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IIVGX vs VTSMX
IIVGX vs VTSMX Comparison
Open Charts IIVGX vs VTSMX
Voya Growth and Income Port I
Price$20.39
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets2.38B
Vanguard Total Stock Mkt Idx I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
IIVGX vs VTSMX Comparison Chart
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IIVGX vs. VTSMX commentary
May 23, 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 IIVGX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. IIVGX (2.38B). VTSMX pays higher dividends than IIVGX: VTSMX (1.26) vs IIVGX (0.87). IIVGX was incepted earlier than VTSMX: IIVGX (45 years) vs VTSMX (33 years). IIVGX (0.67) is less costly to investors than VTSMX (0.14). IIVGX is a more actively managed with annual turnover of: 95.00 vs. VTSMX (2.00). IIVGX has a lower initial minimum investment than VTSMX: IIVGX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 9.50 vs. IIVGX (-5.00). VTSMX return over 5 years is better than : 92.91 vs. IIVGX (-14.04).
| IIVGX | VTSMX | IIVGX / VTSMX | |
| Total Expense Ratio | 0.67 | 0.14 | 479% |
| Annual Report Gross Expense Ratio | 0.67 | 0.14 | 479% |
| Fund Existence | 45 years | 33 years | - |
| Gain YTD | -2.344 | -0.985 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 1.72T | 0% |
| Annual Yield % from dividends | 0.87 | 1.26 | 69% |
| Returns for 1 year | -5.00 | 9.50 | -53% |
| Returns for 3 years | 6.23 | 44.74 | 14% |
| Returns for 5 years | -14.04 | 92.91 | -15% |
| Returns for 10 years | -29.12 | 169.81 | -17% |