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IOLZX vs VMCIX
IOLZX vs VMCIX Comparison
Open Charts IOLZX vs VMCIX
ICON Equity Institutional
Price$27.76
Change+$0.22 (+0.80%)
VolumeN/A
Net Assets49.68M
Vanguard Mid Cap Index Institutional
Price$77.67
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
IOLZX vs VMCIX Comparison Chart in %
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IOLZX vs. VMCIX commentary
Jul 07, 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. IOLZX (49.7M). VMCIX pays higher dividends than IOLZX: VMCIX (1.53) vs IOLZX (0.65). IOLZX was incepted earlier than VMCIX: IOLZX (21 years) vs VMCIX (27 years). IOLZX (1.19) is less costly to investors than VMCIX (0.04). IOLZX is a more actively managed with annual turnover of: 30.00 vs. VMCIX (16.00). IOLZX has a lower initial minimum investment than VMCIX: IOLZX (1000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 17.65 vs. IOLZX (2.81). VMCIX return over 5 years is better than : 73.80 vs. IOLZX (10.77).
| IOLZX | VMCIX | IOLZX / VMCIX | |
| Total Expense Ratio | 1.19 | 0.04 | 2,975% |
| Annual Report Gross Expense Ratio | 1.19 | 0.04 | 2,975% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 5.431 | 7.629 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.7M | 185B | 0% |
| Annual Yield % from dividends | 0.65 | 1.53 | 43% |
| Returns for 1 year | 2.81 | 17.65 | 16% |
| Returns for 3 years | -0.06 | 43.12 | -0% |
| Returns for 5 years | 10.77 | 73.80 | 15% |
| Returns for 10 years | 36.94 | 127.60 | 29% |
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