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IIVGX vs VTSMX
IIVGX vs VTSMX Comparison
Open Charts IIVGX vs VTSMX
Voya Growth and Income Port I
Price$19.30
Change-$1.09 (-5.35%)
VolumeN/A
Net Assets2.37B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
IIVGX vs VTSMX Comparison Chart
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IIVGX 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 IIVGX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. IIVGX (2.37B). 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 : 8.05 vs. IIVGX (-6.09). VTSMX return over 5 years is better than : 126.23 vs. IIVGX (-0.43).
| 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 | -2.440 | -3.986 | 61% |
| 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 | 0.85 | 1.25 | 68% |
| Returns for 1 year | -6.09 | 8.05 | -76% |
| Returns for 3 years | -9.22 | 21.01 | -44% |
| Returns for 5 years | -0.43 | 126.23 | -0% |
| Returns for 10 years | -27.89 | 166.80 | -17% |
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