Interact to see
Advertisement
Advertisement
ICWIX vs VGENX
ICWIX vs VGENX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ICWIX vs. VGENX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.92B vs. ICWIX (135M). VGENX pays higher dividends than ICWIX: VGENX (3.13) vs ICWIX (1.32). ICWIX was incepted earlier than VGENX: ICWIX (9 years) vs VGENX (41 years). ICWIX (1.10) is less costly to investors than VGENX (0.45). 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 : 15.23 vs. VGENX (-3.67). ICWIX return over 5 years is better than : 150.98 vs. VGENX (43.90).
| 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 | 41 years | - |
| Gain YTD | 10.002 | 12.532 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 5.92B | 2% |
| Annual Yield % from dividends | 1.32 | 3.13 | 42% |
| Returns for 1 year | 15.23 | -3.67 | -415% |
| Returns for 3 years | 32.24 | 6.71 | 480% |
| Returns for 5 years | 150.98 | 43.90 | 344% |
| Returns for 10 years | N/A | 4.08 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CMIEX | 14.05 | 0.04 | +0.29% |
| Multi-Manager Intl Eq Strats Instl | |||
| FICCX | 75.99 | 0.09 | +0.12% |
| Fidelity Advisor Canada I | |||
| FFGGX | 40.46 | N/A | N/A |
| American Funds Global Balanced 529-F-2 | |||
| QGRPX | 19.34 | -0.04 | -0.21% |
| UBS US Quality Growth At Rsnbl Prc P | |||
| TRSLX | 5.01 | -0.03 | -0.60% |
| Transamerica Small Cap Value R | |||