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IAVGX vs VTSMX
IAVGX vs VTSMX Comparison
Open Charts IAVGX vs VTSMX
Voya Growth and Income Port A
Price$18.49
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets2.25B
Vanguard Total Stock Mkt Idx I
Price$131.78
Change+$0.87 (+0.66%)
VolumeN/A
Net Assets1.7T
IAVGX vs VTSMX Comparison Chart
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IAVGX vs. VTSMX commentary
Apr 28, 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: 1.7T vs. IAVGX (2.25B). VTSMX pays higher dividends than IAVGX: VTSMX (1.25) vs IAVGX (0.43). IAVGX was incepted earlier than VTSMX: IAVGX (18 years) vs VTSMX (33 years). IAVGX (1.19) is less costly to investors than VTSMX (0.14). IAVGX is a more actively managed with annual turnover of: 75.00 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 : 8.68 vs. IAVGX (-7.99). VTSMX return over 5 years is better than : 91.92 vs. IAVGX (-20.39).
| IAVGX | VTSMX | IAVGX / VTSMX | |
| Total Expense Ratio | 1.12 | 0.14 | 800% |
| Annual Report Gross Expense Ratio | 1.19 | 0.14 | 850% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | -6.851 | -6.512 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 1.7T | 0% |
| Annual Yield % from dividends | 0.43 | 1.25 | 35% |
| Returns for 1 year | -7.99 | 8.68 | -92% |
| Returns for 3 years | -8.44 | 29.71 | -28% |
| Returns for 5 years | -20.39 | 91.92 | -22% |
| Returns for 10 years | -36.93 | 156.42 | -24% |