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IVCSX vs VSMAX
IVCSX vs VSMAX Comparison
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IVCSX vs VSMAX Comparison Chart in %
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IVCSX vs. VSMAX commentary
Jun 30, 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 IVCSX is a StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. IVCSX (217M). VSMAX pays higher dividends than IVCSX: VSMAX (1.19) vs IVCSX (0.68). IVCSX was incepted earlier than VSMAX: IVCSX (30 years) vs VSMAX (26 years). IVCSX (1.02) is less costly to investors than VSMAX (0.05). IVCSX is a more actively managed with annual turnover of: 111.00 vs. VSMAX (17.00). IVCSX has a lower initial minimum investment than VSMAX: IVCSX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 26.90 vs. IVCSX (22.94). VSMAX return over 5 years is better than : 35.46 vs. IVCSX (-20.71).
| IVCSX | VSMAX | IVCSX / VSMAX | |
| Total Expense Ratio | 0.87 | 0.05 | 1,740% |
| Annual Report Gross Expense Ratio | 1.02 | 0.05 | 2,040% |
| Fund Existence | 30 years | 26 years | - |
| Gain YTD | 10.973 | 16.558 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 183B | 0% |
| Annual Yield % from dividends | 0.68 | 1.19 | 57% |
| Returns for 1 year | 22.94 | 26.90 | 85% |
| Returns for 3 years | 20.68 | 52.54 | 39% |
| Returns for 5 years | -20.71 | 35.46 | -58% |
| Returns for 10 years | -9.25 | 168.60 | -5% |
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