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SICWX vs VTSAX
SICWX vs VTSAX Comparison
Open Charts SICWX vs VTSAX
Touchstone Large Cap Focused Y
Price$71.79
Change+$0.70 (+0.98%)
VolumeN/A
Net Assets3.48B
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
SICWX vs VTSAX Comparison Chart
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SICWX vs. VTSAX commentary
Jan 19, 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 StrongBuy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. SICWX (3.48B). 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 : 25.26 vs. SICWX (21.53). VTSAX return over 5 years is better than : 76.10 vs. SICWX (65.37).
| 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 | 1.527 | 2.241 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.48B | 1.78T | 0% |
| Annual Yield % from dividends | 0.77 | 1.35 | 57% |
| Returns for 1 year | 21.53 | 25.26 | 85% |
| Returns for 3 years | 27.19 | 28.96 | 94% |
| Returns for 5 years | 65.37 | 76.10 | 86% |
| Returns for 10 years | 89.05 | 195.63 | 46% |
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