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IOLZX vs VMCPX
IOLZX vs VMCPX Comparison
Open Charts IOLZX vs VMCPX
ICON Equity Institutional
Price$29.49
Change+$0.26 (+0.89%)
VolumeN/A
Net Assets48.94M
Vanguard Mid Cap Index InstitutionalPlus
Price$394.64
Change+$4.35 (+1.11%)
VolumeN/A
Net Assets199.16B
IOLZX vs VMCPX Comparison Chart in %
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IOLZX vs. VMCPX commentary
Sep 27, 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 Hold and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. IOLZX (48.9M). VMCPX pays higher dividends than IOLZX: VMCPX (1.48) vs IOLZX (0.60). 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 : 11.61 vs. IOLZX (5.64). VMCPX return over 5 years is better than : 70.96 vs. IOLZX (8.99).
| 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 | 12.002 | 10.890 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.9M | 199B | 0% |
| Annual Yield % from dividends | 0.60 | 1.48 | 40% |
| Returns for 1 year | 5.64 | 11.61 | 49% |
| Returns for 3 years | 5.87 | 55.87 | 11% |
| Returns for 5 years | 8.99 | 70.96 | 13% |
| Returns for 10 years | 66.20 | 161.17 | 41% |
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