Ad is loading...
ISBAX vs VSMPX
ISBAX vs VSMPX Comparison
Open Charts ISBAX vs VSMPX
VY® Columbia Contrarian Core A
Price$13.07
Change+$0.23 (+1.79%)
VolumeN/A
Net Assets65.53M
Vanguard Total Stock Mkt Idx Instl Pls
Price$240.65
Change+$3.98 (+1.68%)
VolumeN/A
Net Assets1.7T
ISBAX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ISBAX vs. VSMPX commentary
Apr 24, 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 ISBAX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. ISBAX (65.5M). VSMPX pays higher dividends than ISBAX: VSMPX (1.37) vs ISBAX (0.15). ISBAX was incepted earlier than VSMPX: ISBAX (23 years) vs VSMPX (10 years). ISBAX (1.54) is less costly to investors than VSMPX (0.02). 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 : 3.53 vs. ISBAX (-0.31). VSMPX return over 5 years is better than : 83.75 vs. ISBAX (-11.42).
| ISBAX | VSMPX | ISBAX / VSMPX | |
| Total Expense Ratio | 1.21 | 0.02 | 6,050% |
| Annual Report Gross Expense Ratio | 1.54 | 0.02 | 7,700% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | -10.771 | -10.520 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.5M | 1.7T | 0% |
| Annual Yield % from dividends | 0.15 | 1.37 | 11% |
| Returns for 1 year | -0.31 | 3.53 | -9% |
| Returns for 3 years | -32.07 | 21.38 | -150% |
| Returns for 5 years | -11.42 | 83.75 | -14% |
| Returns for 10 years | -43.98 | N/A | - |