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IPSSX vs VSMAX
IPSSX vs VSMAX Comparison
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IPSSX vs VSMAX Comparison Chart in %
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VS
VS
IPSSX vs. VSMAX commentary
Jul 05, 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 IPSSX is a Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. IPSSX (420M). VSMAX pays higher dividends than IPSSX: VSMAX (1.18) vs IPSSX (0.26). IPSSX was incepted earlier than VSMAX: IPSSX (25 years) vs VSMAX (26 years). IPSSX (0.93) is less costly to investors than VSMAX (0.05). IPSSX is a more actively managed with annual turnover of: 76.00 vs. VSMAX (17.00). IPSSX has a lower initial minimum investment than VSMAX: IPSSX (0) vs VSMAX (3000). VSMAX (24.74) and IPSSX (24.09) have marching annual gain over last year. VSMAX return over 5 years is better than : 35.21 vs. IPSSX (3.33).
| IPSSX | VSMAX | IPSSX / VSMAX | |
| Total Expense Ratio | 0.85 | 0.05 | 1,700% |
| Annual Report Gross Expense Ratio | 0.93 | 0.05 | 1,860% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 13.457 | 16.696 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 420M | 183B | 0% |
| Annual Yield % from dividends | 0.26 | 1.18 | 22% |
| Returns for 1 year | 24.09 | 24.74 | 97% |
| Returns for 3 years | 32.49 | 52.19 | 62% |
| Returns for 5 years | 3.33 | 35.21 | 9% |
| Returns for 10 years | 22.60 | 168.92 | 13% |
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