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ICPUX vs VGENX
ICPUX vs VGENX Comparison Chart in %
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ICPUX 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 ICPUX is a Buy and VGENX is a Buy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.75B vs. ICPUX (133M). VGENX pays higher dividends than ICPUX: VGENX (3.14) vs ICPUX (0.37). ICPUX was incepted earlier than VGENX: ICPUX (11 years) vs VGENX (41 years). ICPUX (2.10) is less costly to investors than VGENX (0.44). ICPUX is a more actively managed with annual turnover of: 50.88 vs. VGENX (36.00). ICPUX has a lower initial minimum investment than VGENX: ICPUX (1000) vs VGENX (3000). ICPUX annual gain was more profitable for investors over the last year : 14.59 vs. VGENX (-1.46). ICPUX return over 5 years is better than : 163.44 vs. VGENX (50.09).
| ICPUX | VGENX | ICPUX / VGENX | |
| Total Expense Ratio | 2.00 | 0.44 | 455% |
| Annual Report Gross Expense Ratio | 2.10 | 0.44 | 477% |
| Fund Existence | 11 years | 41 years | - |
| Gain YTD | 9.403 | 12.834 | 73% |
| Front Load | N/A | 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 | 0.37 | 3.14 | 12% |
| Returns for 1 year | 14.59 | -1.46 | -1,002% |
| Returns for 3 years | 42.86 | 15.41 | 278% |
| Returns for 5 years | 163.44 | 50.09 | 326% |
| Returns for 10 years | 21.75 | -2.07 | -1,051% |
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