IVPSX
Price
$15.46
Change
+$0.12 (+0.78%)
Updated
Jun 22 closing price
Net Assets
215.61M
VSMAX
Price
$141.35
Change
-$1.12 (-0.79%)
Updated
Jun 23 closing price
Net Assets
182.65B
Interact to see
Advertisement

IVPSX vs VSMAX

IVPSX vs VSMAX Comparison Chart in %
View a ticker or compare two or three
VS
IVPSX vs. VSMAX commentary
Jun 24, 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 Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. IVPSX (216M). 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 : 27.70 vs. IVPSX (26.15). VSMAX return over 5 years is better than : 33.78 vs. IVPSX (-23.66).
IVPSXVSMAXIVPSX / VSMAX
Total Expense Ratio1.120.052,240%
Annual Report Gross Expense Ratio1.270.052,540%
Fund Existence25 years26 years-
Gain YTD8.94915.39058%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets216M183B0%
Annual Yield % from dividends0.001.19-
Returns for 1 year26.1527.7094%
Returns for 3 years23.1457.5440%
Returns for 5 years-23.6633.78-70%
Returns for 10 years-12.59173.79-7%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
HAINX58.27N/A
N/A
Harbor International Institutional
CCGSX27.66N/A
N/A
Baird Chautauqua Global Growth Inv
BIAYX12.38N/A
N/A
Brown Advisory Sustainable Sml-Cp Cr Inv
HMVUX18.11N/A
N/A
Hartford MidCap Value R6
RNGFX88.88-3.07
-3.34%
American Funds New Economy R5