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ISBAX vs VSMPX
ISBAX vs VSMPX Comparison
Open Charts ISBAX vs VSMPX
VY® Columbia Contrarian Core A
Price$14.57
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.41
Change-$0.19 (-0.07%)
VolumeN/A
CapitalizationN/A
ISBAX vs VSMPX Comparison Chart
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ISBAX vs. VSMPX commentary
Nov 14, 2024
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 ISBAX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. ISBAX (79.2M). ISBAX (1.41) and VSMPX (1.36) have matching dividends . ISBAX was incepted earlier than VSMPX: ISBAX (23 years) vs VSMPX (10 years). ISBAX is a more actively managed with annual turnover of: 46.00 vs. VSMPX (2.00). ISBAX has a lower initial minimum investment than VSMPX: ISBAX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 36.48 vs. ISBAX (31.59). VSMPX return over 5 years is better than : 89.05 vs. ISBAX (-28.65).
| ISBAX | VSMPX | ISBAX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 21.709 | 24.987 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.2M | 1.73T | 0% |
| Annual Yield % from dividends | 1.41 | 1.36 | 104% |
| Returns for 1 year | 31.59 | 36.48 | 87% |
| Returns for 3 years | -29.31 | 22.93 | -128% |
| Returns for 5 years | -28.65 | 89.05 | -32% |
| Returns for 10 years | -32.98 | N/A | - |
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