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IOLZX vs VIMSX
IOLZX vs VIMSX Comparison
Open Charts IOLZX vs VIMSX
ICON Equity Institutional
Price$29.74
Change+$0.19 (+0.64%)
VolumeN/A
Net Assets48.44M
Vanguard Mid Cap Index Investor
Price$79.76
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets198.55B
IOLZX vs VIMSX Comparison Chart in %
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IOLZX vs. VIMSX commentary
Nov 14, 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: 199B vs. IOLZX (48.4M). VIMSX pays higher dividends than IOLZX: VIMSX (1.38) vs IOLZX (0.60). 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 : 5.67 vs. IOLZX (-2.51). VIMSX return over 5 years is better than : 52.23 vs. IOLZX (-0.34).
| 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 | 12.951 | 10.764 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4M | 199B | 0% |
| Annual Yield % from dividends | 0.60 | 1.38 | 44% |
| Returns for 1 year | -2.51 | 5.67 | -44% |
| Returns for 3 years | -3.15 | 37.82 | -8% |
| Returns for 5 years | -0.34 | 52.23 | -1% |
| Returns for 10 years | 60.66 | 148.83 | 41% |
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