IMS Capital Value Fund (IMSCX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to IMSCX
IMSCX charges 1.82% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among IMSCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | IMSCX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | IMSCX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | IMSCX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | IMSCX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | Aug 11, 2014 | IMSCX vs SSEYX |
Best Risk-Adjusted Alternatives to IMSCX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | IMSCX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | IMSCX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | IMSCX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | IMSCX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | IMSCX vs DHAMX |
Top Performing IMSCX Alternatives (YTD)
IMSCX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | IMSCX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | IMSCX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | IMSCX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | IMSCX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | IMSCX vs RCKSX |
Lowest Volatility Alternatives to IMSCX
IMSCX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | IMSCX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | IMSCX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | IMSCX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | IMSCX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | IMSCX vs QUERX |
Lowest Drawdown Alternatives to IMSCX
IMSCX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | IMSCX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | IMSCX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | IMSCX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | IMSCX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | IMSCX vs GQEIX |
Other Mutual Funds from IMS
Most popular IMS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| IMS Strategic Income Fund | Tactical Allocation | 17 | -2.05% | Nov 4, 2002 | IMSCX vs IMSIX |
Often Compared With IMSCX
What investors most often compare with IMSCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | IMSCX vs VOO | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | IMSCX vs FZROX | |
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 46 | -7.07% | May 19, 1997 | IMSCX vs SWPPX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | IMSCX vs PAGDX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | IMSCX vs VITPX |
Compare IMSCX with Any Fund or Stock
Compare IMSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.