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SICWX vs VTSMX
SICWX vs VTSMX Comparison
Open Charts SICWX vs VTSMX
Touchstone Large Cap Focused Y
Price$70.14
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets3.25B
Vanguard Total Stock Mkt Idx I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
SICWX vs VTSMX Comparison Chart
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SICWX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. SICWX (3.26B). VTSMX pays higher dividends than SICWX: VTSMX (1.26) vs SICWX (0.54). 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). VTSMX annual gain was more profitable for investors over the last year : 9.50 vs. SICWX (8.69). VTSMX return over 5 years is better than : 92.91 vs. SICWX (77.86).
| 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 | -0.820 | -0.985 | 83% |
| 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 | 1.26 | 43% |
| Returns for 1 year | 8.69 | 9.50 | 91% |
| Returns for 3 years | 43.69 | 44.74 | 98% |
| Returns for 5 years | 77.86 | 92.91 | 84% |
| Returns for 10 years | 74.84 | 169.81 | 44% |
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