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SICWX vs VTSMX
SICWX vs VTSMX Comparison
Open Charts SICWX vs VTSMX
Touchstone Large Cap Focused Y
Price$77.57
Change+$0.20 (+0.26%)
VolumeN/A
Net Assets3.54B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SICWX vs VTSMX Comparison Chart in %
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SICWX vs. VTSMX commentary
Jul 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 SICWX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SICWX (3.55B). VTSMX pays higher dividends than SICWX: VTSMX (1.12) vs SICWX (0.48). SICWX was incepted earlier than VTSMX: SICWX (18 years) vs VTSMX (33 years). SICWX (0.80) is less costly to investors than VTSMX (0.14). SICWX is a more actively managed with annual turnover of: 6.00 vs. VTSMX (2.00). SICWX has a lower initial minimum investment than VTSMX: SICWX (2500) vs VTSMX (3000). SICWX annual gain was more profitable for investors over the last year : 18.66 vs. VTSMX (17.75). VTSMX return over 5 years is better than : 93.51 vs. SICWX (80.03).
| SICWX | VTSMX | SICWX / VTSMX | |
| Total Expense Ratio | 0.74 | 0.14 | 529% |
| Annual Report Gross Expense Ratio | 0.80 | 0.14 | 571% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 9.702 | 8.287 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.55B | 1.91T | 0% |
| Annual Yield % from dividends | 0.48 | 1.12 | 43% |
| Returns for 1 year | 18.66 | 17.75 | 105% |
| Returns for 3 years | 61.65 | 60.60 | 102% |
| Returns for 5 years | 80.03 | 93.51 | 86% |
| Returns for 10 years | 95.84 | 200.97 | 48% |
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