500) vs VTSAX (3000). SICWX (8.26) and VTSAX (8.05) have marching annual gain over last year. VTSAX return over 5 years is better than : 126.25 vs. SICWX (107.63).
| SICWX | VTSAX | SICWX / VTSAX | |
| Total Expense Ratio | 0.74 | 0.04 | 1,850% |
| Annual Report Gross Expense Ratio | 0.80 | 0.04 | 2,000% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | -2.885 | -3.990 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.24B | 1.81T | 0% |
| Annual Yield % from dividends | 0.53 | 1.35 | 39% |
| Returns for 1 year | 8.26 | 8.05 | 103% |
| Returns for 3 years | 22.13 | 21.03 | 105% |
| Returns for 5 years | 107.63 | 126.25 | 85% |
| Returns for 10 years | 74.77 | 167.38 | 45% |
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