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SICWX vs VTSMX
SICWX vs VTSMX Comparison
Open Charts SICWX vs VTSMX
Touchstone Large Cap Focused Y
Price$66.26
Change+$5.78 (+9.56%)
VolumeN/A
Net Assets3.13B
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
SICWX vs VTSMX Comparison Chart
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SICWX vs. VTSMX commentary
Apr 11, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. SICWX (3.13B). VTSMX pays higher dividends than SICWX: VTSMX (1.25) vs SICWX (0.53). SICWX was incepted earlier than VTSMX: SICWX (18 years) vs VTSMX (33 years). SICWX (0.80) is less costly to investors than VTSMX (0.14). SICWX is a more actively managed with annual turnover of: 6.00 vs. VTSMX (2.00). SICWX has a lower initial minimum investment than VTSMX: SICWX (2500) vs VTSMX (3000). SICWX annual gain was more profitable for investors over the last year : -4.88 vs. VTSMX (-5.43). VTSMX return over 5 years is better than : 75.41 vs. SICWX (64.34).
| SICWX | VTSMX | SICWX / VTSMX | |
| Total Expense Ratio | 0.74 | 0.14 | 529% |
| Annual Report Gross Expense Ratio | 0.80 | 0.14 | 571% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | -14.468 | -15.905 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.13B | 1.7T | 0% |
| Annual Yield % from dividends | 0.53 | 1.25 | 42% |
| Returns for 1 year | -4.88 | -5.43 | 90% |
| Returns for 3 years | 10.55 | 8.73 | 121% |
| Returns for 5 years | 64.34 | 75.41 | 85% |
| Returns for 10 years | 52.44 | 131.53 | 40% |
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