IVPSX
Price
$14.95
Change
+$0.12 (+0.81%)
Updated
Jun 2 closing price
Net Assets
208.15M
VSMAX
Price
$141.51
Change
+$1.12 (+0.80%)
Updated
Jun 2 closing price
Net Assets
177.42B
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IVPSX vs VSMAX

Header iconIVPSX vs VSMAX Comparison
Open Charts IVPSX vs VSMAXBanner chart's image
IVPSX vs VSMAX Comparison Chart in %
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VS
IVPSX vs. VSMAX commentary
Jun 03, 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 IVPSX is a Buy and VSMAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 177B vs. IVPSX (208M). VSMAX pays higher dividends than IVPSX: VSMAX (1.19) vs IVPSX (0.00). IVPSX was incepted earlier than VSMAX: IVPSX (25 years) vs VSMAX (26 years). IVPSX (1.27) is less costly to investors than VSMAX (0.05). IVPSX is a more actively managed with annual turnover of: 111.00 vs. VSMAX (17.00). IVPSX has a lower initial minimum investment than VSMAX: IVPSX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 28.97 vs. IVPSX (22.97). VSMAX return over 5 years is better than : 33.53 vs. IVPSX (-26.95).
IVPSXVSMAXIVPSX / VSMAX
Total Expense Ratio1.120.052,240%
Annual Report Gross Expense Ratio1.270.052,540%
Fund Existence25 years26 years-
Gain YTD5.32713.70539%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets208M177B0%
Annual Yield % from dividends0.001.19-
Returns for 1 year22.9728.9779%
Returns for 3 years17.9254.9833%
Returns for 5 years-26.9533.53-80%
Returns for 10 years-18.27161.23-11%
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