Interact to see
Advertisement
Advertisement
ISBAX vs VTSMX
ISBAX vs VTSMX Comparison
Open Charts ISBAX vs VTSMX
VY® Columbia Contrarian Core A
Price$15.41
Change-$0.05 (-0.32%)
VolumeN/A
Net Assets77.13M
Vanguard Total Stock Mkt Idx I
Price$149.45
Change-$0.63 (-0.42%)
VolumeN/A
Net Assets1.91T
ISBAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ISBAX vs. VTSMX commentary
Jul 14, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. ISBAX (77.1M). VTSMX pays higher dividends than ISBAX: VTSMX (1.12) vs ISBAX (0.14). ISBAX was incepted earlier than VTSMX: ISBAX (24 years) vs VTSMX (33 years). ISBAX (1.54) is less costly to investors than VTSMX (0.14). ISBAX is a more actively managed with annual turnover of: 49.00 vs. VTSMX (2.00). ISBAX has a lower initial minimum investment than VTSMX: ISBAX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 12.23 vs. ISBAX (8.46). VTSMX return over 5 years is better than : 91.50 vs. ISBAX (-5.28).
| ISBAX | VTSMX | ISBAX / VTSMX | |
| Total Expense Ratio | 1.21 | 0.14 | 864% |
| Annual Report Gross Expense Ratio | 1.54 | 0.14 | 1,100% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 7.088 | 6.038 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.1M | 1.91T | 0% |
| Annual Yield % from dividends | 0.14 | 1.12 | 12% |
| Returns for 1 year | 8.46 | 12.23 | 69% |
| Returns for 3 years | -9.17 | 61.64 | -15% |
| Returns for 5 years | -5.28 | 91.50 | -6% |
| Returns for 10 years | -33.11 | 191.34 | -17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement