The average market capitalization across the group is 814.06M. The market cap for tickers in the group ranges from 148.82M to 1.48B. IORMX holds the highest valuation in this group at 1.48B. The lowest valued company is CCSTX at 148.82M.

High and low price notable news

The average weekly price growth across all stocks in the group was -0%. For the same group, the average monthly price growth was -0%, and the average quarterly price growth was -1%. IORMX experienced the highest price growth at -0%, while CCSTX experienced the biggest fall at -0%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:

P/E Growth Rating:

Price Growth Rating:

SMR Rating:

Profit Risk Rating:

Seasonality Score: (-100 ... +100)

CCSTX vs. IORMX commentary

Sep 04, 2026

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 CCSTX is a Hold and IORMX is a Hold.

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FUNDAMENTALS

Fundamentals

IORMX has more cash in the bank: 1.48B vs. CCSTX (149M). IORMX pays higher dividends than CCSTX: IORMX (3.99) vs CCSTX (2.36). CCSTX was incepted earlier than IORMX: CCSTX (16 years) vs IORMX (7 years). IORMX (0.48) is less costly to investors than CCSTX (0.31). CCSTX is a more actively managed with annual turnover of: 46.00 vs. IORMX (31.00). CCSTX has a lower initial minimum investment than IORMX: CCSTX (25000) vs IORMX (1000000). IORMX annual gain was more profitable for investors over the last year : 3.62 vs. CCSTX (-0.79). IORMX return over 5 years is better than : 5.78 vs. CCSTX (-2.39).

	CCSTX	IORMX	CCSTX / IORMX
Total Expense Ratio	0.30	0.48	63%
Annual Report Gross Expense Ratio	0.31	0.48	65%
Fund Existence	16 years	7 years	-
Gain YTD	-0.888	0.129	-690%
Front Load	N/A	N/A	-
Min. Initial Investment	25000	1000000	3%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	149M	1.48B	10%
Annual Yield % from dividends	2.36	3.99	59%
Returns for 1 year	-0.79	3.62	-22%
Returns for 3 years	2.71	10.70	25%
Returns for 5 years	-2.39	5.78	-41%
Returns for 10 years	-1.49	N/A	-

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