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 71 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 Shares | 0.03% | 188.20B | Jul 1997 | IVCSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | IVCSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | IVCSX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | IVCSX vs TISBX |
Best Risk-Adjusted Alternatives to IVCSX
IVCSX has a PortfoliosLab risk / return rank of 58. There are 125 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | IVCSX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | IVCSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | IVCSX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 91 | — | Dec 1997 | IVCSX vs IPSIX | |
| Auer Growth Fund | 91 | — | Dec 2007 | IVCSX vs AUERX |
Top Performing IVCSX Alternatives (YTD)
IVCSX is at 16.14% YTD. There are 124 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 33.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 33.64% | — | Dec 2007 | IVCSX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.48% | — | Dec 1991 | IVCSX vs RYOTX | |
| River Oak Discovery Fund | 29.08% | — | Jun 2005 | IVCSX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 28.50% | — | Apr 1997 | IVCSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.31% | — | Apr 1997 | IVCSX vs WESCX |
Lowest Volatility Alternatives to IVCSX
IVCSX has 18.10% 1-year volatility. There are 90 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.40% | — | Feb 2017 | IVCSX vs CSMDX | |
| DFA International Small Company Portfolio | 14.45% | 16.04B | Sep 1996 | IVCSX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | IVCSX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.90% | — | Sep 2011 | IVCSX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.92% | — | Sep 2011 | IVCSX vs FTHNX |
Lowest Drawdown Alternatives to IVCSX
IVCSX has a 1-year max drawdown of -12.52%. There are 154 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% | 3.10B | Apr 2006 | IVCSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | IVCSX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | IVCSX vs BIAUX |
Other Mutual Funds from Voya
The 10 most viewed Voya mutual funds shown here include LEXCX, IRLNX, IEDAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 93 | 29.09% | — | Nov 1935 | IVCSX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 12 | -0.43% | — | May 2009 | IVCSX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 57 | 11.24% | — | Dec 2007 | IVCSX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 14 | -0.71% | — | Dec 1998 | IVCSX vs IIBAX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 51 | 7.81% | — | Mar 2008 | IVCSX vs IIRLX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IVCSX vs IMCDX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 33 | 0.37% | — | Sep 2015 | IVCSX vs ATLAX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 96 | 19.97% | — | May 2009 | IVCSX vs IRVIX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities, Low Volatility | 89 | 15.40% | — | Jan 2006 | IVCSX vs IFTIX | |
| Voya High Yield Portfolio | High Yield Bonds | 44 | 0.59% | — | May 2004 | IVCSX vs IPHYX |
Often Compared With IVCSX
Investors most often compare IVCSX with HDPSX, FSOPX, MOPIX. These 12 comparison targets span 3 categories, based on PortfoliosLab usage data.
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