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IAVGX vs VTSMX
IAVGX vs VTSMX Comparison
Open Charts IAVGX vs VTSMX
Voya Growth and Income Port A
Price$18.31
Change-$1.03 (-5.33%)
VolumeN/A
Net Assets2.37B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
IAVGX vs VTSMX Comparison Chart
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IAVGX vs. VTSMX commentary
Apr 04, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. IAVGX (2.37B). 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 : 8.05 vs. IAVGX (-7.12). VTSMX return over 5 years is better than : 126.23 vs. IAVGX (-5.73).
| 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 | -2.569 | -3.986 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.37B | 1.81T | 0% |
| Annual Yield % from dividends | 0.43 | 1.25 | 35% |
| Returns for 1 year | -7.12 | 8.05 | -89% |
| Returns for 3 years | -11.90 | 21.01 | -57% |
| Returns for 5 years | -5.73 | 126.23 | -5% |
| Returns for 10 years | -33.10 | 166.80 | -20% |
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