Interact to see
Advertisement
Advertisement
IIVGX vs VTSMX
IIVGX vs VTSMX Comparison
Open Charts IIVGX vs VTSMX
Voya Growth and Income Port I
Price$20.88
Change-$0.27 (-1.28%)
VolumeN/A
Net Assets2.46B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
IIVGX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IIVGX vs. VTSMX commentary
Jun 15, 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: 1.82T vs. IIVGX (2.46B). VTSMX pays higher dividends than IIVGX: VTSMX (1.18) vs IIVGX (0.83). 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 : 11.36 vs. IIVGX (-1.74). VTSMX return over 5 years is better than : 93.63 vs. IIVGX (-13.94).
| 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 | 1.196 | 2.548 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 1.82T | 0% |
| Annual Yield % from dividends | 0.83 | 1.18 | 70% |
| Returns for 1 year | -1.74 | 11.36 | -15% |
| Returns for 3 years | 16.55 | 59.46 | 28% |
| Returns for 5 years | -13.94 | 93.63 | -15% |
| Returns for 10 years | -25.55 | 182.22 | -14% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AFCHX | 17.33 | N/A | N/A |
| American Century Focused Intl Gr C | |||
| RYAVX | 71.94 | N/A | N/A |
| Rydex S&P MidCap 400 Pure Value H | |||
| CSMVX | 40.09 | N/A | N/A |
| Congress Small Cap Growth Retail | |||
| IGHAX | 12.21 | N/A | N/A |
| Voya Global High Dividend Low Vol Port A | |||
| PMAIX | 12.45 | N/A | N/A |
| Victory Pioneer Multi-Asset Income A | |||