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IOLZX vs VMCPX
IOLZX vs VMCPX Comparison
Open Charts IOLZX vs VMCPX
ICON Equity Institutional
Price$29.15
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets48.28M
Vanguard Mid Cap Index InstitutionalPlus
Price$390.32
Change+$0.68 (+0.17%)
VolumeN/A
Net Assets201.28B
IOLZX vs VMCPX Comparison Chart in %
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IOLZX vs. VMCPX commentary
Oct 19, 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 201B vs. IOLZX (48.3M). VMCPX pays higher dividends than IOLZX: VMCPX (1.50) vs IOLZX (0.59). IOLZX was incepted earlier than VMCPX: IOLZX (21 years) vs VMCPX (15 years). IOLZX (1.19) is less costly to investors than VMCPX (0.03). IOLZX is a more actively managed with annual turnover of: 30.00 vs. VMCPX (16.00). IOLZX has a lower initial minimum investment than VMCPX: IOLZX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 7.59 vs. IOLZX (1.29). VMCPX return over 5 years is better than : 57.33 vs. IOLZX (0.43).
| IOLZX | VMCPX | IOLZX / VMCPX | |
| Total Expense Ratio | 1.19 | 0.03 | 3,967% |
| Annual Report Gross Expense Ratio | 1.19 | 0.03 | 3,967% |
| Fund Existence | 21 years | 15 years | - |
| Gain YTD | 10.710 | 9.709 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.3M | 201B | 0% |
| Annual Yield % from dividends | 0.59 | 1.50 | 40% |
| Returns for 1 year | 1.29 | 7.59 | 17% |
| Returns for 3 years | -1.04 | 49.71 | -2% |
| Returns for 5 years | 0.43 | 57.33 | 1% |
| Returns for 10 years | 55.82 | 141.02 | 40% |
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