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IOLZX vs VIMSX
IOLZX vs VIMSX Comparison
Open Charts IOLZX vs VIMSX
ICON Equity Institutional
Price$28.74
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets50.88M
Vanguard Mid Cap Index Investor
Price$81.93
Change+$0.17 (+0.21%)
VolumeN/A
Net Assets198.74B
IOLZX vs VIMSX Comparison Chart in %
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IOLZX vs. VIMSX commentary
Jan 15, 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 IOLZX is a Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. IOLZX (50.9M). VIMSX pays higher dividends than IOLZX: VIMSX (1.40) vs IOLZX (0.89). IOLZX was incepted earlier than VIMSX: IOLZX (22 years) vs VIMSX (28 years). IOLZX (1.19) is less costly to investors than VIMSX (0.17). IOLZX is a more actively managed with annual turnover of: 30.00 vs. VIMSX (16.00). IOLZX has a lower initial minimum investment than VIMSX: IOLZX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 12.63 vs. IOLZX (9.38). VIMSX return over 5 years is better than : 42.51 vs. IOLZX (-14.61).
| IOLZX | VIMSX | IOLZX / VIMSX | |
| Total Expense Ratio | 1.19 | 0.17 | 700% |
| Annual Report Gross Expense Ratio | 1.19 | 0.17 | 700% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 4.661 | 3.408 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.9M | 199B | 0% |
| Annual Yield % from dividends | 0.89 | 1.40 | 64% |
| Returns for 1 year | 9.38 | 12.63 | 74% |
| Returns for 3 years | 7.97 | 40.63 | 20% |
| Returns for 5 years | -14.61 | 42.51 | -34% |
| Returns for 10 years | 81.67 | 181.93 | 45% |
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