Voya Small Company Portfolio (IVCSX) belongs to the Small 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 IVCSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IVCSX
IVCSX charges 0.90% annually. There are 69 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | IVCSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | IVCSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | IVCSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | IVCSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | IVCSX vs VSMAX |
Best Risk-Adjusted Alternatives to IVCSX
IVCSX has a PortfoliosLab risk / return rank of 52. There are 121 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | IVCSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | IVCSX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | IVCSX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | IVCSX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | IVCSX vs RYOTX |
Top Performing IVCSX Alternatives (YTD)
IVCSX is at 16.73% YTD. There are 120 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | IVCSX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | IVCSX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | IVCSX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | IVCSX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | IVCSX vs HASCX |
Lowest Volatility Alternatives to IVCSX
IVCSX has 18.53% 1-year volatility. There are 105 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | IVCSX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | IVCSX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | IVCSX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | IVCSX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | IVCSX vs BOSOX |
Lowest Drawdown Alternatives to IVCSX
IVCSX has a 1-year max drawdown of -12.52%. There are 153 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | IVCSX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | IVCSX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | IVCSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | IVCSX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | IVCSX vs SSCDX |
Other Mutual Funds from Voya
The 10 most viewed Voya mutual funds shown here include LEXCX, IRLNX, IEDAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 43 | 15.98% | — | Nov 1935 | IVCSX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 25 | 3.68% | — | May 2009 | IVCSX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 43 | 11.20% | — | Dec 2007 | IVCSX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 14 | 0.18% | — | Dec 1998 | IVCSX vs IIBAX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 34 | -0.04% | — | Sep 2015 | IVCSX vs ATLAX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 42 | 7.36% | — | Jan 2006 | IVCSX vs IFTIX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IVCSX vs IMCDX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 60 | 8.47% | — | Mar 2008 | IVCSX vs IIRLX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 93 | 16.35% | — | May 2009 | IVCSX vs IRVIX | |
| Voya High Yield Portfolio | High Yield Bonds | 44 | 1.17% | — | May 2004 | IVCSX vs IPHYX |
Often Compared With IVCSX
Investors most often compare IVCSX with FSOPX, TISBX, AUERX. These 7 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Series Small Cap Opportunities Fund | Small Cap Blend Equities | 83 | 22.32% | — | Mar 2007 | IVCSX vs FSOPX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 72 | 21.71% | — | Oct 2002 | IVCSX vs TISBX | |
| Auer Growth Fund | Small Cap Blend Equities | 86 | 15.25% | — | Dec 2007 | IVCSX vs AUERX | |
| Voya Mid Cap Research Enhanced Index Fund | Mid Cap Blend Equities | 56 | 18.64% | — | Feb 1998 | IVCSX vs VYMSX | |
| Brown Advisory Small-Cap Fundamental Value Fund | Small Cap Blend Equities | 59 | 16.25% | — | Dec 2008 | IVCSX vs BIAUX | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 87 | 23.42% | — | May 2010 | IVCSX vs NINLX | |
| Voya U.S. Stock Index Portfolio | Large Cap Blend Equities | 47 | 9.64% | — | May 2004 | IVCSX vs INGIX |
Compare IVCSX with Any Fund or Stock
Compare IVCSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IVCSX with funds that move differently
Voya Small Company Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IVCSX.
Explore IVCSX Diversifiers