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IIVGX vs VTSMX
IIVGX vs VTSMX Comparison
Open Charts IIVGX vs VTSMX
Voya Growth and Income Port I
Price$21.55
Change-$0.38 (-1.73%)
VolumeN/A
Net Assets2.54B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
IIVGX vs VTSMX Comparison Chart
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IIVGX vs. VTSMX commentary
Feb 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. IIVGX (2.54B). VTSMX pays higher dividends than IIVGX: VTSMX (1.26) vs IIVGX (0.96). IIVGX was incepted earlier than VTSMX: IIVGX (45 years) vs VTSMX (33 years). IIVGX is a more actively managed with annual turnover of: 75.00 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 : 17.60 vs. IIVGX (3.16). VTSMX return over 5 years is better than : 74.84 vs. IIVGX (-22.92).
| IIVGX | VTSMX | IIVGX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 45 years | 33 years | - |
| Gain YTD | 3.110 | 2.121 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.54B | 1.84T | 0% |
| Annual Yield % from dividends | 0.96 | 1.26 | 76% |
| Returns for 1 year | 3.16 | 17.60 | 18% |
| Returns for 3 years | 2.21 | 36.78 | 6% |
| Returns for 5 years | -22.92 | 74.84 | -31% |
| Returns for 10 years | -24.76 | 180.15 | -14% |
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