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ICPAX vs VGENX
ICPAX vs VGENX Comparison Chart in %
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ICPAX vs. VGENX commentary
Jul 07, 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 ICPAX is a Buy and VGENX is a Buy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.75B vs. ICPAX (133M). VGENX pays higher dividends than ICPAX: VGENX (3.14) vs ICPAX (0.87). ICPAX was incepted earlier than VGENX: ICPAX (26 years) vs VGENX (41 years). ICPAX (1.60) is less costly to investors than VGENX (0.44). ICPAX is a more actively managed with annual turnover of: 50.88 vs. VGENX (36.00). ICPAX has a lower initial minimum investment than VGENX: ICPAX (1000) vs VGENX (3000). ICPAX annual gain was more profitable for investors over the last year : 15.30 vs. VGENX (-1.46). ICPAX return over 5 years is better than : 169.99 vs. VGENX (50.09).
| ICPAX | VGENX | ICPAX / VGENX | |
| Total Expense Ratio | 1.50 | 0.44 | 341% |
| Annual Report Gross Expense Ratio | 1.60 | 0.44 | 364% |
| Fund Existence | 26 years | 41 years | - |
| Gain YTD | 9.627 | 12.834 | 75% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 5.75B | 2% |
| Annual Yield % from dividends | 0.87 | 3.14 | 28% |
| Returns for 1 year | 15.30 | -1.46 | -1,051% |
| Returns for 3 years | 45.09 | 15.41 | 293% |
| Returns for 5 years | 169.99 | 50.09 | 339% |
| Returns for 10 years | 27.57 | -2.07 | -1,332% |
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