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IIVGX vs VTSMX
IIVGX vs VTSMX Comparison
Open Charts IIVGX vs VTSMX
Voya Growth and Income Port I
Price$21.86
Change+$0.17 (+0.78%)
VolumeN/A
Net Assets2.5B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
IIVGX vs VTSMX Comparison Chart in %
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IIVGX vs. VTSMX commentary
Jul 05, 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 (2.51B). VTSMX pays higher dividends than IIVGX: VTSMX (1.12) vs IIVGX (0.80). IIVGX was incepted earlier than VTSMX: IIVGX (46 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 : 13.89 vs. IIVGX (-0.92). VTSMX return over 5 years is better than : 95.59 vs. IIVGX (-13.87).
| IIVGX | VTSMX | IIVGX / VTSMX | |
| Total Expense Ratio | 0.67 | 0.14 | 479% |
| Annual Report Gross Expense Ratio | 0.67 | 0.14 | 479% |
| Fund Existence | 46 years | 33 years | - |
| Gain YTD | 3.780 | 6.421 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.51B | 1.82T | 0% |
| Annual Yield % from dividends | 0.80 | 1.12 | 71% |
| Returns for 1 year | -0.92 | 13.89 | -7% |
| Returns for 3 years | 16.05 | 62.08 | 26% |
| Returns for 5 years | -13.87 | 95.59 | -15% |
| Returns for 10 years | -22.50 | 198.05 | -11% |
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