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IMCV and CAMX share 3.9% of their holdings.
| Side by side | IMCV | CAMX |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Value |
| Expense ratio | 0.06% | 0.59% |
| Cost per year on $10k | $6 | $59 |
| Trailing 12-mo yield | 1.85% | 1.37% |
| Income per year on $10k | $185 | $137 |
| YTD | +21.9% | +10.8% |
| 1 year | +26.2% | +13.0% |
| 3 years · per year | +21.9% | +14.9% |
| 5 years · per year | +10.8% | — |
| Worst drop · 1Y | −6.9% | −11.8% |
| Volatility · 1Y | 11.1% | 14.4% |
| Holdings | 268 | 10 |
| Assets | $1.3B | $67M |
| Leverage | None | None |
| Since | 2004 | 2023 |
Highlighted = best in the row. Returns include dividends.