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IIVGX vs VTSMX
IIVGX vs VTSMX Comparison
Open Charts IIVGX vs VTSMX
Voya Growth and Income Port I
Price$19.50
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
IIVGX vs VTSMX Comparison Chart
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IIVGX vs. VTSMX commentary
Apr 26, 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: 1.7T vs. IIVGX (2.25B). VTSMX pays higher dividends than IIVGX: VTSMX (1.25) vs IIVGX (0.85). IIVGX was incepted earlier than VTSMX: IIVGX (45 years) vs VTSMX (33 years). IIVGX (0.69) is less costly to investors than VTSMX (0.14). 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 : 7.96 vs. IIVGX (-7.01). VTSMX return over 5 years is better than : 90.65 vs. IIVGX (-15.96).
| IIVGX | VTSMX | IIVGX / VTSMX | |
| Total Expense Ratio | 0.67 | 0.14 | 479% |
| Annual Report Gross Expense Ratio | 0.69 | 0.14 | 493% |
| Fund Existence | 45 years | 33 years | - |
| Gain YTD | -6.746 | -7.129 | 95% |
| 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 | 0.85 | 1.25 | 68% |
| Returns for 1 year | -7.01 | 7.96 | -88% |
| Returns for 3 years | -5.70 | 28.86 | -20% |
| Returns for 5 years | -15.96 | 90.65 | -18% |
| Returns for 10 years | -32.06 | 154.73 | -21% |
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