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IUSCX vs VEXRX
IUSCX vs VEXRX Comparison
Open Charts IUSCX vs VEXRX
Fisher IIG US Sm Cap Eq
Price$9.89
Change+$0.12 (+1.23%)
VolumeN/A
Net Assets169.26K
IUSCX vs VEXRX Comparison Chart
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IUSCX vs. VEXRX commentary
Apr 18, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.8B vs. IUSCX (169K). VEXRX pays higher dividends than IUSCX: VEXRX (0.56) vs IUSCX (0.17). IUSCX was incepted earlier than VEXRX: IUSCX (5 years) vs VEXRX (23 years). IUSCX (85.82) is less costly to investors than VEXRX (0.34). 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 : -11.52 vs. IUSCX (-15.80).
| IUSCX | VEXRX | IUSCX / VEXRX | |
| Total Expense Ratio | 0.75 | 0.34 | 221% |
| Annual Report Gross Expense Ratio | 85.82 | 0.34 | 25,241% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -21.400 | -15.171 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169K | 19.8B | 0% |
| Annual Yield % from dividends | 0.17 | 0.56 | 30% |
| Returns for 1 year | -15.80 | -11.52 | 137% |
| Returns for 3 years | -23.83 | -12.22 | 195% |
| Returns for 5 years | N/A | 15.48 | - |
| Returns for 10 years | N/A | -1.97 | - |
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