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 389 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 | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | IMSCX vs VSMPX |
Best Risk-Adjusted Alternatives to IMSCX
IMSCX has a PortfoliosLab risk / return rank of 43. There are 268 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | IMSCX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | IMSCX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | IMSCX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | IMSCX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | IMSCX vs IGIAX |
Top Performing IMSCX Alternatives (YTD)
IMSCX is at 11.04% YTD. There are 77 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | IMSCX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | IMSCX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | IMSCX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | IMSCX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | IMSCX vs FLVCX |
Lowest Volatility Alternatives to IMSCX
IMSCX has 16.83% 1-year volatility. There are 380 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | IMSCX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | IMSCX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | IMSCX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | IMSCX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | IMSCX vs FSUVX |
Lowest Drawdown Alternatives to IMSCX
IMSCX has a 1-year max drawdown of -11.90%. There are 350 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | 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 | 27 | 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 4 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