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SICWX vs VTSAX
SICWX vs VTSAX Comparison
Open Charts SICWX vs VTSAX
Touchstone Large Cap Focused Y
Price$70.14
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets3.25B
Vanguard Total Stock Mkt Idx Adm
Price$139.59
Change-$0.02 (-0.01%)
VolumeN/A
Net Assets1.72T
SICWX vs VTSAX Comparison Chart
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SICWX vs. VTSAX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. SICWX (3.26B). VTSAX pays higher dividends than SICWX: VTSAX (1.36) vs SICWX (0.54). SICWX was incepted earlier than VTSAX: SICWX (18 years) vs VTSAX (25 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). VTSAX annual gain was more profitable for investors over the last year : 9.51 vs. SICWX (8.69). VTSAX return over 5 years is better than : 92.93 vs. SICWX (77.86).
| 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 | 25 years | - |
| Gain YTD | -0.820 | -0.976 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.26B | 1.72T | 0% |
| Annual Yield % from dividends | 0.54 | 1.36 | 40% |
| Returns for 1 year | 8.69 | 9.51 | 91% |
| Returns for 3 years | 43.69 | 44.77 | 98% |
| Returns for 5 years | 77.86 | 92.93 | 84% |
| Returns for 10 years | 74.84 | 170.38 | 44% |
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