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IUSCX vs VEXPX
IUSCX vs VEXPX Comparison
Open Charts IUSCX vs VEXPX
FI Instl Group U.S. Small Cap Eq
Price$11.12
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets192.71K
IUSCX vs VEXPX Comparison Chart in %
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IUSCX vs. VEXPX commentary
Jun 20, 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 IUSCX is a StrongBuy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. IUSCX (193K). VEXPX pays higher dividends than IUSCX: VEXPX (0.42) vs IUSCX (0.17). IUSCX was incepted earlier than VEXPX: IUSCX (5 years) vs VEXPX (58 years). IUSCX (85.82) is less costly to investors than VEXPX (0.44). VEXPX is a more actively managed with annual turnover of: 35.00 vs. IUSCX (29.00). IUSCX has a lower initial minimum investment than VEXPX: IUSCX (0) vs VEXPX (3000). VEXPX annual gain was more profitable for investors over the last year : -3.37 vs. IUSCX (-5.70).
| IUSCX | VEXPX | IUSCX / VEXPX | |
| Total Expense Ratio | 0.75 | 0.44 | 170% |
| Annual Report Gross Expense Ratio | 85.82 | 0.44 | 19,505% |
| Fund Existence | 5 years | 58 years | - |
| Gain YTD | -10.539 | -3.967 | 266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193K | 19.4B | 0% |
| Annual Yield % from dividends | 0.17 | 0.42 | 40% |
| Returns for 1 year | -5.70 | -3.37 | 169% |
| Returns for 3 years | 12.39 | 20.32 | 61% |
| Returns for 5 years | N/A | 9.89 | - |
| Returns for 10 years | N/A | 9.22 | - |
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