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ICWIX vs VGENX
ICWIX vs VGENX Comparison Chart
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ICWIX vs. VGENX commentary
Jun 16, 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 (131M). VGENX pays higher dividends than ICWIX: VGENX (3.25) vs ICWIX (1.47). 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 : 17.84 vs. VGENX (0.21). ICWIX return over 5 years is better than : 162.77 vs. VGENX (46.70).
| 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 | 8.582 | 12.416 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 5.75B | 2% |
| Annual Yield % from dividends | 1.47 | 3.25 | 45% |
| Returns for 1 year | 17.84 | 0.21 | 8,526% |
| Returns for 3 years | 30.79 | 9.50 | 324% |
| Returns for 5 years | 162.77 | 46.70 | 349% |
| Returns for 10 years | N/A | -8.64 | - |
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