IMS Capital Value Fund (IMSCX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IMSCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IMSCX
IMSCX charges 1.82% annually. There are 390 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | IMSCX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | IMSCX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | IMSCX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | IMSCX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | IMSCX vs SSSYX |
Best Risk-Adjusted Alternatives to IMSCX
IMSCX has a PortfoliosLab risk / return rank of 45. There are 264 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | IMSCX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | IMSCX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | IMSCX vs POGSX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | IMSCX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | IMSCX vs VPMAX |
Top Performing IMSCX Alternatives (YTD)
IMSCX is at 13.26% YTD. There are 60 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.55% | 17.20B | Dec 2004 | IMSCX vs VPCCX | |
| Integrity ESG Growth & Income Fund | 25.50% | — | Jan 1995 | IMSCX vs IGIAX | |
| PRIMECAP Odyssey Growth Fund | 25.47% | — | Nov 2004 | IMSCX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.05% | — | Dec 2015 | IMSCX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 22.83% | 92.00B | Nov 2001 | IMSCX vs VPMAX |
Lowest Volatility Alternatives to IMSCX
IMSCX has 17.01% 1-year volatility. There are 380 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.24% | — | Mar 2021 | IMSCX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.27% | — | Jun 2013 | IMSCX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.24% | — | Jul 2012 | IMSCX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.26% | — | Jul 2012 | IMSCX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | IMSCX vs JEPIX |
Lowest Drawdown Alternatives to IMSCX
IMSCX has a 1-year max drawdown of -11.90%. There are 351 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | IMSCX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | IMSCX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | IMSCX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | IMSCX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | IMSCX vs QUERX |
Other Mutual Funds from IMS
The 1 most viewed IMS mutual funds shown here include IMSIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| IMS Strategic Income Fund | Tactical Allocation | 23 | 2.03% | — | Nov 2002 | IMSCX vs IMSIX |
Often Compared With IMSCX
Investors most often compare IMSCX with VOO, FZROX, SWPPX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare IMSCX with Any Fund or Stock
Compare IMSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IMSCX with funds that move differently
IMS Capital Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IMSCX.
Explore IMSCX Diversifiers