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IAVGX vs VTSMX
IAVGX vs VTSMX Comparison
Open Charts IAVGX vs VTSMX
Voya Growth and Income Port A
Price$20.39
Change+$0.17 (+0.84%)
VolumeN/A
Net Assets2.47B
Vanguard Total Stock Mkt Idx I
Price$146.91
Change+$1.27 (+0.87%)
VolumeN/A
Net Assets1.82T
IAVGX vs VTSMX Comparison Chart in %
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IAVGX vs. VTSMX commentary
Jun 27, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IAVGX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. IAVGX (2.47B). VTSMX pays higher dividends than IAVGX: VTSMX (1.18) vs IAVGX (0.43). IAVGX was incepted earlier than VTSMX: IAVGX (19 years) vs VTSMX (33 years). IAVGX (1.17) is less costly to investors than VTSMX (0.14). IAVGX is a more actively managed with annual turnover of: 95.00 vs. VTSMX (2.00). IAVGX has a lower initial minimum investment than VTSMX: IAVGX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 11.43 vs. IAVGX (-2.57). VTSMX return over 5 years is better than : 97.67 vs. IAVGX (-16.60).
| IAVGX | VTSMX | IAVGX / VTSMX | |
| Total Expense Ratio | 1.12 | 0.14 | 800% |
| Annual Report Gross Expense Ratio | 1.17 | 0.14 | 836% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 1.864 | 3.321 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 1.82T | 0% |
| Annual Yield % from dividends | 0.43 | 1.18 | 36% |
| Returns for 1 year | -2.57 | 11.43 | -22% |
| Returns for 3 years | 9.33 | 54.19 | 17% |
| Returns for 5 years | -16.60 | 97.67 | -17% |
| Returns for 10 years | -28.98 | 190.87 | -15% |