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ICWIX vs VGENX
ICWIX vs VGENX Comparison Chart in %
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ICWIX vs. VGENX commentary
Dec 26, 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 ICWIX is a StrongBuy and VGENX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 6.32B vs. ICWIX (147M). VGENX pays higher dividends than ICWIX: VGENX (2.88) vs ICWIX (1.02). ICWIX was incepted earlier than VGENX: ICWIX (9 years) vs VGENX (42 years). ICWIX (1.10) is less costly to investors than VGENX (0.45). ICWIX is a more actively managed with annual turnover of: 63.34 vs. VGENX (36.00). ICWIX has a lower initial minimum investment than VGENX: ICWIX (1000) vs VGENX (3000). ICWIX annual gain was more profitable for investors over the last year : 20.79 vs. VGENX (0.41). ICWIX return over 5 years is better than : 142.19 vs. VGENX (52.73).
| ICWIX | VGENX | ICWIX / VGENX | |
| Total Expense Ratio | 1.00 | 0.45 | 222% |
| Annual Report Gross Expense Ratio | 1.10 | 0.45 | 244% |
| Fund Existence | 9 years | 42 years | - |
| Gain YTD | 19.606 | 14.714 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 6.32B | 2% |
| Annual Yield % from dividends | 1.02 | 2.88 | 36% |
| Returns for 1 year | 20.79 | 0.41 | 5,073% |
| Returns for 3 years | 38.46 | 3.33 | 1,155% |
| Returns for 5 years | 142.19 | 52.73 | 270% |
| Returns for 10 years | N/A | 19.70 | - |
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