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SICWX vs VTSMX
SICWX vs VTSMX Comparison
Open Charts SICWX vs VTSMX
Touchstone Large Cap Focused Y
Price$68.38
Change-$1.91 (-2.72%)
VolumeN/A
Net Assets3.33B
Vanguard Total Stock Mkt Idx I
Price$134.10
Change-$3.82 (-2.77%)
VolumeN/A
Net Assets1.81T
SICWX vs VTSMX Comparison Chart
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SICWX vs. VTSMX commentary
Mar 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. SICWX (3.33B). VTSMX pays higher dividends than SICWX: VTSMX (1.15) vs SICWX (0.50). 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 : 13.36 vs. VTSMX (10.83). VTSMX return over 5 years is better than : 88.81 vs. SICWX (80.97).
| 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 | -0.594 | -2.184 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.33B | 1.81T | 0% |
| Annual Yield % from dividends | 0.50 | 1.15 | 43% |
| Returns for 1 year | 13.36 | 10.83 | 123% |
| Returns for 3 years | 37.33 | 35.23 | 106% |
| Returns for 5 years | 80.97 | 88.81 | 91% |
| Returns for 10 years | 83.34 | 176.92 | 47% |
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