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ISPVX vs VSMAX
ISPVX vs VSMAX Comparison
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ISPVX vs VSMAX Comparison Chart in %
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ISPVX vs. VSMAX commentary
Sep 03, 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 ISPVX is a Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. ISPVX (368M). VSMAX pays higher dividends than ISPVX: VSMAX (1.20) vs ISPVX (0.34). ISPVX was incepted earlier than VSMAX: ISPVX (12 years) vs VSMAX (26 years). ISPVX (0.95) is less costly to investors than VSMAX (0.05). ISPVX is a more actively managed with annual turnover of: 22.00 vs. VSMAX (17.00). ISPVX has a lower initial minimum investment than VSMAX: ISPVX (0) vs VSMAX (3000). ISPVX annual gain was more profitable for investors over the last year : 20.36 vs. VSMAX (18.17). VSMAX return over 5 years is better than : 31.48 vs. ISPVX (-2.49).
| ISPVX | VSMAX | ISPVX / VSMAX | |
| Total Expense Ratio | 0.77 | 0.05 | 1,540% |
| Annual Report Gross Expense Ratio | 0.95 | 0.05 | 1,900% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | 15.951 | 14.872 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 368M | 183B | 0% |
| Annual Yield % from dividends | 0.34 | 1.20 | 28% |
| Returns for 1 year | 20.36 | 18.17 | 112% |
| Returns for 3 years | 52.28 | 47.27 | 111% |
| Returns for 5 years | -2.49 | 31.48 | -8% |
| Returns for 10 years | 38.65 | 148.83 | 26% |
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