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IUSCX vs VEXRX
IUSCX vs VEXRX Comparison
Open Charts IUSCX vs VEXRX
FI Instl Group U.S. Small Cap Eq
Price$10.23
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets196.78K
Vanguard Explorer Adm
Price$107.67
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets20.12B
IUSCX vs VEXRX Comparison Chart in %
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IUSCX vs. VEXRX commentary
Jul 11, 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 VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.1B vs. IUSCX (197K). VEXRX pays higher dividends than IUSCX: VEXRX (0.52) vs IUSCX (0.16). IUSCX was incepted earlier than VEXRX: IUSCX (5 years) vs VEXRX (24 years). IUSCX (85.82) is less costly to investors than VEXRX (0.33). VEXRX is a more actively managed with annual turnover of: 35.00 vs. IUSCX (29.00). IUSCX has a lower initial minimum investment than VEXRX: IUSCX (0) vs VEXRX (50000). VEXRX annual gain was more profitable for investors over the last year : 1.58 vs. IUSCX (-13.93).
| IUSCX | VEXRX | IUSCX / VEXRX | |
| Total Expense Ratio | 0.75 | 0.33 | 227% |
| Annual Report Gross Expense Ratio | 85.82 | 0.33 | 26,006% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | -17.512 | 0.749 | -2,339% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 197K | 20.1B | 0% |
| Annual Yield % from dividends | 0.16 | 0.52 | 31% |
| Returns for 1 year | -13.93 | 1.58 | -883% |
| Returns for 3 years | -2.19 | 20.20 | -11% |
| Returns for 5 years | N/A | 12.90 | - |
| Returns for 10 years | N/A | 17.11 | - |
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