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IOLZX vs VIMSX
IOLZX vs VIMSX Comparison
Open Charts IOLZX vs VIMSX
ICON Equity Institutional
Price$28.59
Change-$0.22 (-0.76%)
VolumeN/A
Net Assets49.85M
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
IOLZX vs VIMSX Comparison Chart in %
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IOLZX vs. VIMSX commentary
Aug 18, 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 IOLZX is a Buy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. IOLZX (49.9M). VIMSX pays higher dividends than IOLZX: VIMSX (1.37) vs IOLZX (0.63). IOLZX was incepted earlier than VIMSX: IOLZX (21 years) vs VIMSX (27 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 : 14.31 vs. IOLZX (6.78). VIMSX return over 5 years is better than : 62.16 vs. IOLZX (2.24).
| IOLZX | VIMSX | IOLZX / VIMSX | |
| Total Expense Ratio | 1.19 | 0.17 | 700% |
| Annual Report Gross Expense Ratio | 1.19 | 0.17 | 700% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 8.583 | 8.291 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.9M | 197B | 0% |
| Annual Yield % from dividends | 0.63 | 1.37 | 46% |
| Returns for 1 year | 6.78 | 14.31 | 47% |
| Returns for 3 years | -11.22 | 26.39 | -42% |
| Returns for 5 years | 2.24 | 62.16 | 4% |
| Returns for 10 years | 42.70 | 125.09 | 34% |
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