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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$10.78
Change+$0.26 (+2.47%)
VolumeN/A
Net Assets182.3K
IUSCX vs VEXPX Comparison Chart
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IUSCX vs. VEXPX commentary
May 09, 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: 18.9B vs. IUSCX (182K). VEXPX pays higher dividends than IUSCX: VEXPX (0.44) vs IUSCX (0.18). IUSCX was incepted earlier than VEXPX: IUSCX (5 years) vs VEXPX (57 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 : -8.91 vs. IUSCX (-12.71).
| 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 | 57 years | - |
| Gain YTD | -15.366 | -9.187 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 182K | 18.9B | 0% |
| Annual Yield % from dividends | 0.18 | 0.44 | 40% |
| Returns for 1 year | -12.71 | -8.91 | 143% |
| Returns for 3 years | -1.97 | 7.48 | -26% |
| Returns for 5 years | N/A | 12.66 | - |
| Returns for 10 years | N/A | 6.76 | - |
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