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ICWIX vs VGENX
ICWIX vs VGENX Comparison Chart in %
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ICWIX 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 ICWIX is a Buy and VGENX is a Buy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.75B vs. ICWIX (133M). VGENX pays higher dividends than ICWIX: VGENX (3.14) vs ICWIX (1.36). ICWIX was incepted earlier than VGENX: ICWIX (9 years) vs VGENX (41 years). ICWIX (1.10) is less costly to investors than VGENX (0.44). ICWIX is a more actively managed with annual turnover of: 50.88 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 : 15.85 vs. VGENX (-1.46). ICWIX return over 5 years is better than : 176.87 vs. VGENX (50.09).
| ICWIX | VGENX | ICWIX / VGENX | |
| Total Expense Ratio | 1.00 | 0.44 | 227% |
| Annual Report Gross Expense Ratio | 1.10 | 0.44 | 250% |
| Fund Existence | 9 years | 41 years | - |
| Gain YTD | 10.002 | 12.834 | 78% |
| 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 | 1.36 | 3.14 | 43% |
| Returns for 1 year | 15.85 | -1.46 | -1,089% |
| Returns for 3 years | 47.31 | 15.41 | 307% |
| Returns for 5 years | 176.87 | 50.09 | 353% |
| Returns for 10 years | N/A | -2.07 | - |
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