IVCSX
Price
$16.13
Change
-$0.15 (-0.92%)
Updated
Aug 20 closing price
Net Assets
213.83M
VSMAX
Price
$146.06
Change
+$1.04 (+0.72%)
Updated
Aug 21 closing price
Net Assets
183.38B
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IVCSX vs VSMAX

IVCSX vs VSMAX Comparison Chart in %
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VS
IVCSX vs. VSMAX commentary
Aug 23, 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 Hold and VSMAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. IVCSX (214M). VSMAX pays higher dividends than IVCSX: VSMAX (1.21) vs IVCSX (0.66). 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 : 24.79 vs. IVCSX (18.90). VSMAX return over 5 years is better than : 42.24 vs. IVCSX (-17.44).
IVCSXVSMAXIVCSX / VSMAX
Total Expense Ratio0.870.051,740%
Annual Report Gross Expense Ratio1.020.052,040%
Fund Existence30 years26 years-
Gain YTD10.56218.38257%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets214M183B0%
Annual Yield % from dividends0.661.2154%
Returns for 1 year18.9024.7976%
Returns for 3 years20.5858.3035%
Returns for 5 years-17.4442.24-41%
Returns for 10 years-15.09157.13-10%
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