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ICWIX vs VGENX
ICWIX vs VGENX Comparison Chart in %
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ICWIX vs. VGENX commentary
Jan 16, 2026
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 Hold and VGENX is a Hold.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 6.13B vs. ICWIX (154M). VGENX pays higher dividends than ICWIX: VGENX (3.36) vs ICWIX (1.09). 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). VGENX annual gain was more profitable for investors over the last year : 16.65 vs. ICWIX (14.76). ICWIX return over 5 years is better than : 129.47 vs. VGENX (54.41).
| 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 | 5.124 | 3.163 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 6.13B | 3% |
| Annual Yield % from dividends | 1.09 | 3.36 | 33% |
| Returns for 1 year | 14.76 | 16.65 | 89% |
| Returns for 3 years | 39.11 | 9.57 | 409% |
| Returns for 5 years | 129.47 | 54.41 | 238% |
| Returns for 10 years | N/A | 41.41 | - |
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